Give your portal users access to browse knowledge articles to understand complex
financial products and services. Configure the Financial Services Client Portal with AI-powered
components to summarize long articles, surface top inquiries, and answer context-specific
questions without needing to contact support.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Enable Salesforce Knowledge in Financial Services Client Portal Enable Salesforce Knowledge to quickly get articles to your customers and agents in your Experience Cloud portal. Knowledge articles provide accurate information to customers when and where they need it.
Configure Summary and Dynamic Q&A for Knowledge Articles Set up the Knowledge Article Summary component to show AI-generated summaries of financial knowledge articles and configure the Dynamic Q&A component for your users to view and interact with frequently asked questions about the articles on the Financial Services Client Portal.
Set Up Context-Aware Quick Chat for Financial Services Client Portal Configure the Context-Aware Quick Chat component on your Financial Services Client portal to help your portal users understand complex financial information as they read. Your portal users can highlight text within knowledge articles to ask the agent for clarification, receiving faster answers without leaving the page.
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