Relationship Managers, Bankers, Insurers, and Wealth Managers spend considerable time reviewing emails, call notes, and past conversations with clients to prepare for meetings. Simplify meeting preparation with AI-generated summaries that consolidate recent interactions and communications into a concise overview.
Summarize previous interactions to prepare for a upcoming meeting with ultra high net worth clients.
Object Referenced
Accounts, Cases
Financial Plans
Financial Goals
Interaction Summary
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to your dashboard select desired client account, select related prompt in the dropdown, click generate summary button.
Availability
GA Oct. '24*
Generate a summary of interactions with clients in the context of an objective of a business relationship plan to prepare for an upcoming client meeting.
Object Referenced
Accounts, Cases
Financial Plans
Financial Goals
Interaction Summary
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to your relationship manager dashboard, select client account, select business relationship plan, click generate summary button.
Availability
Coming soon*
DISCLAIMER: *Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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