How to build a Investor Helpdesk

This agent streamlines the information-gathering process for financial advisors and private bankers by integrating multiple AI models to answer their questions about clients and bank products. When a user submits a question, the agent first retrieves relevant client details, recent activities, and notes from Salesforce CRM using a specialized language model, ensuring privacy and compliance. Simultaneously, another model searches internal documentation to provide up-to-date information on products, services, and procedures. A final formatting model then combines these insights into a single, well-structured response, clearly separating client and product information as needed. The result is a concise, actionable answer delivered directly to the advisor, saving time and reducing the risk of oversight or non-compliance.