S suzein New member May 22, 2025 #1 I was trying to streamline client onboarding and track financial goals more efficiently than in the past. So is anyone here using financial services cloud for this? if yes Would love to hear your tips!
I was trying to streamline client onboarding and track financial goals more efficiently than in the past. So is anyone here using financial services cloud for this? if yes Would love to hear your tips!
J jyoti New member May 26, 2025 #2 We use Financial Services Cloud for: To Bring Client On Board: Easy to introduce new clients on board. Helps clients set financial goals and track what has been set. Gives a complete view of client relationships. Centralized data management: keeps client data in one place, so you get a better overview. Work better together: It allows teams to collaborate in providing services to the clients. Provides tools to track performance and to generate reports. Simply put, it allows financial institutions to have better, more productive relationships with their clients and services!
We use Financial Services Cloud for: To Bring Client On Board: Easy to introduce new clients on board. Helps clients set financial goals and track what has been set. Gives a complete view of client relationships. Centralized data management: keeps client data in one place, so you get a better overview. Work better together: It allows teams to collaborate in providing services to the clients. Provides tools to track performance and to generate reports. Simply put, it allows financial institutions to have better, more productive relationships with their clients and services!
