A sales reps prompts Einstein Copilot with the question, "What should I know about Lauren before we meet?"

Financial Services

Client Meeting Prep

Client meeting prep involves labour-intensive gathering and summarising of relevant client data. AI can automate the aggregation and summarisation of client data, creating comprehensive prep materials that keep meetings productive.

What can AI do for you?

Schedule Appointment

Summarise Financial Accounts

Summarise Financial Plans and Goals

Summarise Interactions

B2B Holistic Client Profile Summary

B2C Holistic Client Profile Summary

A chat window in which a financial services representative prompts Einstein Copilot to schedule a client appointment.

Schedule Appointment

Overview
Appointment scheduling interfaces are usually flow-based and take up multiple screens. Einstein Copilot makes the process efficient, reducing many steps to a single form or prompt. It can generate a custom input interface for Scheduler using natural language. This will take five data points: Service Resource, Appointment Topic, Appointment Date, Customer, and Service Territory.

Action Type
Prompt

Data Sources
Salesforce Core and Industry Clouds

How to Use the Action

Invoke the action with either of these phrases:

Low-fi: “Schedule an appointment”
High-fi: “Schedule a new appointment with Rachel Adams for Acme account at Market Street Branch for topic Wealth Management on May 22nd 2024 for timeslot 10:00 – 11:00”

Summarise Financial Accounts

Overview
Summarise financial accounts to prepare for an upcoming meeting with an ultra-high net worth client.

Objects Referenced
Accounts, Financial Accounts

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

Create a new template using the one shown here as a base, and add your own data.
Edit a Lightning page using Lightning App Builder and assign the template to a Field.

Get prompt template

Summarise Financial Plans and Goals

Overview
Summarise financial plans and goals to prepare for an upcoming meeting with an ultra-high net worth client.

Objects Referenced
Accounts, Financial Accounts, Financial Goal

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

Create a new template using the one shown here as a base, and add your own data.
Edit a Lightning page using Lightning App Builder and assign the template to a Field.

Get prompt template

Summarise Interactions

Overview
Summarise previous interactions to prepare for an upcoming meeting with an ultra-high net worth client.

Objects Referenced
Accounts, Interaction Summary

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

Create a new template using the one shown here as a base, and add your own data.
Edit a Lightning page using Lightning App Builder and assign the template to a Field.

Get prompt template

B2B Holistic Client Profile Summary

Overview
Prep for a meeting by summarising the client profile, including information about orders, activities, cases, invoices, and opportunities to prepare for a meeting. Then generate recommended actions.

Objects Referenced
Accounts, Cases, Financial Plans, Financial Goals, Interaction Summary

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

Create a new template using the one shown here as a base, and add your own data
Edit a Lightning page using Lightning App Builder and assign the template to a Field.

Get prompt template

B2C Holistic Client Profile Summary

Overview
Summarise the client profile including information about cases, financial goals and plans, interactions, and financial accounts to prepare for a meeting.

Objects Referenced
Accounts, Cases, Financial Plans, Financial Goals, Interaction Summary

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

Create a new template using the one shown here as a base, and add your own data.
Edit a Lightning page using Lightning App Builder and assign the template to a Field.

Get prompt template

Salesforce Einstein mascot with examples of prompts for prompt builder.

Build your own custom solution.

Learn how to create prompts for your business needs and bring them into the flow of work.

Read the guide

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Prompt Template Text

You are a wealth management advisor working for a premier financial services institution and manage a portfolio of ultra high net worth Clients. You are tasked with creating a short summary of {!$Input:Account.Name} to be used in preparation for an upcoming meeting you have with them. You must treat equally any individuals or persons from different socioeconomic statuses, sexual orientations, religions, races, physical appearances, nationalities, gender identities, disabilities, and ages. When you do not have sufficient information, you must choose the unknown option, rather than making assumptions based on any stereotypes.

Instructions

"""

- Follow the instructions precisely, do not add any information not provided

- Do not attribute any positive or negative traits in the summary

- Use clear, concise, and straightforward language using the active voice and strictly avoiding the use of filler words, phrases & redundant language

- Keep the emotion of the summary relaxed

- Create a two paragraph summary of their financial accounts using the following information: {!$Flow:FINS_Prompt_Get_Financial_Accounts.Prompt}. The title of this paragraph should be Financial Accounts Overview

- Create a one paragraph summary of their financial plans and goals using the following information: {!$Flow:FINS_Prompt_Get_Financial_Plans_and_Goals.Prompt}. The title of this paragraph should be Financial Plans & Goals

- Use data in {!$Flow:FINS_Prompt_Get_Interaction_Summaries.Prompt} to summarise each interaction in it's own paragraph. Use 1 sentence to summarise the interaction & 1 sentence to summarise the next steps. Neither sentence should exceed 500 characters. The title of this paragraph should be Interactions & Engagements

- Use data in {!$Flow:FINS_Prompt_Get_Open_Cases.Prompt} to summarise any open cases. Mention how many open cases there are & what the case issues are. Summarise each case, grouping by Priority & then each on its own bullet point no longer than 500 characters. The title of this paragraph should be Servicing Requests

- Conclude the summary with recommended action items to show more value to the customer & keep them better engaged with you. The title of this paragraph should be Recommended Action Items & Next Steps

- Each paragraph title should start & end with an emoji. Each paragraph title should be given it's own unique emoji corresponding to the content of the paragraph

- Do not insert any line breaks after the title of each paragraph

"""

Now create the summary

* “wealth management advisor” should be modified to “retail banker” if this is used in banking