About This Series: Agents at Work – Wealth Edition
This is the first post in a series that explores practical AI use cases for wealth management firms ready to begin their AI journey. Each post highlights high-impact applications that can be securely deployed on trusted platforms, as observed by our Global Client Partner, Parul Nagpal.
What’s the Sales Enablement Agent?
The Sales Enablement Agent is an AI-powered assistant built to support wealth advisors in their day-to-day work. It integrates directly with your Salesforce setup and takes on the heavy lifting around meeting prep, follow-ups, and keeping track of client details.
What Does the Sales Enablement Agent Do?
This agent is designed to support every part of the client meeting journey like:
- Pre-meeting briefings: The agent compiles relevant information from integrated platforms such as Salesforce, eMoney, and Alladin. This includes recent transactions, notes from previous interactions, upcoming opportunities, and key personal milestones, enabling advisors to approach each meeting fully informed.
- Agenda generation: Leveraging client-specific data and past conversations, the agent proposes a customized agenda tailored to the client’s current needs. For example, it may recommend a review of ESG portfolio performance or a discussion on the status of a 529 education savings plan.
- In-meeting support: During client meetings, the agent provides real-time assistance by highlighting relevant portfolio statistics, prompting product-related insights, and capturing follow-up tasks as they arise.
- Post-meeting follow-up: Following the meeting, the agent facilitates timely and accurate client communication by generating follow-up emails, PDF summaries, and portfolio adjustment overviews.
- Action item tracking and task creation: The agent records key action items and automatically updates Salesforce, ensuring that tasks are clearly assigned and that team members remain aligned.
Prompt Snapshot
You can interact with the agent using simple prompts like:
- “Give me a meeting brief for the Jameson Family Trust with recent advisor notes”
- “Draft an agenda to review ESG fund performance and 529 plan progress”
- “Summarize all client asks from this week’s meetings”
- “What’s the top opportunity in my book with low engagement risk?”
- “Create a follow-up email draft about Roth conversion strategies”
Why Choose the Sales Enablement Agent?
Advisors are expected to deliver highly personalized, well-informed advice in every meeting. But getting there takes time. Pulling reports, checking plan details, reviewing past conversations, and remembering key life updates can take over an hour per client.
The Sales Enablement Agent changes that.
- It brings down prep time from 90 minutes to about 25
- It allows advisors to meet with more clients every week
- Follow-up tasks are more accurate and consistent, going from 60 percent logged to over 95
- Meetings feel more personal, without adding to your workload
- Most importantly, it reduces the strain on advisors by handling the repetitive admin work
This tool doesn’t replace the advisor. It simply clears the path for better conversations and stronger relationships.
Tech Stack
This agent is built for firms already working within Salesforce. It’s designed to work with your existing setup, pulling from connected platforms and staying secure at every step.
- Platform: Salesforce, AgentForce, Telephony App
- Data Sources: Salesforce CRM, Data Cloud, eMoney, Alladin
- AI Layer: GPT-4 Turbo through Einstein GPT and a RAG agent trained on client-specific data
- Workflow: Salesforce Flow, prompt templates, Apex actions
- Security: Includes field-level controls, PII masking, and full audit trails with Shield
Final Thoughts
This is not a speculative vision about the future of AI, it is a practical demonstration of the tangible benefits available today. If the Sales Enablement Agent can save even six hours in a given week while enhancing the quality of client engagement, it presents a compelling case for adoption.
For wealth management firms operating on Salesforce, this agent offers a strategic, low-risk entry point into AI, delivering immediate value where it has the most impact.
FAQs
Can the agent work if all I have is platform data and past notes?
Yes. It uses your connected tools to pull context and build briefs automatically.
Will it write follow-ups for me?
It drafts them based on meeting details. You still review and send.
Is it meant to replace advisors?
Not at all. It handles prep and follow-up so you can focus on advising.
