AI-Generated Briefing Docs for Wealth Advisors - RuleSixPack #2
- Keith ‘Rule Six’ McAfee
- Jul 29
- 2 min read
Updated: Aug 4
What if every meeting came with an auto-generated prep sheet? This client made that a reality using Salesforce's Agentforce.
The Challenge
Boutique Wealth Firm (approx. 50 employees) was facing a critical issue: Manual prep for client reviews. This challenge wasn’t just a pain because of the time it took—it was costing them valuable opportunities and diverting resources to menial tasks.
How We Solved It
Using Salesforce’s Financial Services Cloud, Salesforce Flow, and Agentforce, we designed a solution where these tools could generate a version of the client prep sheet. Put into practice, the process took a matter of minutes to process, review and print out (yes, print out!) for the advisor, reducing time required by around 90% and driving up both accuracy and consistency.
What This Replaced
Previously, this process was entirely human-powered. It relied on hours of pulling CRM, portfolio, and note data manually, often leading to delays, errors, or inconsistent results. By automating and enhancing this workflow, the team unlocked more capacity and accuracy.
The Result
The estimated value created from this change: $216K in RM time saved annually.
10 RMs x 3 hrs/wk x 48 weeks = 1,440 hours/year
Avg. $150/hr loaded cost
≈ $216K saved, funding now re-invested in higher-value client work!
Could This Be You?
If you're struggling with manual prep for client reviews, it's likely that similar tools and design patterns could dramatically simplify your workflows too. We've seen a version of this use case prove effective at every single client. Let’s talk about how to bring that efficiency to your business.
Be sure to review the rest of the RuleSixPack of Use Cases!
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