Give your advisors a complete view of every client and household when they open an account record. Show advisors AI-generated summaries, timely insights, and recommended actions, alongside dedicated tabs for financial performance, financial accounts, household member relationships, and financial plans and goals. Customize what your advisors see on the record page so they stay focused on what's relevant to their book of business and spend more time on high-value client conversations.
- Show Your Advisors the Most Relevant Client Details with the Household Snapshot Component
Give your advisors immediate access to the primary member contact details and key account details directly on the household record page. Free your advisors from switching between records, so they focus on strengthening client relationships rather than searching for information. Customize what your advisors see on Household Snapshot to match their client portfolio. - Keep Advisors Informed with AI-Generated Client Summaries
Configure Client Pulse to give your advisors a summary of a client's financial health, goal progress, upcoming life events, open cases, and recent developments each time they open a client record. Show your advisors what has changed since the last conversation, so they start every interaction with the latest context and spend less time searching for information across systems. - Show Priority Insights and Actions on Client Record Pages
Configure the Insights and Actions component to show your advisors portfolio changes, life events, and engagement signals directly on the client record page. Your advisors act on client needs without leaving the record, so they respond before opportunities pass. Customize which insights and actions appear for each advisor and keep your advisors focused on their most important client relationships. - Assess Client Financial Health with Financial Portfolio
Give your wealth advisors a unified view of a client's portfolio directly in Agentforce Financial Services. With Financial Portfolio, advisors can assess portfolio health, identify risk, and respond to client inquiries without switching to external portals. Advisors can monitor liquidity, review AUM (account under management) trends, and analyze top position concentrations from a single interface.