Get a More Holistic View of Customers with Commercial Banking

Bankers get greater visibility into customer relationships in commercial lending, treasury management, trade finance, and more with the Commercial Banking Console app. Plus, a Business Referrals record type makes it easy for relationship managers and lending assistants to make business-to-business referrals.

Where: This feature is available in Lightning Experience and all versions of the Salesforce app in Professional, Enterprise, and Unlimited editions that have Financial Services Cloud enabled.

How: Assign a Relationship Manager profile and the relevant permissions. Update and assign the Commercial Banking page layouts.

Relationship managers review a summary of their activities on the Commercial Banking home page.

The commercial banking homepage showing a dashboard summary, referrals details, forthcoming activities, and opportunities.

Create business referrals to capture and track new business opportunities.

The referrals tab showing new business opportunities.

Get a more focused summary on the Relationship Management Dashboard.

The relationship management dashboard showing the relationship manager's pipeline of opportunities, loan and mortgages, and assigned referrals.