Financial Services features and changes are released as often as monthly, so check back again soon for the latest updates.
May 2026
| Functional Area | Release Note |
|---|---|
| Meeting Concierge | Unify the Advisor-Client Meeting Lifecycle with Meeting Concierge |
| New and Changed Financial Services Objects | Meeting Concierge |
June 2026
| Functional Area | Release Note |
|---|---|
| Digital Origination | Fast-Track Business Deposit Account Intake with a Discovery Framework Template |
| Flexible Hierarchies | Search All Node Types at Once in Flexible Hierarchies |
August 2026
| Functional Area | Release Note |
|---|---|
| Agentic Advisor | Agentic Advisor for Wealth Management |
| Meeting Concierge | Meeting Concierge |