Bankers and Wealth Managers often find it challenging to deliver personalized interactions at scale due to client data being scattered across various systems. Centralize and unlock this data to create trusted AI-driven summaries and insights, enabling meaningful conversations and driving growth.
Summarize financial plans and financial goals to prepare for a upcoming meeting with an ultra high net wealth worth client.
Object Referenced
Accounts, Financial Plan, Financial Goal
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to desired client account, open client/account overview, click generate summary button to generate client account summary.
Availability
GA Oct. '24
Generate a summary of a commercial banking client that will be used to help simplify business relationship planning.
Object Referenced
Accounts
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to desired client account, open client/account overview using a standard template, click generate summary button to generate client relationship summary.
Availability
GA Oct. '24
Data from key insurance-related objects, such as insurance policies, claims, and accounts, is extracted to provide a comprehensive multi-record summary for the user. The summary includes information on policy premiums, coverages, claim payments, and assets.
Object Referenced
Accounts, Insurance Policies, Insurance Policy Asset, Insurance Claims
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to desired policyholder account, select related prompt in the dropdown - Account Summary, click generate summary button.
Availability
GA Oct. '24
Summarize and view a client’s overall asset portfolio and asset allocation for insight into the client’s risk tolerance and financial goals, helping advisor provide the right advice on asset allocation for clients to achieve their goals.
Object Referenced
Acccounts, Financial Accounts
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to desired client account, select related prompt in the dropdown, click generate summary button.
Availability
GA Oct. '24
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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