Banking Relationship Assistance
Elevate your relationship teams’ ability to manage client meeting activities more efficiently with Agentforce Banking Relationship Assistance, a personal AI Assistive Agent integrated into Financial Services CRM. This assistive agent automates routine meeting tasks and helps relationship managers easily capture and understand client interactions, updating related records effortlessly. With Banking Relationship Assistance Agent, relationship managers can quickly identify new opportunities, log them in the system, and align proactively by using actionable insights on clients' evolving needs, action items, and key business decisions. Use the power of Agentforce to smartly anticipate your client’s future needs, challenges, or changes and drive more meaningful interactions.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
Note Make sure you review the available resources for Einstein Generative AI and Agentforce before you implement Agentforce for your company as per
your requirements.
The Banking Relationship Assistance includes these standard subagents:
- Pre-Meeting Assistance for Relationship Management
- Helps relationship managers effectively prepare for meeting activities. Extracts information from one or more objects and generates a tearsheet. Users can specify the name, template, and format by using data from records and an input editor directly within the conversation.
- Post-Meeting Assistance for Relationship Management
- Helps relationship managers manage post-meeting activities at the banks. Organizes meeting notes according to the user’s inputs and creates records for interaction, interaction summary, and interaction attendee. Logs relevant opportunities, updates account plans, sends emails, and defines follow-up tasks based on meeting discussions.
The Banking Relationship Assistance subagents include these actions and associated flows. To configure any element of the flows, see Automate Your Business Processes with Salesforce Flow.
| Agent Action | Reference Action Type & Name | Reference Action Description | Customization Option |
|---|---|---|---|
| Create Interaction | Flow: Create Interaction | Creates an interaction record using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Create Interaction Summary | Flow: Create Interaction Summary | Creates an interaction summary record using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Create Account Plan Objective | Flow: Create Account Plan Objective | Creates an account plan objective record by using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Create Interaction Attendee | Flow: Create Interaction Attendee | Creates an interaction attendee record by using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Create Account Plan Objective Measure | Flow: Create Account Plan Objective Measure | Creates an account plan objective measure record by using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Restructure Meeting Notes | Flow: Get Recent Opportunities and Account Plan Objectives | Gets the ten most recently modified opportunity records and an account plan objective record associated with the ID of the account record passed into the flow. The flow then gets the ten most recently modified account plan objective records associated with an account plan record and sends those details to the associated prompt template as prompt instructions. | You can apply additional filters to retrieve specific Opportunities or Account Plan Objectives, or adjust the number of records to fetch. |
| Create Opportunity Based on Meeting Notes | Flow: Create Opportunity | Creates an opportunity record by using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
| Get Interactions By Date Range | Flow: Get Interactions By Date Range | Gets the ten most recent interaction records that are associated with an account. The flow then filters these interaction records to return only those that occur within a given date range. | You can apply more filters to retrieve interactions or modify the formula for the match calculation. |
| Create Interest Tag | Flow: Create Interest Tag | Extracts interest tags from the meeting notes. The flow sends those details to the associated prompt template as prompt instructions to show the extracted interest tags. | You can configure this flow to match your business logic and validation requirements. |
| Create Summary Document | Flow: Create Summary Document | Creates a document generation process record by using the details passed into the flow. | You can configure this flow to match your business logic and validation requirements. |
- Considerations for Agentforce Banking Relationship Assistance
Before creating an agent using the Banking Relationship Assistance template, consider supported functionality, usage, limitations and allowances, limits, and other issues. - Set Up Banking Relationship Assistance
Agentforce Employee agents help employees increase productivity, automate repetitive tasks, analyze data, personalize experiences, and handle creative tasks. Use the Banking Relationship Assistance template of type Agentforce Employee Agent to quickly get an agent up and running for your company's relationship teams. Or customize the template to include subagents and actions specific to your departmental needs. - Banking Relationship Assistance Subagent Reference
A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Banking Relationship Assistance contains a library of standard topics designed for relationship management use cases in the banking sector.
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