Life Events and Business Milestones for client engagement planning
Key Takeaway
Events and Milestones shows a client's significant life events or business milestones at a glance on the client's record, so advisors can plan timely, personalized engagement.
Agentforce Financial Services tracks significant moments in a customer's personal life as life events. It tracks significant moments in a business's journey as business milestones. The Events and Milestones component shows these moments on the client's record, where advisors and relationship managers can see them at a glance. Advisors use these moments to anticipate needs, identify upcoming opportunities, and reach out with timely guidance and relevant offers.
Life events and business milestones
Teams use the details of these events to understand the needs of the individual, household, or business behind the client record.
Events and Milestones works with any client type, not just B2B clients. For a B2B client, relationship managers get an at-a-glance view of important business milestones. For an individual client, advisors see the client's life events.