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© 2014 IBM Corporation
The Hour and Time of Conversational Interfaces
Claudio Pinhanez, Senior Manager, IBM Research [email protected], @cinhanez
Claudio PinhanezIBM Research – BrazilSenior ManagerSocial Data Analytics Research
Professor, Univ. of São Paulo, 1987-1993PhD MIT Media Lab 1993-1999IBM Research, 1999-2008IBM Research - Brazil, 2008-2016
© 2015 IBM Corporation
Conversational Systems, the 4th Interface Paradigm
3
1. batch 2. command line 3. point & click 4. conversational
© 2015 IBM Corporation4
IBM Watson: Processing Text at Scale is Possible
CC = AI + BD
© 2015 IBM Corporation5
Deep Learning: The Power of Machine Learning + Big Data
DL = NN + GPU
© 2015 IBM Corporation6
Adoption of Conversational Interfaces in China
© 2015 IBM Corporation7
Cognitive Computing to Everyone: Watson Developer Cloud
http://www.ibm.com/smarterplanet/us/en/ibmwatson/developercloud/
© 2015 IBM Corporation8
What is New? What is Better? What is Easier?
Multiple sources is easier Multiple users is easier Remembering is easier Assynchronicity is easier Sidetracking is easier
And a lot easier than command lines....
© 2015 IBM Corporation9
BUILDING A MULTI-AGENT CONVERSATIONAL SYSTEM
©2015 IBM Corporation May 2, 202310 IBM Research
CognIA: Opportunity and Motivation
In Brazil: > 6M customersBB Estilo: 2.5MSantander Van Gogh: 1.6MItau Personnalite: 650KBradesco Prime: 420KHSBC Premier: 300K
Addressable market in Brazil: around R$ 1T
Current wealth management services are based on expensive consultants for high net worth individuals
Opportunity for self-service wealth management advisors: scalable, suit for younger generations.
©2015 IBM Corporation May 2, 202311 IBM Research
1 - UnderstandingInterviews
*Motivation factors*Everyday behaviors
2 - User style preferencesScenario based study
3 design concepts*Explore ideas with users
3 - Cognitive dialogueWizard of Oz tool*User questions *Dialogue flow
User studies
Inform visual designContext
Preferences Motivations
Participants<40 years oldhigh income bracket, digitally enable, educated, not well informed about investments
©2015 IBM Corporation May 2, 202312 IBM Research
CognIA: Self-Service Investment Adviser
What: easy-to-use, interactive investment adviser which helps user to make more informed financial decisions.
Customer: mass affluent, less than 40 years, digitally enabled, people who do not like and/or do not know finances.
Strategic intent: to capture wealth advice market by pro-active handling of lack of financial knowledge and uneasiness with money.
How: to extract financial advice from news feeds; and to useshort-text dialogue analytics to create a responsive mobile “buddy”.
© 2015 IBM Corporation13
Cognia Demo
©2015 IBM Corporation May 2, 202314 IBM Research
CognIA Prototype: Direct, Simple, Conversational
© 2015 IBM Corporation
IBM Research – [email protected], @cinhanez