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            Agent Topic: FinServ Package Wealth Advisor Client Meeting Preparation (Managed Package)

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            Agent Topic: FinServ Package Wealth Advisor Client Meeting Preparation (Managed Package)

            The FinServ Package Wealth Advisor Client Meeting Preparation topic helps wealth advisors gather, review, and organize client details to prepare for a client meeting. This includes retrieving and summarizing client data, reviewing portfolio performance, checking financial goals, and identifying upcoming life events.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use FinServ Package Financial Advisor Assistance:

            Einstein for Financial Services user permission

            AND

            Financial Advisor Assistance setting
            To use Agentforce: Agent Platform Builder permission set
            To run Prompt Templates: Execute Prompt Templates user permission

            Managed Package Icon This is a Financial Services Cloud managed package feature.

             
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