Give your wealth advisors a prioritized home page that centralizes daily meetings, client alerts, and actionable insights so they can act on high-priority signals without switching between systems. Run My Day provides a continuously updated view of high-impact actions anchored by an advisor's meeting schedule and driven by system-ranked signals.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license, or in Agentforce 1 Financial Services Edition.
Why: Your wealth advisors balance responsibilities across growth, relationship management, service resolution, and regulatory adherence. Previously, the signals informing each of these tasks were scattered across Salesforce objects, portfolio systems, and compliance fields, requiring manual prioritization. Run My Day centralizes these signals and reduces manual triage. Wealth advisors can manage their day from a single Lightning page using two main components:
- Meeting Carousel: Stay prepared for every meeting by viewing today's scheduled meetings, including the time, attendees, and prep readiness status. Click a meeting card to open the session directly in the Meeting Concierge.
- Actionable Insights: Act on the highest-priority client signals from one place, with insights organized by groups such as Retain, Service, Grow, and Comply. See visual urgency indicators, review ranked insight cards, and take immediate action on individual records from a master-detail view.
How: From Setup, find and select Run My Day, and then configure which insight cards are enabled, and then define the triggers, prioritization logic, urgency indicators, and governed actions. Add the Run My Day components to your Lightning pages to give advisors a wealth-focused layout.