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Research Paper | Software Engineering | United States of America | Volume 13 Issue 11, November 2024 | Popularity: 3.4 / 10

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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

Edition: Volume 13 Issue 11, November 2024

Pages: 1250 - 1254

DOI: https://www.doi.org/10.21275/SR241112035318

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