SBI Mutual Fund launches AI chatbot ‘SmartAssist’ for WhatsApp-based investing
02 July 2025
SBI Mutual Fund has launched SmartAssist, an AI-powered conversational assistant on WhatsApp. The tool aims to make mutual fund investing simple and accessible through a chat-based interface.
SmartAssist allows users to perform tasks such as starting a Systematic Investment Plan (SIP), checking their portfolio, comparing funds, and resuming investments—all within WhatsApp. The service is available 24/7 and uses natural language processing (NLP) to understand and respond to user queries.
“SmartAssist brings the power of AI directly to our investors,” said Nand Kishore, MD & CEO, SBI Mutual Fund. He added that the initiative is part of the company’s broader push to enhance customer experience through technology.
The chatbot offers information in a conversational format, helping users understand mutual fund basics and manage their investments without navigating websites or apps. Visual cues within the chat aim to simplify complex financial concepts.
SBI Mutual Fund has launched SmartAssist, an AI-powered conversational assistant on WhatsApp. The tool aims to make mutual fund investing simple and accessible through a chat-based interface.
SmartAssist allows users to perform tasks such as starting a Systematic Investment Plan (SIP), checking their portfolio, comparing funds, and resuming investments—all within WhatsApp. The service is available 24/7 and uses natural language processing (NLP) to understand and respond to user queries.
“SmartAssist brings the power of AI directly to our investors,” said Nand Kishore, MD & CEO, SBI Mutual Fund. He added that the initiative is part of the company’s broader push to enhance customer experience through technology.
The chatbot offers information in a conversational format, helping users understand mutual fund basics and manage their investments without navigating websites or apps. Visual cues within the chat aim to simplify complex financial concepts.
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