AI first trading platform

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Objective

Reimagining Trading with Generative AI

Challenge Overview
  • Enhancing User Experience: The goal was to leverage generative AI (gen AI) to elevate the trading experience, providing Kotak Securities with a competitive edge to capture more market share.
  • Accuracy and Reliability: Ensuring zero tolerance for error or "hallucination" in the AI-driven outputs.
  • Disparate Data Sources: Financial data was scattered across various formats, including PDFs and tables, complicating the integration and analysis process.

Solution
  • Vision Prototype Development: Created a vision prototype to simulate the AI-enhanced trading application, focusing on practical use cases.
  • Modular Testing: Deconstructed the app into smaller components and developed 5 different prototypes using “Nexus” to assess feasibility.