Bridget ™ AI Chat – An All-in-One Solution for Investment Platforms

When we first launched Bridget™, our AI chat solution for investment insights, it represented a paradigm shift in the way investors access insights and discover opportunities. Bridget enabled investors to access investment recommendations and detailed information via simple conversations, bringing the experience of ChatGPT and other AIs to the world of investments.

The launch of Bridget also signaled a turning point for the capital markets, as it marked the first time an AI chat met the stringent regulatory compliance standards and solved critical roadblocks to AI implementation, including mitigating the difficult AI hallucination issue.

Now, we are taking another big step forward, unveiling several upgrades to Bridget that provide a true all-in-one solution for financial platforms. With significant expansions of Bridget’s capabilities, Bridget can support investor queries outside the scope of financial insights as well as directing users to take action on the information it provides.

Let’s take a look at what’s new:

AI Chats for Any Investment Subject

We’ve built new capabilities into Bridget that enable integration with platform proprietary data, allowing for Bridget to support a full spectrum of investor queries including support questions, document requests, or other platform interactions.

Bridget can now serve as one seamless entry point to financial platform, allowing chat-based experiences along the full investor journey. 

Bridget Drives Investor Action Via AI Chat

Financial platforms can now embed calls-to-action directly into chats with potential investors. This means that a user researching stocks or funds can be prompted to take action including trading the assets in question.

Bridget – New Use Cases for AI Chat

With access to platform data, Bridget can enable entirely new ways for users to interact and engage with your solution. For example, users can ask Bridget about the performance of their investments, which can be used as an entry point to enable further action such as additional investment in growing stocks.

All of this is enabled by simple conversations, bringing the power of AI chat to every interaction with investors.

In addition to these new capabilities, we continue to focus on Bridget’s overall performance, enabling faster, more seamless interactions.

General improvements include:

• Scale and performance – Bridget serves millions of concurrent sessions for over 30M users with a robust, high-performance architecture
• Compliance – The platform has been adapted to nine different regulatory environments, each with its own logic and operational constraints
• Personalized engagement – prompting and insights tailored across five user segments, from beginners to professional

If you’d like to learn more about the ways Bridget can take your investor experience to the next level, sign up for a demo today.