Make your knowledge base easier to consume for every customer or a portal user.
Configure the Financial Services Client Portal with AI-powered components to provide concise
article briefs, list frequently asked questions, and clarify specific terms instantly, helping
users resolve issues without needing to contact support.
Required Editions
Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions
where Financial Services Cloud license is enabled
To learn how to access and configure these knowledge components, see Knowledge Management.
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