An intelligent virtual assistant automates the classification and extraction content from thousands upon thousands of financial documents. All frequent user inquiries regarding account information, credit/debit card, and other financial services can be handled over telephony, chat and other popular messaging channels. Virtual agents are available to assist customers in managing their funds by sending them balance notifications, bill reminders and financial planning tips. With an AI-powered virtual assistant, advisors can effectively resolve queries from alumni, students, and prospects. Automate administrative tasks such as collecting student feedback and responding emails. This will significantly reduce the time and effort required. Virtual assistants can be used to simplify routine tasks such as appointment scheduling, refilling subscriptions, clinical trial matching, and appointment scheduling.