RM Prospecting Agent

Low RiskTier 1 — Showcase

Submitted on 03 June 2026

AI Risk AssessmentLow Risk

This asset is a demo AI agent for relationship managers with no specific client assigned. The description contains only general functionality details about mapping corporate networks and generating product recommendations using standard data sources. No named individual contacts, specific financial figures, confidential strategies, or personal contact details are present in the asset content.

Screenshot

RM Prospecting Agent screenshot

Overview

Description

A unified AI-powered support hub for Relationship Managers, leveraging a suite of intelligent agents to map corporate relationship networks through shared directorships and generate tailored product recommendations by combining client financials with macroeconomic and industry trends, enriched by external data, and enabled through integrated generative and agentic AI capabilities to enhance insight-driven decision-making and client engagement.

Built By

Ben Tuvesson

Owner / Accountable Person

Ben Tuvesson

FS Practice

Banking

Asset Type

AI Agent Demo

AI Tool Used

Claude

Date Built

2026-04-01

Access & Data

Link to Asset

Open Asset

Data it Touches

None
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