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Self Service
Let your customer community users initiate service processes directly from a self-service portal, such as the Financial Services Client Portal. When you make the service processes available with a self-service portal, you allow your customers to raise service process requests at any time, from anywhere.
- 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. - Make the Financial Service Processes Visible to Your Portal Users
Show the actions to launch the pre-built service processes on the Financial Services Client Portal so that your customer community users can easily create service requests without contacting your service agents.
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