Relationship management pain points and delivered client insight features
Key Takeaway
In discovery, match each relationship management pain point to the feature built for it. For example, related records scattered across screens point to the ARC Relationship Graph component, and a household's finance totals point to financial summary rollups.
Relationship managers, bankers and wealth advisors lose time to scattered client data and administrative work. Agentforce Financial Services addresses these pain points with a client and household data model plus client insight features, such as relationship graphs, rollups, unified client pages, shareable meeting notes, alerts and AI agents. Together, the data model and the features put a client's full picture in one place. In discovery, a consultant matches each pain point a team describes to the feature built for it.
Relationship management pain points
Common relationship management pain points include these:
- Client data spread across disconnected systems
- Advisors stuck on administrative tasks instead of spending time with clients
- Bankers opening many records or browser tabs to piece together one client's situation
Client data is also subject to strict regulatory and security requirements. At the same time, wealth firms face shrinking margins and shrinking workforces while clients expect more personalized advice.
During discovery, listen for these pain points as a team walks through its current business processes and flows. Each feature below names the pain point it answers, so you can match one to the other.