Events and Milestones

Use case

Consider a financial institution managing diverse personal and business clients across products like home loans, business accounts, and investments. As clients reach new life events and business milestones such as buying a home, purchasing a car, or expanding a business—the Events and Milestones feature gives relationship managers an at-a-glance view of these moments on the client's record. This enables them to identify immediate financial goals, deliver timely financial guidance, and present relevant offers right when the client needs them most.

Impact

To surface clients' life events and milestones, identify upcoming financial goals, engage them with timely and relevant guidance, and uncover new opportunities as their needs change.

Explore and Learn

Watch this video to understand how you can use Events and Milestones in.

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To learn how to set up and configure Events and Milestones in your org, see Events and Milestones.