Morningstar Intelligence Engine puts personalized investment insights at analysts' fingertips

Morningstar, an investment research firm, has leveraged Generative AI to make its data more accessible and useful to a wider range of users. The company built a chatbot called Mo, which allows customers to query the extensive research database using natural language in a conversational format. Additionally, Morningstar extended this innovation by enabling their customers to build white-labeled chatbots and other AI tools of their own through the Morningstar Intelligence Engine platform. The team chose LangChain as their development framework due to its robustness, blueprint for RAG applications, support for various vector databases, and cognitive architectures that facilitate a better understanding of generative AI.