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Self-Service Capabilities in Financial Services Client Portal
Give your clients the ability to manage their financial services needs through a self-service portal. Set up a new Experience Cloud portal using the Financial Services Client Portal template and configure the self-service capabilities. Clients can create and track service requests, schedule and manage appointments, submit loan applications, browse frequently asked questions and knowledge articles, and provide feedback. You can use the Experience Cloud portal as is or you can embed this portal into existing internet and mobile banking systems through single sign-on.
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