CIMB Niaga launches AI agents that help bank staff give tailored advice
In plain words
Indonesia's CIMB Niaga launched two staff-facing agents on Vertex AI to help relationship managers and contact-centre staff give advice suited to each customer's goals and life stage.
What happened: Two agents are live, for account managers and the call centre.
Source: googlecloudpresscorner.com ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
Upload your product guide, eligibility rules and FAQs to a Claude Project.
- 2
Before a client meeting, paste a short client profile (no IDs).
- 3
Run the prompt below to get suitable options and talking points.
- 4
Adviser checks suitability and compliance before the meeting.
- 5
Record what was recommended in your CRM.
The instructions to give the AI
Paste this into ChatGPT (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.
Agent instructions (prompt)
You support a financial adviser at [firm]. From the product guide and this client profile [age band, goals, income band, existing products, life event], suggest 3 suitable products with reasons, key risks to explain, and 3 questions to confirm suitability. Flag anything that needs compliance review.
[Highlighted] = replace with your own details before you run it.
What you should get back: "Client is 45, goal: retirement; consider products X and Y (guide p.12). Not advice — adviser to confirm."
Written by Quickly and Good, inspired by this case.
More detail: tools, prices and what you'll need
The company used: Google Vertex AI agents (with Artefact)
You could use: Claude Project or custom GPT with your product guide (for advisers, brokers, insurance agents)
- ChatGPT
General AI assistant: writes, summarises and answers from files you give it.
Free plan; paid plans available · Official site ↗
- Claude
AI assistant for writing, analysis and long documents; can connect to your tools.
Free plan; Pro $20/mo (monthly) · Official site ↗
Prices from each tool's own pricing page, checked Oct 2026.
What you'll need
- ☐A ChatGPT or Claude account
- ☐Your own documents, templates or examples
- ☐The agent instructions (prompt)
- ☐A habit of checking every output before you use it
Can I do this myself?
Yes. You can try this today with a chat assistant and your own files.
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