---
schema_version: "1"
id: 95c07df45317b3f048394402d5aa34b823eb0cd01dd15ac79b5b8c4b70e7e08a
title: Unify the Advisor-Client Meeting Lifecycle with Meeting Concierge
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_meeting_concierge.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f871d080cafed151053bf0d45df67ee902f1aaa26eaef4d908dfc9c293148563
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Unify the Advisor-Client Meeting Lifecycle with Meeting Concierge

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.

#### See Also

- [_Salesforce Help:_ Meeting Concierge](https://help.salesforce.com/s/articleView?id=ind.fsc_meeting_concierge_overview.htm&language=en_US)