---
schema_version: "1"
id: 9b89f0a24895a598de50bc905429485e781fc52395a8e3cced60ff1ebde18452
title: Financial Services Features Released by Month
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_financial_services_monthly.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_financial_services_monthly.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4e00700365c36fc8cff90fa7cc1c763708017cbe3614ff7bd18c6907a75f5b02
description: Financial Services features and changes are released as often as monthly, so check back again soon for the latest updates.
products:
  - Cross Cloud
release: "262"
---
# Financial Services Features Released by Month

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](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge.htm&release=262.0.0&type=5 "Manage the advisor-client meeting lifecycle, from preparation to follow-up, in a single interface. Meeting Concierge eliminates the need for financial advisors to switch between calendars, note-taking tools, and custodian systems. Powered by Agentforce, your advisors get AI-generated meeting prep summaries, video playback with live transcripts, and automated post-meeting follow-up drafts.") |
| New and Changed Financial Services Objects | [Meeting Concierge](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_new_and_changed_objects.htm&release=262.0.0&type=5 "Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects.") |

## June 2026

 
| Functional Area | Release Note |
| --- | --- |
| Digital Origination | [Fast-Track Business Deposit Account Intake with a Discovery Framework Template](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_business_deposit_account_intake.htm&release=262.0.0&type=5 "Speed up business deposit account intake by guiding applicants through a prebuilt Omniscript-based intake journey for SMB (Small Medium Business) and commercial customers. Capture all party data, KYC (Know Your Customer), KYB (Know Your Business), regulatory, and financial details in a single intake process—eliminating manual, multi-source data collection.") |
| Flexible Hierarchies | [Search All Node Types at Once in Flexible Hierarchies](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_search_all_nodes.htm&language=en_US) |

## August 2026

 
| Functional Area | Release Note |
| --- | --- |
| Agentic Advisor | [Agentic Advisor for Wealth Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentic_advisor_wlth_mgmnt.htm&release=262.0.0&type=5 "Give wealth advisors an AI-powered command center for every client relationship. Agentic Advisor for Wealth Management brings AI-generated client summaries, prioritized insights and actions, and a unified view of client portfolios directly onto the client and household record pages. Connect third-party custodial data providers like BridgeFT through Connector Library, streamline household creation and visualization, and speed up referral submissions with dynamic intake forms and assignment rules. These updates help advisors spend less time searching for information and more time on high-value client conversations.") |
| Meeting Concierge | [Meeting Concierge](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_overview.htm&release=262.0.0&type=5 "Meeting Concierge updates give advisors more control across the full meeting lifecycle. See citations in AI-generated client summaries, capture auditable transcription consent, review AI-suggested tasks before saving, and switch playbook definitions when meeting goals change.") |