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Fintech

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Customer Onboarding Pre-triage

Customer Onboarding Pre-triage

Investment Portfolio Analysis

Investment Portfolio Analysis

Compliance and Regulatory Check

Compliance and Regulatory Check

Fraud Detection

Fraud Detection

Transaction Categorisation

Transaction Categorisation

Financial Product Recommendation

Financial Product Recommendation

News Article Summary

News Article Summary

Financial Advisor

Financial Product Recommendation

This agentic task recommends personalised fintech products - essential for financial advisory agents. The task specification outlines how to:

  • Analyse financial patterns and customer behaviour metrics

  • Evaluate customer goals and product suitability

  • Identify high-impact product opportunities

  • Generate prioritised recommendations with rationales

  • Produce personalised benefit analyses and insights


As a modular task, it integrates with CRM systems and banking platforms, enabling AI agents to execute systematic product recommendations within existing workflows. The task specification includes frameworks for behaviour analysis, product matching, and impact assessment, adaptable across digital banking, investment, and financial management solutions.

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Example outputs:

{
  "recommended_product": "SmartSave High-Yield Savings Account",
  "recommendation_rationale": "Based on your regular savings habits, desire for low-risk growth, and current lack of an emergency fund, the SmartSave High-Yield Savings Account is recommended. This account offers a competitive 3.5% APY, which aligns with your goal of growing your savings safely. It has no minimum balance requirement, allowing you to start small and gradually increase your savings. The account also provides free transfers, making it easy to automate your savings process, which fits well with your consistent saving behaviour. Additionally, being FDIC insured, it offers the security you prioritise for your funds. This product will help you optimise your emergency fund while providing better returns than your current standard savings account."

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Transaction Categorisation

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News Article Summary

News Article Summary