Deliver Personalized, Data-Driven Advice
Learning Objectives
After completing this unit, you’ll be able to:
- Describe tools to monitor and visualize client assets allocation, income, and expenses.
- Explain how Agentforce and AI tools help advisors quickly prepare for client meetings.
- Describe how Agentforce works with tasks and interaction summaries to improve meeting follow-up.
Monitor a Client’s Financial Health
In the last unit, you followed along with financial advisor Ryan as he added a new client, Rose, to his portfolio and onboarded her to Cumulus Wealth.
Adding new clients is one thing, but retaining them and growing your relationship is another type of work. In this unit, you learn about Agentforce Financial Services tools that help advisors monitor their clients’ financial health and provide timely, personalized advice.
Delivering that advice begins by gaining a deep understanding of a client’s finances. Agentforce Financial Services provides many objects specifically for tracking financial accounts.
Especially helpful to financial advisors, though, is the Asset Allocation page component. It provides advisors a complete view of a client's assets on their account record.
Ryan uses Asset Allocation to compare current holdings against a client's risk profiles. By highlighting drift from target allocations, he can proactively begin trading actions and drive productive rebalancing conversations.
Then, he uses the Financial Portfolio to review real-time financial data from external sources through Data 360. There, he checks a financial overview, portfolio and tax information, and details about cashflow and activity.
Equipped with these visualizations, Ryan can anticipate clients' financial needs, educate clients about opportunities, and provide tailored recommendations. For example, he notices that Rose has a significant cash surplus for several months. He advises Rose on investment products that will help her meet her goals using her excess cash.
Enhance Financial Advice with Agentforce
As Ryan and Rose’s advisor-client relationship develops, Rose comes to trust Ryan’s advice. Fast forward, and Rose has been Ryan’s client for a year. It’s time for her first major portfolio review.
Before Agentforce Financial Services, Ryan spent a significant amount of time preparing for these types of calls. He would pour through different systems to look for insights. Now, Ryan gets AI help to reduce his prep time.
He uses Meeting Concierge, an Agentic Advisor feature, to turn hours of manual work into minutes. Meeting Concierge gives your firm tools to create a repeatable, AI-assisted workflow for meeting prep, note taking, and follow up. Each meeting has its own meeting playbook record. With simple Salesforce admin configuration, the system automatically creates these records when a client meeting appears on an advisor’s calendar, so there’s no need for manual record creation.
Complete the Meeting Concierge badge for details.
He can also use the Financial Advisor Assistance agent to generate a wealth summary for Rose, detailing her portfolio performance, asset allocation, and progress on her financial goals and plans. The summary consolidates every detail Ryan has collected and tracked across features into a unified view.
Each of these tools transform raw numbers into detailed narratives.
With these features, Ryan is equipped for the meeting with a clear picture of Rose’s finances, targeted advice, and next-best actions. This quick prep helps Rose meet her goals and drives revenue for Ryan and Cumulus Wealth.
Use Agentforce to Deepen Relationships at Scale
That prep pays off. Ryan and Rose have a great meeting, and Rose is interested in several of Ryan’s recommendations.
Still, Ryan has some follow-up work to do.
To track the results of the meeting, Ryan uses tasks to track next steps and the Interaction Summary object to capture permanent notes that he can share securely with other members of his team. Ryan can create those tasks and write his notes manually, but to save time he again uses Agentforce to automate the job.
Both Meeting Concierge and Financial Advisor Assistance can help him save notes, summarize takeaways, update client plans, and create follow-up tasks. These tools help advisors such as Ryan spend less time wrangling notes and tasks, and more time deepening relationships, completing follow-up steps, and delivering personalized guidance.
That shift is the power of an agentic wealth enterprise.
Wrap Up
In this unit, you learned about features of Agentforce Financial Services that advisors use to gain a better understanding of their clients’ finances, find opportunities, and deepen relationships. Those benefits start with components that provide insights and financial standing, and are supercharged by the power of smart Agentforce features.
These features add to the tools you learned about earlier, that track a client’s progress toward their financial goals and accelerate an advisor’s work.
For Ryan, these features worked together to help him focus on what he loves to do most: help his clients. Plus, those deeper, more meaningful client relationships are growing revenue for Cumulus.
How can your institution, wealth advisors, and clients benefit from these features?
Complete the Agentic Advisor for Agentforce Financial Services badge to explore more tools as you consider your options.