Case Study

Cloud-Native AI Chatbot with 99% Data Capture Accuracy Built on Amazon Bedrock for FinTech Firm

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Industry 

Financial Service

Expertise 

Amazon API Gateway, Amazon Bedrock, Amazon DynamoDB, AWS Lambda, Amazon S3, AWS Secrets Manager

Offerings/solutions 

An AI chatbot on Amazon Bedrock to automate customer engagement and data collection

About the Client

Daughter’s Wealth Tech is a fintech startup established in 2022, focused on delivering innovative wealth management and financial technology solutions. The company simplifies financial planning and investments through technology-driven platforms, emphasizing accessibility, scalability, and customer-centric services as an emerging player in India’s fintech ecosystem.

Highlights

99%

Accurate AI-Powered Data Capture

Built for Performance

Real-Time Secure Communication

50%

Reduction in Manual Effort

The Challenge

Daughter’s Wealth Tech faced significant limitations with their existing support systems, which were manual, slow to scale, and unable to deliver personalized, real-time assistance to customers. This hindered their ability to enhance customer engagement and provide the responsive, intelligent support expected in today’s competitive fintech landscape.

Solutions

An end-to-end cloud-native conversational AI solution was built using AWS services:
• Amazon API Gateway (WebSocket) and AWS Lambda enabled secure, low-latency chatbot interactions via web and mobile apps.
• Amazon Bedrock Agents with Nova Pro foundation model delivered natural, context-aware interactions.
• Amazon DynamoDB stored conversation history and structured data, while Amazon S3 stored required documents.
• Seamless integration with enterprise databases enabled personalized responses and domain-specific insights.
• AWS IAM, AWS Secrets Manager, Amazon CloudWatch, and Amazon CloudTrail ensured access control, encryption, and operational monitoring.
• Automated routine tasks, reduced manual effort, and enabled secure, scalable, personalized user experiences.

The Results

Deployed an AI-powered chatbot using Amazon Bedrock Agents (Nova Pro), Amazon API Gateway, AWS Lambda, Amazon DynamoDB, and Amazon S3, achieving 99% data capture accuracy and reducing manual data collection effort by 50% through automated conversational workflows.

Download the Case Study

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