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Get Started With Financial Services Cloud for Retail Banking
Financial Services Cloud for Retail Banking provides bankers, loan officers, tellers, and operations associates with a 360-degree view of their customers including customer profile, interests, life goals, and events, and financial accounts. Explore a trial org and learn about what’s included, what setup we recommend, and how to get ready for your implementation.
Bankers can also onboard customers, track interactions, and get cross-departmental alerts for critical customer issues. Contact Center Agents can verify callers, view complete customer context, and conduct service transactions using a Unified Service Agent Console, eliminating the need to switch between multiple applications.
Use these resources to learn about the features and to plan your implementation.
