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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


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


Deep Learning: The Power of Machine Learning + Big Data

DL = NN + GPU


Adoption of Conversational Interfaces in China


Cognitive Computing to Everyone: Watson Developer Cloud

http://www.ibm.com/smarterplanet/us/en/ibmwatson/developercloud/


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....


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.


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


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”.


Cognia Demo


CognIA Prototype: Direct, Simple, Conversational


IBM Research – [email protected], @cinhanez

conversando com computadores

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