Evaluation of Vertex AI Agent for Investment Product Support: Enhancing Customer Service in Asset Management

Ananth Majumdar

Abstract: This study explores the application of a Vertex AI agent designed to support asset management customers by providing detailed information about investment products through a natural language interface. We discuss the agent's architecture, which integrates an advanced language model and API, enabling user-friendly access to data on asset classes, performance metrics, fees, risks, and liquidity. The paper evaluates the agent's accuracy, error-handling capabilities, and iterative improvements, illustrating how targeted training enhances the agent?s performance in responding to customer inquiries. Future improvements for addressing calculation-based queries and data fabrication issues are also proposed.

Keywords: Vertex AI, Investment Product Support, Asset Management, Customer Service AI, Natural Language Processing, API Integration, Machine Learning in Finance, AI Performance Evaluation, Chatbot for Financial Services, Automated Customer Support

How to Cite?: Ananth Majumdar, "Evaluation of Vertex AI Agent for Investment Product Support: Enhancing Customer Service in Asset Management", Volume 13 Issue 11, November 2024, International Journal of Science and Research (IJSR), Pages: 1250-1254, https://www.ijsr.net/getabstract.php?paperid=SR241112035318, DOI: https://dx.doi.org/10.21275/SR241112035318