Building simple chatbots with a cloud platform is easy. But when you need chatbot technology for a company in the financial sector, things get more complex.
The first step is to understand the needs and constraints of your users.
In my case, I identified two main pain points. First, the privacy of client data was an absolute requirement. On premise was also a must-have. Financial institutions have multiple use cases, and they are complex. As just one example, consider a chatbot that manages the lifecycle of a mortgage.
