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Edit Cleo
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Agent Name
Description
Cleo is a personal finance assistant chatbot that uses humor to help users with budgeting, spending insights, and saving goals.
Categories
Personalized Banking
Customer Service Automation
Robo-Advisory
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Accomplishment
Cleo makes financial literacy engaging, especially for Gen-Z, by using humor and a conversational tone. The AI personal finance assistant helps users with budgeting, gaining spending insights, and setting saving goals. It achieves this through natural language processing and integrations with banking APIs.
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