Financial Services Cloud: Client and Household Relationship Mapping, Alerts, Client Service Enhancements
Advisors can now create, maintain, and visualize clients and households through new relationship groups. Get new client service enhancements, including alerts on a client’s profile page and financial accounts to help advisors keep up with changes to client’s financial accounts.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
Read the Financial Services Cloud Implementation Guide to get the most out of these new features and enhancements.