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.
Where: This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services (formerly Financial Services Cloud).
When: Meeting Concierge enhancements are available on a rolling basis starting Aug 18, 2026.
Why: Advisors can review and approve AI-suggested actions, edit summaries inline, and work through guided checklists at every stage of the meeting. Customize playbook components to gather context, manage agendas, and document outcomes across pre-meeting preparation, in-meeting facilitation, and post-meeting follow-up.
How: To get started, assign permissions and then set up Einstein Generative AI and Action Plans. Then, in Setup, build a playbook from scratch or a template. Use Prompt Templates, Action Plan Templates, Flows, and Agentforce Actions to configure the cards. View the playbook on the Meeting Playbook record page.