An AI Assistant feature should be added to the software so that users can ask questions in normal language and receive either direct answers or step-by-step guidance.
Examples:
“What is the total SIP running in Small Cap Funds?”
“Show SIP details of client Pankaj”
“How can I generate the XIRR report?”
The AI should help in two ways:
If possible, it should fetch data directly from the software database and provide an instant answer.
If a direct answer is not possible, it should guide the user by explaining where to go in the software, which menu to open, and what steps to follow.
Additionally, the AI should also track and display software usage efficiency, such as:
Whether Goal Planning is being used or not
Whether Risk Profiling is pending
Which modules/features are still unused
The AI can also provide smart suggestions like:
“You are currently utilizing only 25% of the software features.”
“Using Goal Planning and Portfolio Analytics can improve your productivity.”
Objectives of this feature:
Make the software easier to use
Reduce training time
Help users discover hidden features
Enable faster reporting
Improve overall user experience
This feature can significantly improve software adoption, operational efficiency, and daily productivity.
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