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            Financial Advisor Assistance

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            Financial Advisor Assistance

            Streamline client engagement with the Financial Advisor Assistance for standard objects and Financial Services Cloud Managed Package. Integrate AI powered insights and automation into the wealth advisor's workflow. Deliver actionable, real time financial insights based on client portfolios and market trends.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            The Financial Advisor Assistance for standard Salesforce objects uses LLMs to streamline wealth management workflows. It summarizes client financial plans and goals, provides portfolio performance, analyzes current and target allocations, and tracks life events and meeting tasks. By leveraging a specialized library of industry-specific subagents and actions, the agent interprets requests to track life events, provide performance data, and automate advisor tasks.

            The FinServ Package Financial Advisor Assistance Agent for Financial Services Cloud Managed Package uses LLMs to automate client goal summarization, portfolio tracking, and task management. By leveraging a pre-built library of wealth management subagents and actions, the agent interprets requests to run advisor-specific workflows and decisions.

            • 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.
            • FinServ Package Financial Advisor Assistance (Managed Package)
              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 goals, provide portfolio performance, 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. FinServ Package Financial Advisor Assistance contains a library of standard subagents and actions specific to wealth advisors business use cases.
             
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