Manage Beneficiaries for Wealth Banking Service Process

Your customers can use the Manage Beneficiaries service process to raise requests to add or modify beneficiaries from any of their investment accounts.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

Setup and Configuration of the Manage Beneficiaries Service Process for Wealth Banking
Give your service reps a simple way to record customer requests to add or change primary and contingent beneficiaries by enabling the Manage Beneficiaries service process through Service Process Studio.
Submit a Manage Beneficiaries Request for Wealth Banking Service Process
Your service reps can create and submit a Manage Beneficiaries request by using the Manage Beneficiaries Omniscript.
Self Service for the Manage Beneficiaries Service Process
Give your customer community users access to the Manage Beneficiaries service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Manage Beneficiaries through a self-service channel.

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Manage Beneficiaries for Wealth Banking Service Process

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Manage Beneficiaries for Wealth Banking Service Process

Required Editions