Investment Product Knowledge Agent Conversational AI Agent

This agent gives clear, up-to-date explanations of financial instruments, including Stocks, Mutual Funds, Bonds, and other specialized funds. It retrieves information on available investment products, such as their type, risk-return characteristics, and fees.

The agent works with the Recommendation Agent, supplying product information that is used to generate suitable recommendations. Its explanations improve customers’ financial literacy so they can make better-informed decisions and understand the reasoning behind recommendations. Grounding answers through Retrieval-Augmented Generation (RAG) minimizes hallucinations, builds customer confidence, and reinforces the bank’s role as a trusted advisor. It serves Retail and Wealth Management customers in financial services and runs on the Vertex AI RAG Engine with internal and external financial knowledge bases.