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Get Started with Business Client Engagement for Financial Services Cloud
Use the Business Client Engagement to ensure a clear and precise data-driven approach to identify the key stakeholders in various ownership structures. Use the new prebuilt actionable relationship center (ARC) graph templates to visualize complex business relationships in a convenient and interactive manner. View how your business client entities are related to each other and to other related accounts by using a B2B Account to Account Relationship graph template and a B2B Applicant to Applicant Relationship graph template.
Use these resources to learn about the features and plan your implementation—there’s no need to set things up just yet. Plan to spend some time exploring the links on this page.
