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            FinServ Package Financial Advisor Assistance (Managed Package)

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            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.

            Required Editions

            Important
            Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the Data Cloud for Financial Services Cloud Standard Objects feature, which can be accessed without installing the managed package.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note

            Before you start, confirm that the Financial Services Cloud (FSC) package is installed and person accounts are configured.

            Agent Action Reference Action Type & Name Description
            Identify by Record Name Standard Action: IdentifyRecordByName Searches for Salesforce records by name and returns a list of matching record IDs.
            FinServ Package Summarize Financial Details Prompt Template: FinServ Package Summarize Financial Details The Summarize Financial Details action provides wealth advisors with a real-time summary of a household and person account’s financial profile within Salesforce Financial Services Cloud.
            FinServ Package Summarize Financial Goals Prompt Template: FinServ Package Summarize Financial Goals The Summarize Financial Goals action finds and retrieves financial goals records based on user input. This action provides a real-time summary of a household and person account’s financial goals within Salesforce Financial Services Cloud.
            FinServ Package Summarize Portfolio Performance Prompte Template: FinServ Package Summarize Portfolio Performance Prompt template. Provide wealth advisors with real-time summary of an account’s financial profile within Salesforce Financial Services Cloud.
            FinServ Package Get Client Life Events Flow: FinServ Package Get Client Life Events The Get Client Life Events action provides wealth advisors with a list of past and upcoming life events within Salesforce Financial Services Cloud.
            FinServ Package Create Financial Goal Flow: FinServ Package Create Financial Goal Collect the account ID, status, type, target value, target date and name. Create a financial goal for the account.
            FinServ Package Create Life Event Flow: FinServ Package Create Life Event Collect the account ID, name, date and type. Create a life event related to the account.
            FinServ Package Extract Financial Goals Prompt Template: FinServ Package Extract Financial Goals Extract financial goals from meeting notes. Identify financial goals, types, statuses, target values, and target dates for wealth management advisors.
            FinServ Package Extract Life Events Prompte Template: FinServ Package Extract Person Life Events Extract life events from meeting notes. Identify life events, types, and dates for wealth management advisors.
            FinServ Package Structure Financial Advisor Meeting Notes Prompte Template: FinServ Package 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.
             
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