Financial Services Cloud is an integrated platform designed to drive stronger client relationships within the financial services industry. It is built on the world's #1 CRM solution and comes with core Sales Cloud features, along with new custom fields and objects modeling financial accounts, assets, liabilities, and goals for both individual clients and across entire households
Key Features and Functionality
Financial Services Cloud offers several key features and functionalities, including:
Action Plans: These are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates
Account-Account Relationship Object: This is a custom object in Financial-Services-Cloud Questions Answers Financial Services Cloud that allows users to create and manage relationships between two accounts, such as Household Member, Business Owner, Trustee, or Friend. It can store additional information about the relationship between two accounts, such as role, start date, end date, or status