Get Started with the Agentic Advisor Experience Suite
Learning Objectives
After completing this unit, you’ll be able to:
- Describe Agentic Advisor.
- Identify the features that make up Agentic Advisor.
- Explain how Agentforce Financial Services and Data 360 provide the foundation for Agentic Advisor’s features.
Before You Start
Before you start this badge, consider completing this recommended content.
More Client Engagement, Less Administrative Burden
Financial advisors strive to serve their clients, but a recent study found that they spend almost 70% of their work time on tasks not related to client service.
That distracting work includes an hour or more each morning pulling information together from fragmented, siloed systems before advisors can even begin speaking with clients. Advisors slog through manual prep work, note taking, and follow-up tasks. That means less time for deepening client relationships.
This extra work and decreasing client connections have real costs. Firms risk losing clients because advisors lack the capacity to deliver a personalized, attentive experience. After all, clients don’t judge a firm only on the returns on their investments. Clients also want to feel like more than a number. If they don’t, they take their money elsewhere.
The Agentic Advisor suite for Agentforce Financial Services helps your team overcome these challenges, keep clients, and work more efficiently to drive productivity.
In this badge, you learn about Agentic Advisor, how it helps financial advisors, and its components.
The Agentic Advisor Experience
Agentic Advisor is an intelligent, AI-driven workspace for high-touch financial advisors. It’s native to Salesforce, built on the Agentforce Financial Services data model, and includes enterprise-grade compliance features.
As part of Agentforce for Financial Services, Agentic Advisor provides proactive insights that guide wealth managers to what matters most, so they plan their work with confidence. It prioritizes the clients who are most likely to convert or upsell, focuses advisors on the best referrals, and manages critical tasks to adhere to regulations. It helps your team find insights, then immediately act.
Here are the benefits for different roles.
- Financial advisors get more time to meet with clients and build relationships while Agentic Advisor does their prep and admin work. Agentic Advisor provides advisors with detailed information to review and decide how to proceed.
- Salesforce admins get a guided setup experience and low-code tools to launch Agentic Advisor in days, not weeks or months. They can start with a prebuilt template and configure it quickly with clicks, not code.
- Company leadership sees a quick return on investment. Agentic Advisor shifts AI from assistance to action, and helps grow revenue and assets under management as advisors spend more time with clients.
Now that you understand what Agentic Advisor can do, explore the features that power these benefits.
Key Features
Agentic Advisor isn’t just one solution. It’s a set of interconnected features built on Agentforce Financial Services. Those features are:
- Run My Day, a prioritized daily briefing organized into categories to eliminate triage across siloed systems.
- Enhanced Client Detail Pages, unified views of individuals and households that aggregate Salesforce and Data 360 data. These pages also include tools for simpler household creation, updates, and visualizations.
- Meeting Concierge, an AI-powered tool that helps advisors manage meetings from prep to follow-up and cuts meeting admin from hours to minutes.
- Intelligent Referral Management, a smart system to capture and manage referrals so that no client need goes unmet.
You learn more about each of these features later in this badge. Before you move on, though, explore how these features work together.
How the Features Work Together
The foundation of Agentic Advisor is your client data. Data 360 unifies data from other internal and external systems with your Agentforce Financial Services data to provide a complete view of each client. To make this process easier for admins, Agentforce Financial Services includes Data 360 data model object (DMO) mappings. Admins then use included industry-specific First Party Connectors for quick integration with Data 360.
From there, client data surfaces in Enhanced Client Detail Pages for individual clients and households. Those pages aggregate household members, financial accounts, meetings, life events, and other information. You can even include portfolio data from different custodians through connectors or custom integrations. You get a complete view of a client and their household situation.
That unified data also feeds Run My Day, which suggests daily priorities for each advisor by activity type, including the referrals most likely to convert.
When it’s time for a meeting, Meeting Concierge uses the same data to help advisors prepare, capture in-meeting notes, and follow up.
One common outcome of these meetings is a referral for other services. Intelligent Referral Management helps advisors create referrals in seconds with AI-generated insights, then adds context to make them more actionable for the specialists who handle the referrals.
Data and insights generated throughout the entire process feed back into your dataset. That gives Agentic Advisor more information to prioritize your team’s daily work.
What’s Next
In this unit, you explored the basics of Agentic Advisor and how it helps advisors work more efficiently and build stronger relationships with clients. You also learned about the features that make up Agentic Advisor and how they work together.
Understanding the power of Agentic Advisor is easier with an example, though. In the next unit, you meet a financial advisor as they start their day with Run My Day.