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            FinServ Package Financial Advisor Assistance Subagent Reference (Managed Package)

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            FinServ Package Financial Advisor Assistance Subagent Reference (Managed Package)

            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 subagents designed for financial advisors to help customers.

            Required Editions

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

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

            • Subagent: FinServ Package Wealth Advisor Client Meeting Preparation (Managed Package)
              The FinServ Package Wealth Advisor Client Meeting Preparation subagent 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.
            • Subagent: FinServ Package Wealth Advisor Client Post Meeting Follow Up (Managed Package)
              The FinServ Package Wealth Advisor Client Post Meeting Follow Up subagent helps wealth advisors manage post meeting tasks by creating financial goals, and life events. Structure and organize meeting notes. Extract financial goals, and life events from the meeting notes. Classify follow-up tasks into categories such as financial planning or documenting outcomes. If meeting notes are available, use this topic.
             
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