AI-Powered Wealth Management
Experience how Cymbal Wealth uses Google's Gemini Live API to create a seamless, AI-driven customer journey — from onboarding to wealth management.
End-to-End
From first interaction to active wealth management — every step powered by AI agents.
Customer visits the Cymbal Wealth website, explores services — investment advisory, portfolio management, estate planning. Decides to open an account.
Customer fills basic details online — name, email, phone. Receives a unique reference number (e.g., CW-2026-001) to proceed with Video KYC.
Meet Sanjay — our AI KYC agent powered by Gemini Live. Real-time voice in Hindi/English. PAN, Aadhaar, face check, photo, signature — all in one video call.
KYC verified — account is auto-activated. Customer receives confirmation via email/SMS with their KYC reference number and account details.
End-to-end AI-powered home loan application. Eligibility check, property details, document upload, and multi-agent AI verification — all from your browser.
AI-powered stock market assistant built on MCP + Google ADK. Query live NSE/BSE data in natural language — stock quotes, index levels, sector performance, company financials, and more.
Real-time AI assist for call-centre agents powered by Gemini 3.1 Flash Lite + Vertex AI RAG. Chirp 3 speech-to-text transcribes the call live while Gemini streams grounded suggestions — and a built-in compliance monitor flags credit-offer violations as they happen.
AI Risk Assessment Agent analyzes customer profile, asks investment preference questions, and assigns a risk category — Conservative, Moderate, or Aggressive.
Product Recommendation Agent suggests personalized investment plans — SIPs, mutual funds, fixed deposits — based on risk profile. Voice-enabled portfolio management.
Powered by GenFlow Ad Studio — generate cinematic 30-second video commercials tailored to each customer's profile. Upload a product image and AI writes the script, creates a photorealistic presenter, storyboards every scene, and delivers a broadcast-ready ad.
Powered By
Every touchpoint in this demo is accelerated by a different Google AI capability.
Real-time Voice & Vision
Bidirectional audio/video streaming that powers the Video KYC agent — understands faces, documents, and natural speech simultaneously.
Script & Document Intelligence
Writes personalised 30-second ad scripts for the Ad Studio and performs deep document understanding for home loan verification.
High-Speed Verification
Drives KYC document verification sub-agents — PAN/Aadhaar extraction, identity checks, and income document parsing at sub-second speed.
Cinematic Video Generation
Generates 4–8 second photorealistic video scenes from text prompts. Multiple scenes are stitched by FFmpeg into broadcast-ready 30-second ads.
Photorealistic Avatar Generation
Creates hyper-realistic ad presenters tailored to the customer's demographic profile — age, ethnicity, attire, and emotional expression.
Agent Development Kit
Orchestrates multi-agent pipelines — SequentialAgent, ParallelAgent, and AgentTool delegation — for both KYC and home loan modules.
AI Copilot for Relationship Managers
Equips CymbalWealth Relationship Managers with an always-on AI copilot embedded in Google Workspace — summarising client portfolios, drafting personalised wealth proposals, and surfacing next-best-action recommendations before every client meeting.
Gemini 3.1 Pro
This entire demo was built with Gemini 3.1 Pro as an AI pair-programmer — generating multi-agent ADK pipelines, React components, FastAPI backends, Cloud Build configs, and Dockerfiles through natural-language instructions in VS Code.
Model Context Protocol
A live NSE/BSE Market Intelligence MCP server on Cloud Run exposes 8 financial data tools over HTTP/SSE. Any MCP-compatible client — ADK agent, Cursor, Claude — can call live stock quotes, index data, and company financials through a standard protocol.
Under the Hood
Two purpose-built agentic pipelines — one for real-time KYC, one for home loan verification — running on Google ADK.
Real-time voice conversation · Multilingual · Face & document vision · Consent capture
Runs Step 1 (parallel checks) then Step 2 (eligibility).
Doc Quality Agent
Checks resolution, clarity, completeness of submitted documents
Identity & Income Agent
Verifies PAN, extracts salary slips, computes ITR income
Property & Eligibility Agent
Assesses property value, LTV ratio, FOIR, and final loan eligibility using income verified in Step 1
Agents on Google Cloud delegating to agents on AWS via the A2A (Agent-to-Agent) Protocol
Home Loan pipeline enriched with AWS Bedrock credit scoring — CIBIL scores, DTI analysis, and loan eligibility via cross-cloud A2A delegation.
Integrated into the existing Home Loan verification pipeline — runs in parallel with document & identity checks.
Basel III · RBI CRAR · LCR · NPA Summary — powered by cross-cloud A2A agents on AWS Bedrock AgentCore Runtime querying Redshift Serverless.