Generate client summaries that include key financial information for your client,
including financial plans, goals, accounts, holdings, and open cases. The summary derives the
information from the financial accounts, financial plans, financial goals, financial holdings, and
case records. To view the summary, drag the Einstein Summary component to the page and configure
the attributes.
Required Editions
Available in: Lightning Experience
Available in: Starter,
Professional, Enterprise, and Unlimited Editions
Note To use this feature, you must install the Financial Services Cloud package for your
org.
To help financial advisors to grow their business and provide a client financial summary, use
the Artificial Intelligence (AI) wealth summary flows. On a client's account record page, an
advisor can view their client's portfolio performance, financial plans and goals progress,
financial holdings, financial accounts, and open cases.
The AI wealth client summary process contains these flows:
Get Financial Plans—Gets financial plans for the prompt template that triggered the flow
and adds details of the financial plans to the prompt instructions.
Get Financial Goals—Gets financial goals for the prompt template that triggered the flow
and adds details of the financial goals to the prompt instructions.
Get Financial Accounts—Gets financial accounts for the prompt template that triggered the
flow and adds details of the financial accounts to the prompt instructions.
Get Financial Holdings—Gets financial plan holdings for the prompt template that triggered
the flow and adds details of the financial plan holdings to the prompt instructions.
Get Open Cases - Get open cases for the prompt template that triggered the flow and adds
details of the open cases to the prompt instructions.
Enable Einstein for Wealth Management To use the Einstein generative Artificial Intelligence (AI) features to generate a summary from records, turn on Einstein for Wealth Management in Setup.
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