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Act on Financial Client Relationships with the Actionable Relationship Center

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Act on Financial Client Relationships with the Actionable Relationship Center

Financial services industry success is built on developing and maintaining deep and trusted client relationships. The Actionable Relationship Center (ARC) gives you a one-stop visualization of your relevant client relationships so you can act on new information.

Required Editions

Note
Note ARC must be enabled by your admin. If you don't see ARC on your client profiles, ask your admin to enable it. Learn more
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions

With ARC, you can explore client relationship layers and related records, whether for B2C or B2B contexts. Consider the following common financial services scenarios.

B2C

A wealth advisor advises a high-net-worth client who invests in a charitable trust. The advisor can use ARC to see trusts and charities within the context of the companies that the client’s family is invested in. And the advisor can also see the relationships of the client’s relatives and their accounts.

ARC display page

B2B

An investment banker advises a large technology corporation that plans to make several acquisitions. The organization’s hierarchy involves layers of subsidiaries, executive teams, and professional services contractors, such as law firms and accounting firms. The banker can use ARC to organize all the information.

  • Get to Know ARC
    ARC is your one-stop shop for visualizing and managing your client’s related accounts and contacts. Here’s what you must know to get started.
  • Types of Relationships in ARC
    ARC helps users understand relationships among people and businesses by presenting them in an interactive display component. Each relationship type is displayed differently in the interactive ARC visualization.
  • ARC Integrations
    Extend the functionality of ARC using integrations with other features. When available, these features appear in the ARC side panel.
 
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