Generate personalized scripts for relationship managers with Gemini Enterprise

Banco BV uses Gemini Enterprise to create personalized scripts for its relationship managers, who reach out to clients with tailored financing and investment offers. Google cited the case in its Gemini agent announcement.

How it works

Connect Gemini Enterprise to client data and the catalog of products the manager can offer.
Define the script format: client context, suggested offer and next steps.
Ask for one script per client before each contact.
Have the manager review and adjust the script before talking to the client.

Prompt

Replace anything in [brackets] with your own details.

prompt.txt

Based on this client's profile and history, put together a short script for the relationship manager: what has changed in their financial life, which financing or investment offer makes sense and why, and how to open the conversation. Don't make up any data that isn't in the client record.

Reported result

According to Google, Banco BV made its relationship managers' communication with clients 80% faster.

As reported by the source. Results depend on your setup and your data.

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How it works

Prompt

Reported result

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