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Learn About Financial Services Cloud and Explore
Learn how Financial Services Cloud can help your business and customers. Understand its core functionality, create a trial org, and learn how to get started.
- Retail Banking
- By using Financial Services Cloud for Retail Banking, bankers, loan officers, tellers, and operations associates get a 360-degree view of their customers including customer profile, interests, life goals, and events, as well as financial accounts. Explore a trial org and learn about what’s included, what setup is recommended, and how to get ready for your implementation.
- Wealth Management
- Financial advisors can use the Wealth Management Lightning app for a complete view of their customers and to deliver the personalized, proactive service that their clients expect. Advisors can deepen client relationships, personalize engagements, and increase productivity to scale their reach and to grow their business. Explore a trial org to learn about what’s included, what setup we recommend, and how to get ready for your implementation.
- Insurance
- The Insurance Agent Console app helps agents and service reps track their performance and stay focused on their goals. The distributor performance dashboard, reports, and performance metrics, provide sales managers with a consolidated performance summary for all their distributors. The Insurance Agent Portal template gives independent insurance agents access to insurance features and components and lets them manage and grow their books of business.
- Onboarding
- The Discovery Framework feature lets you create and manage assessment questions, surface digital assessments, and collect information for onboarding customers. You can use the Know Your Customer (KYC) data model to validate prospect information and assign a risk rating. By using the Data Consumption Framework, you can also easily set up integrations with third-party providers for assessing risk and for screening.
- Mortgage
- Mortgage for Financial Services Cloud includes a new data model for mortgage applications, new standard flow templates, and new flow screen components.
- Commercial Banking
- The Commercial Banking Console app give bankers greater visibility into customer relationships in commercial lending, treasury management, trade finance, and more. The Business Referrals record type makes it easy for relationship managers and lending assistants to make business-to-business referrals.
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