Impact
• 56 new features and enhancements
• 17 zero-to-one AI and automation innovations
• 32 agentic contextual insights and actions
• Projected increase in advisor efficiency
• 100% adoption desire among interviewees
• Advisor/institution AUM increase expectations
• Administrative burden reduction highly likely
• 17 zero-to-one AI and automation innovations
• 32 agentic contextual insights and actions
• Projected increase in advisor efficiency
• 100% adoption desire among interviewees
• Advisor/institution AUM increase expectations
• Administrative burden reduction highly likely
Roles
• Sr. Product Design Lead: Brian Thompson
• Research: Salesforce R&I
• PM: Salesforce FSC PM
• UX Writing: Brian Thompson
• Research: Salesforce R&I
• PM: Salesforce FSC PM
• UX Writing: Brian Thompson
Our goal is to empower financial advisors to drive financial success for their clients. This came to life through the launch of 56 AI-integrated features and enhancements, including 17 zero-to-one AI integrations and innovative automation, 32 agentic contextual insights and actions, and a range of enhancements to financial service and user experience.
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Financial Services Mission
Incubation
Align Leadership & Secure Funding
AI Integration & Innovative automation
To empower financial advisors with an intelligent digital ecosystem that transforms client relationships by unlocking trapped data, automating routine tasks, and streamlining operations, delivering personalized financial guidance at scale while preserving the irreplaceable value of human connection and enabling data-driven insights for strategic client engagement.
Agentforce Wealth Agent
An AI-driven agent that provides instant financial insights by compiling and analyzing all aspects of client data, including portfolio performance, asset allocation, and cash flow.
Agentforce automatically analyzes and surfaces key opportunities, with relevant projections, to help advisors more thoroughly pinpoint their clients goals and surpass them.
Agentforce Wealth Agent
• TL;DR: An expansive collection of AI-driven Agent Actions including: Wealth Summary, Portfolio Performance Summary, Asset Allocation Analysis, Plans and Goals Analysis, Cash Flow Analysis, and more.
• Customer Value: Unprecedented efficiency to compile and analyze all aspects of client data to automatically surface insights, projections, and opportunities to help financial services associates to more thoroughly help their clients achieve financial health goals.
Generative AI Prompt Templates
• TL;DR: Generates Target Asset Allocation summary, feasibility of Financial Plans and Goals. Quarterly investment performance review. Retirement readiness assessment. Intelligent insights and best next steps with relevant actions.
• Customer Value: Provide generative AI summarization and next steps to cater to use cases that are valuable for wealth advisors to advise to their clients
RAG Studio for FSC
• TL; DR: Retrieval augmented generation (RAG) Studio will allow FSC customers to upload documents so the LLM can generate responses in context to the customers’ standards.
• Customer Value: FSC customers may opt to fine-tune an LLM with highly specialized and propriety financial data that enhances the model’s knowledge and capabilities. Rag Studio will allow FSC customers to upload documents that provide information for LLMs to provide the best applicable responses.
Embedded AI + Actions
• TL;DR: Personalizes client summaries, gives prompts to change format, adds more data points, provides recommendations, actions include export and edit.
• Customer Value: Embedded AI Actions will accelerate wealth advisor productivity by collating a client summary with meaningful and personalized intelligence to use for client engagement. Furthermore, Embedded AI Actions will accelerate the ability for wealth advisors to automate repetitive tasks.
Gen AI Client Summary
TL;DR: Generative AI driven client summary for wealth advisors that generates a summary of their client’s relationship and status that could include life events, plans, goals, and net worth.
• • Customer Value: Improve wealth advisor productivity and save time by not having to manually generate a summary with context and data points about client’s wealth status and plans and goals.
Gen AI Client Summary
• TL;DR: Generative AI driven client summary for wealth advisors that generates a summary of their client’s relationship and status that could include life events, plans, goals, and net worth.
• Customer Value: Improve wealth advisor productivity and save time by not having to manually generate a summary with context and data points about client’s wealth status and plans and goals.
PURPOSE
• Reduce manual analysis
• Automatically surface key opportunities
• Contextualize relevant projection options
TAKEAWAY
• Identify, personalize, and project relevant outcomes
• Help advisors more thoroughly assist their clients
• Transform raw data into actionable insights for wealth advisors
• Transform raw data into actionable insights for wealth advisors
SUPPORT
• An expansive collection of agentic actions
• Pre-configured Advisor Assistant Agent
• Out-of-the-box topics and instructions
• Customizable agentic advisor workflows
• Pre-configured Advisor Assistant Agent
• Out-of-the-box topics and instructions
• Customizable agentic advisor workflows
Agentic Contextual Insights & Actions
Combining Contextual Insights Framework with Agentic Insights, Alerts, and Actions enables advisors to respond promptly to critical financial events, thereby boosting client engagement and satisfaction.
Contextual Alerts Framework
• TL;DR: An underlying Contextual Alerts framework to activate OOTB alerts in one click. Bringing the entire contextual alert set up experience for an admin into Financial Services with Salesforce Go.
• Customer Value: Provide the admin with the ability to explore new and unused features and set up alerts in less than 5 minutes to drive adoption. It’ll also reduce swivel chairing between Data Cloud and FSC.
Calculated Insights & Contextual Alerts
• TL;DR: Launch WAM, and Insurance DMOs along with calculated insights. Launch contextual alerts for the wealth asset management, and Insurance. Provide timely signals that encourage actionability, and benefits end clients.
• The wealth asset management, and insurance customers can now harness the power of calculated insights and contextual alerts that are personalized for their use cases. These calculated insights and contextual alerts can provide timely actionability and recommendations for their clients as well as improve business KPIs such as increase in AUM or increase in loan approvals.
Agentic Contextual Actions
• TL;DR: FINS users can have access to a list of actions that are relevant to the contextual alert based on the category of the contextual alert (retail banking, wealth management, lending and insurance use cases).
• Customer Value: FSC users become more efficient by choosing the right course of action in-line to the contextual alert and letting the agent handle the lower level, time consuming tasks.
Portfolio & Planning Enhancements
Tools like Portfolio Segmentation Views and Asset Allocation Visualization assist firms in optimizing investment strategies,
potentially increasing Assets Under Management (AUM).
potentially increasing Assets Under Management (AUM).
Asset Allocation Visualization
• TL;DR: Showcases current asset allocation for their client’s portfolio on the person or household account. Highlights target vs actual allocation. Provides detailed table with variance alerts. Surfaces relevant actions alongside variance alerts
• Customer Value: Allow advisors to plan with their clients and provide accurate and timely advice with data accessible real time.
Asset Allocation Data Model
• TL; DR: Extend data model to include portfolio management attributes such as asset allocation, drift, and holdings to improve integration experiences with portfolio management systems.
• Customer Value: Improve existing integration experience to sync portfolio management attributes and objects from portfolio management systems natively in FSC via the core data model.
Financial Planning Core Real-Time Roll-Ups
• TL;DR: Enhance the financial planning flexcard experience to ensure that an advisor starts the financial planning process with a 3P planning software such as Envestnet with the most up-to-date financial information of a household.
• Customer Value: Ensure that financial advisors are running the planning process with the client’s most up-to-date financial information to ensure that the advice is accurate.
ARC PRG Support
• TL;DR: With PRG as the new household object in core, we want to support PRG object in ARC so that our customers can continue to construct a relationship graph including households.
• Customer Value: Customers can continue to use the power of ARC to view PRG objects and their relationship within ARC. Households are the primary entity that many FSC customers use especially in the Wealth Asset Management and Retail Banking sub verticals.
Al-Driven Document & Data Intelligence
Capabilities such as Summarize Client Calls and Update Client Account Notes reduce manual workloads, improve data accuracy, and ensure
compliance, thereby enhancing overall operational efficiency.
compliance, thereby enhancing overall operational efficiency.
Setting Alerts to Flag Changes
• TL;DR: Set up alerts for significant changes in client portfolios, upcoming goal deadlines, and pending tasks
• Customer Value: Proactive approach allows for swift action on important issues, improving client satisfaction
Agentic Record Updates
TL;DR: Update client account notes with recent interactions, including call transcripts, meeting outcomes, and any changes to financial goals or personal circumstances
• • Customer Value: Streamlines workflow and ensures that client information is always current and readily accessible
• TL;DR: Allows advisors to add real-time, customized notes to the meeting agenda based on agent conversations, recent insights or findings.
• Customer Value: Increases flexibility and personalization, ensuring that important topics or observations can be included in the meeting discussion without missing crucial details.
Update Client Account Notes
• TL;DR: Update client account notes with recent interactions, including call transcripts, meeting outcomes, and any changes to financial goals or personal circumstances
• Customer Value: Streamlines workflow and ensures that client information is always current and readily accessible
Client Task Follow Up
• TL;DR: Promptly notify clients about pending tasks, reminders, or documents required, based on the current status of their financial needs
• Customer Value: Automates the outreach process to save the advisor time, ensuring timely follow-ups on outstanding task
UX & Performance Enhancements
Upgrades like Cosmos Enhancements and Data Cloud DMO Visualization improve user experience and system performance, leading to higher user adoption rates and potential expansion of licenses.
Cosmos Enhancements
• TL;DR: Salesforce SLDS2 Cosmos is the next evolution of the Salesforce user interface. It combines a new, more flexible technical framework (SLDS2) with a modern, clean visual refresh (Cosmos). This makes the Salesforce platform look better, and provides a foundation for future features like a dark mode and AI-ready components.
• Customer Value: Provides a modernized, intuitive design that boosts user productivity and enhances the user experience. Its flexible, next-generation framework allows for greater customization and future-proofs the platform, paving the way for upcoming features like AI integration and new themes..
Overall Conclusions
By focusing on strategic AI applications that automate low-value tasks and augment human expertise, we were able to create an entire agentic experience that not only improves efficiency, but also enables advisors to build deeper, more meaningful relationships with their clients, providing an unsurpassed, comprehensive, holistic financial management solution.
Impact
• 56 new features and enhancements
• 17 zero-to-one AI and automation innovations
• 32 agentic contextual insights and actions
• Projected increase in advisor efficiency
• 100% adoption desire among interviewees
• Advisor/institution AUM increase expectations
• Administrative burden reduction highly likely
• 17 zero-to-one AI and automation innovations
• 32 agentic contextual insights and actions
• Projected increase in advisor efficiency
• 100% adoption desire among interviewees
• Advisor/institution AUM increase expectations
• Administrative burden reduction highly likely
