Custom Agent Development · Confidential client
Multi-Agent Platform for Personalized Financial Planning
End-to-end LLM multi-agent platform that turns a customer profile into a personalized financial plan — and delivers it.
- Pipeline
- End-to-end
- Coordination
- Multi-agent
- Grounding
- Custom retrieval tools
- Delivery
- Automated outreach
01 · Problem
What we were asked to solve
Personalized financial planning is bottlenecked by advisor time. Every plan requires synthesizing a customer's profile, retrieving the right product and regulatory context, drafting a recommendation, and following up over email. The brief was to compress that pipeline into an automated multi-agent system that produces plans good enough for an advisor to send, with the communication leg handled too.
02 · Approach
How we built it
We built a multi-agent system in which each agent owns a discrete stage — profile interpretation, document retrieval, plan synthesis, and client communication. Custom tools let agents reach into financial documentation as a first-class data source, and a dedicated email agent owns outbound delivery, so the same pipeline that drafts the plan also gets it to the client.
03 · Architecture
The system, in five lines
- Role-specialized agents for profile interpretation, retrieval, plan synthesis, and outreach
- Custom tools for grounded retrieval over financial documentation
- Dedicated email agent for tailored outbound delivery
- End-to-end pipeline from raw customer profile to delivered, personalized plan
04 · Stack
What it runs on
- LLM multi-agent orchestration
- Custom retrieval tools
- Email automation agent
- Personalized plan generation
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