Cambrian College
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AI Financial Advisory Enhancement Project

Closed
Main contact
BizBridge.io
BizBridge.io
Toronto, Ontario, Canada
Randall Baran-Chong
Randall Baran-Chong
He / Him
CEO and Investor
(11)
4
Portals
(1)
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Project
Academic experience
100 hours of work total
Learner
Anywhere
Advanced level

Project scope

Categories
Financial services Artificial intelligence
Skills
financial advising tax planning finance wealth management financial acumen financial services research safety assurance artificial intelligence
Details

BizBridge.io is seeking to enhance its AI agents used in financial advisory services. The goal of this project is to leverage learners' financial acumen to test and improve the AI's capabilities in wealth management, insurance, and tax planning. The project involves conducting research on current trends and best practices in these areas and applying this knowledge to evaluate the AI's performance. Learners will identify potential gaps in the AI's advisory processes and suggest enhancements. The project aims to ensure that the AI agents provide accurate, reliable, and comprehensive financial advice to users. This project offers an opportunity for learners to apply classroom knowledge in finance and technology to a real-world application, enhancing their understanding of AI in financial services.

Deliverables
  • Gather research on relevant topic areas
  • Synthesize research into a best practices model and scenario model
  • Implement and test as AI agents
  • Deploy and QA the AI Agents


Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Decent work and economic growth

About the company

Company
https://www.bizbridge.io
Toronto, Ontario, Canada
2 - 10 employees
Banking & finance, Business & management, Technology
Representation
Minority-Owned BIPOC-Owned Community-Focused

With over 70% of small and medium enterprises changing ownership over the next 10 years in North America, we leverage our expertise and technology to build the bridge between business owners and new generations of ownership and wealth. Our human-and-AI guided process elevates the speed and chances of deal closure and transition success through enhanced marketing techniques, intelligent buyer-seller matching, and support along the entire deal journey.

We believe that ownership is the true path to wealth - empowering individuals, reducing inequality, and strengthening communities.