Case Study: AI Investor Chatbot Services for a Publicly Listed Company
About the Client
AI Investor Chatbot Case Study – The client is a publicly listed company with investors across multiple geographies. As a growing enterprise, it regularly receives queries from shareholders, analysts, and potential investors seeking information about the organization’s financial performance, governance practices, and strategic direction. Traditional methods of handling these queries were time-consuming and often inefficient, creating a need for a modern solution.
Client Requirements for AI Chatbot for Investors
- Provide investors with quick and reliable information about the company.
- Reduce dependency on manual communication channels like phone calls, emails, and letters.
- Ensure only verified and officially published information was shared.
- Offer a conversational, easy-to-use interface with multilingual support.
- Stay updated with the latest company announcements and events.
Investor Chatbot Project Details
Fidel implemented an AI-powered Investor Chatbot. The solution leveraged Retrieval Augmented Generation (RAG) and advanced Natural Language Processing (NLP) to deliver timely, accurate, and context-aware responses to investor queries. Unlike traditional methods such as browsing newspapers, searching online sources, or sifting through corporate documents, the Investor Relation Agent streamlined access to information through a conversational interface.
Service
FidelSoft provided end-to-end services for investor chatbot, including:
- Business analysis and requirement gathering.
- Design and development of the Investor Relation Agent.
- Integration with corporate knowledge bases and investor communication systems.
- Deployment with multilingual and secure query handling capabilities.
- Training for investor relations teams to manage and update the system.
- Ongoing support, monitoring, and regular updates of the knowledge base.
Technologies & Tools
- Vector Databases – Pinecone for fast and accurate information retrieval.
- Embedding Models – text-embedding-gecko for semantic understanding.
- Large Language Models (LLMs)
- Semantic Indexer to structure and search company-related documents.
- RAG AI Agent for real-time, reliable responses.
- Prompt Engineering & LLM Tools for contextual conversations.
- Web Chat UI for an intuitive, user-friendly interface.
Challenges for Investor Relations Automation
Before Fidel’s solution was introduced, the client’s Investor Relations team faced multiple bottlenecks that impacted both efficiency and investor satisfaction:
Fragmented and Unreliable Information Sources
Investors often turned to newspapers, online portals, or word-of-mouth industry discussions for information about the company. These sources were either incomplete, outdated, or misleading, creating confusion and damaging trust.
Time-Consuming Document Searches
Although the company published quarterly reports, press releases, and other compliance documents, finding specific details required investors to navigate lengthy files manually. For example, an investor trying to locate dividend history or governance updates would need to scan dozens of pages.
Inefficiencies in Manual Communication
Queries submitted via phone calls, emails, or physical letters required significant time from IR staff. Not only did this slow down responses, but it also diverted valuable resources away from strategic tasks. This manual approach was not scalable, especially as investor queries grew in volume.
Inconsistent Information Delivery
Depending on which staff member handled the query, responses could vary in tone, format, or level of detail. This lack of standardization risked sending mixed signals to investors and analysts.
Lack of Multilingual Support
The client’s investor base included stakeholders from various linguistic backgrounds. However, the existing communication channels supported only one or two languages, making it difficult for non-native speakers to get information easily. This created a communication gap and limited accessibility for international investors.
Demand for Transparency and Compliance
As a publicly listed company, ensuring that only official, published, and compliant information was shared with investors was critical. Any accidental release of incomplete or unofficial information could result in reputational or regulatory risks.
AI Chatbot Support and Solutions
To address these challenges, Fidel developed and deployed a state-of-the-art AI-powered Investor Relation Agent, designed specifically to enhance the quality, speed, and transparency of investor communication:
Instant and Reliable Information Access
The Investor Relation Agent provided immediate responses to investor queries by retrieving data from an authenticated corporate knowledge base. Investors no longer had to sift through documents or rely on third-party sources.
Multilingual Conversational Capability
The system supported multiple languages and responded in the same language in which the query was raised. This eliminated communication barriers for global investors, creating a seamless engagement experience across regions.
Context-Aware Interactions
The conversational agent was equipped with memory, enabling it to track dialogue history. For instance, if an investor asked about the annual report and followed up with “What about dividends?” the system understood the context without requiring the investor to repeat details.
Verified and Transparent Responses
To ensure compliance, the solution was designed to only provide information that was already published and officially declared by the company. By grounding responses in authentic sources, the agent eliminated the possibility of misinterpretation or misinformation.
Real-Time Updates with Knowledge Refresh
The knowledge base was consistently updated with press releases, quarterly reports, shareholder communications, and corporate events. This guaranteed that investors always had access to the most recent and accurate data.
Automation of Routine Queries
By handling common questions like shareholding patterns, dividend announcements, or annual results, the solution reduced the manual workload on Investor Relations staff. Teams could then focus on high-value interactions such as strategy discussions or analyst briefings.
Consistency in Communication
Unlike manual responses that varied by staff, the Investor Relation Agent delivered standardized, professional, and uniform answers to all investors. This not only reinforced brand credibility but also strengthened transparency and compliance.
Scalable and Secure Infrastructure
Built with robust authentication and access restrictions, the system ensured that only officially published data was shared, while maintaining the flexibility to scale as the investor base grew.
Results
Improved Investor Engagement
Investors could interact directly with the company through an intelligent, conversational interface.
Faster Communication
Queries that earlier took days or weeks were resolved in real time.
Reduced Workload of Company Secretary
Investor Relations teams saved time by automating routine information requests.
Consistency & Transparency
Investors received uniform, verified responses, strengthening trust.
Scalability
The solution easily supported growing investor interactions without additional resource strain.
Global Accessibility
Multilingual support made the system inclusive and user-friendly for international stakeholders.
Contact Us for AI Chatbot Services
To know how Fidel’s AI-powered investor chatbot can enhance your communication and engagement strategies, connect with us at sales@fidelsoft.com.