Client 360 — Brian Thompson

FSC Agentic Wealth Experience

Client 360.

Global context awareness — AI-generated narrative summaries, life events, plans, goals, and relationship graphs.

Challenge

Client context is trapped in silos.

A client’s full picture — relationships, life events, financial goals, risk tolerance, communication history, and sentiment — lives across a dozen disconnected records. Advisors spend the first minutes of every interaction re-assembling context that the system already knows.

What We Built

One view. Full context. AI-synthesized.

Global Context 360

AI-generated narrative

Agentforce synthesizes the client’s full history into a real-time narrative summary. Relationships, recent interactions, financial state, and sentiment — in plain language.

Life Events & Goals

Proactive detection

Automatic life event detection (retirement, college, home purchase) triggers contextual alerts and updates planning projections in real time.

Relationship Graph

Household intelligence

Visual household hierarchy showing relationships, shared accounts, beneficiaries, and centers of influence across the network.

Key Decisions

Design choices that defined the experience.

Narrative over fields: AI generates a readable summary instead of forcing advisors to scan 40+ data fields
Life events as triggers: Detection doesn’t just log — it activates. A detected life event fires alerts, updates plans, and suggests next steps.
Contextual alerts embedded: Agentforce banners surface directly on the record page — “$300K by 2028” opportunity, “Fixed In” warning
Household-first architecture: The system thinks in households, not individuals — shared goals, combined AUM, cross-referenced relationships
RAG-grounded responses: All AI outputs grounded in org-specific knowledge via RAG Studio — no hallucination in financial context

Results

Impact.

AI narrative

Full client story generated in real time from all data sources

Life event detection

Proactive identification of retirement, college, home purchase triggers

Gartner

Analysts “delighted” by proactive life-event detection in MQ demo

Household-first

Combined context across all household members and relationships

RAG Studio

Proprietary financial documents ground all AI responses

Actionable Insights

Contextual alert banners embedded directly on record pages