Improve advisor productivity and enhance relationships with Financial Services Cloud
Capture and visualize up-to-the-moment account information within and across clients, households, and networks
Financial Services Cloud comes with a pre-built data model that is used to help advisors, bankers, and captive insurance agents better track their prospects and clients, putting them in a position to provide excellent service to their clients.
How does it help?
Remain KYC compliant, without having to think about it.
Reduce onboarding time and repetitive tasks
Consolidate multiple systems into one to increase productivity
Decrease system maintenance costs
Humanize the advisor-client relationship to retain them longer
The implementation won’t affect your current projects and processes. Minimal resources required for the implementation.