Financial Services Cloud: Client Expressed Interests Component, Accelerated Data Loads, and Person Accounts
Users can quickly capture what’s top of mind for their customers, whether it’s retirement savings or a savings account, and see it all on the client profile with the Client Expressed Interests component. Upload large batch sizes lickety-split with Accelerated Data Loads, our enhancements to bulk uploads. Plus, you can leverage person accounts in Financial Services Cloud. And there’s more—keep reading!
|Financial Services Cloud is available in Lightning Experience.
Available in: Professional, Enterprise, and Unlimited Editions