Financial Advisor Assistance (Standard Objects)
Bring the power of assistive and autonomous AI agents to your wealth management client interactions with Agentforce. Agentforce is a trusted, intelligent conversational AI Assistance to help your wealth advisors effortlessly handle wealth management tasks. Agentforce Agents are goal-oriented AI Assistance that help you automate repetitive tasks. They help you summarize client financial plans and goals, provide portfolio performance, analyze current and target allocations, and track life events and meeting tasks. Agents use subagents, actions, the reasoning engine, and large language models (LLM) to understand requests, make decisions, generate responses, and perform actions. Financial Advisor Assistance contains a library of standard topics and actions specific to wealth advisors business use cases.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Note Financial Advisor Assistance agents are available to Salesforce users with the
UniversalCreditMetering, AgentforceEmployeeAgentAddOn, and
EinsteinForFinancialServicesAddOn.
Important This feature uses Einstein Generative AI and may consume Einstein Requests or Flex
Credits or Customer Data Cloud Requests. Einstein Generative AI Features and Data Cloud are
provided on a separate infrastructure with different security protections and physical hosting
locations than the Services. See Salesforce Trust and Compliance Documentation.
| Agent Action | Reference Action Type & Name | Description |
|---|---|---|
| Create Record Alerts | Flow: Create Record Alert | Collect the account ID, start date, description, and subject. Create a record alert for the account. |
| Create or Update Agenda Draft | Flow: Create or Update Agenda Draft | Collect the note ID and agenda draft. Create or update the agenda draft. |
| Get Client Life Events | Flow: Standard FSC: Get Recent and Upcoming Events | The Get Client Life Events action provide wealth advisors with a list of past and upcoming life events within Salesforce Financial Services Cloud. |
| Identify by Record Name | Standard Action | Searches for Salesforce records by name and returns a list of matching record IDs. |
| Review Asset Allocation | Prompt Template: Summarize Target Allocation | The Review Asset Allocation action provides wealth advisors with a comparison of an account’s current portfolio asset allocation with their target allocation. |
| Summarize Account Record Alerts | Prompt Template: Summarize Account Record Alerts | Provide wealth advisors with a real-time summary of an account's record alerts within Salesforce Financial Services Cloud. |
| Summarize Account Financial Details | Prompt Template: Gain and Loss Summary for Securities Holdings | The Summarize Portfolio Performance action provides wealth advisors with a summary of an account’s portfolio performance within Salesforce Financial Services Cloud. |
| Summarize Agenda Drafts | Prompt Template: Summarize Agenda Drafts | Summarize agenda drafts for client meetings. |
| Summarize Financial Plans and Goals | Prompt Template: Client Financial Plans and Goals Progress | The Summarize Financial Plans and Goals action finds and retrieves financial plans and financial goals records based on user input and specific conditions such as field values. This action identifies the correct records and object. |
| Summarize Household Financial Details | Prompt Template: Client Profile Summary for Household | The Summarize Household Financial Details action provides wealth advisors with a real-time summary of a household’s financial profile within Salesforce Financial Services Cloud. |
| Summarize Portfolio Performance | Prompt Template: Gain and Loss Summary for Securities Holdings | The Summarize Portfolio Performance action provides wealth advisors with a summary of an account’s portfolio performance within Salesforce Financial Services Cloud. |
| Create Action Plan Item | Flow: Create Action Plan Item | Create an action plan for a client. When available, use the meeting notes. |
| Create Action Plan | Flow: Create Action Plan | Create an action plan item for an action plan. Enter the item name, status, priority, and due date. |
| Create Financial Goal | Flow: Create Financial Goal | Collect the account ID, start date, status, type, target amount, priority, target date, and name. Create a financial goal for the account. |
| Create Financial Plan | Flow: Create Financial Plan | Collect the account ID, name, start date, status, and type. Create a financial plan related to the account. |
| Create Interest Tag | Prompt Template: Create Interest Tag | Extract interest tags from the meeting notes. Show the extracted interest tags to wealth management advisor, who can then select the interest tags to create. |
| Create Person Life Event | Flow: Create Person Life Event | Collect the account ID, name, date, and type. Create a person life event related to the account. |
| Extract Action Plans | Prompt Template: Extract Action Plans | Extract action plans from meeting notes. Identify one or more action plans, statuses, and start dates for wealth management advisors. |
| Extract Financial Goals | Prompt Template: Extract Financial Goals | Extract financial goals from meeting notes. Identify financial goals, types, statuses, priorities, start dates, target amounts, and target dates for wealth management advisors. |
| Extract Financial Plans | Prompt Template: Extract Financial Plans | Extract financial plans from meeting notes. Identify financial plans, types, statuses, priorities, start dates, target amounts, and target dates for wealth management advisors. |
| Extract Person Life Events | Prompt Template: Extract Person Life Events | Extract person life events from meeting notes. Identify life events, types, and dates for wealth management advisors. |
| Structure Financial Advisor Meeting Notes | Prompt Template: Structure Financial Advisor Meeting Notes | Structure and organize meeting notes. Identify the key client details, needs, concerns, and next steps for a follow-up meeting. |
- Set Up Financial Advisor Assistance
Assign permissions, turn on Wealth Agent and Financial Account Management Standard Objects settings, and set up group membership. - Create an Agent from the Agentforce Financial Advisor Assistance Template
Streamline client engagement with the Financial Advisor Assistance agent. The agent provides wealth advisors with quick access to client summary insights that include portfolio performance, financial goals, life events, financial plans, and more. - Financial Advisor 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. Financial Advisor Assistance contains a library of standard subagents designed for financial advisors to help customers. - Work with Your Financial Advisor Assistance Agent
Use the Agentforce for Financial Services: Financial Advisor Assistance agent to create a summary of a client's financial accounts, plans, goals, and other household details.
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