Recommendation Agent - Conversational AI Agent
Recommendation Agent: Discover smarter choices, effortlessly.
Publisher
Accenture
Industry Type
Financial Services
Product Details
This agent generates personalized investment recommendations based on a customer’s risk profile and preferences. It suggests a suitable asset allocation across different investment products, drawing on multiple sub-agents.
The agent processes the customer’s risk profile, investment product information, and market data analysis, then applies its internal logic to produce asset allocation suggestions and specific product recommendations. Those recommendations go to an Explanation and Justification Agent, which explains them to the customer. It is designed for retail and wealth management in financial services. This automation can increase the number of customers served per advisor by 2-3x while maintaining or improving the quality of advice. It is built with Vertex AI Search, Gemini models for advanced reasoning, and BigQuery ML.
Key Use Cases
Algorithmic Wealth Portfolio Recommendation
Leverages BigQuery ML and Gemini models to analyze customer risk tolerance and market feeds, generating tailored asset allocations across investment funds.
Advisor Productivity Scaling
Enables wealth managers to scale client portfolios 2-3x by automating portfolio construction and passing structured output to explanation sub-agents.
Explore detailed deployment path
Requires Gemini. Access integration prerequisites, specialized agent configuration guides, and implementation documentation.