Stop sinking valuable hours into manual meeting preparation. Agentforce, purpose built for wealth management, automates meeting preparation and provides real-time insights on portfolio summaries, asset allocation, and financial goals. Advisors can join meetings with a comprehensive customer view, strengthening client relationships and growing their business.
Overview:
Preparing for client meetings can be time-intensive, requiring wealth advisors to gather key client data, review portfolio performance, check financial goals, and identify action items or upcoming life events. The Client Meeting Preparation topic streamlines lengthy meeting prep by generating meeting agendas, summarizing client financials, and preparing emails for client communication, enabling advisors to efficiently deliver personalized experiences.
Actions Invoked:
Client and Household Summaries, Portfolio Performance Summary, Current vs Target Allocation, Recent and Upcoming Life Events for Households, Financial Planning and Goals Progress, Customize and Draft Meeting Agenda Email, Retrieve Tasks from Action Plan Due by Meeting Date
Data Sources:
CRM Data
Industry Data Objects Referenced:
Account, Party Relationship Group
Financial Services organizations are prioritizing efficiency gains, personalized customer experiences, and robust risk mitigation. Agentforce addresses these imperatives by seamlessly extending your workforce and providing always-on customer service. This intelligent digital labor empowers your employees and enhances customer satisfaction.
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
