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See What’s New with Financial Services and Health

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to generate branded templates with summaries of client profiles, financials, and more.
  • Describe how to deploy enhanced relationship visualization quickly with new graph templates.
  • Explain how to accelerate decisions from anywhere with the Slack app for Financial Services Cloud.
  • Describe how healthcare and life sciences professionals can monitor care digitally.
  • Explain how to improve patient therapeutic outcomes and reduce healthcare costs with integrated medication therapy management.

Tear Sheet Generation

Enable bankers and financial advisors to quickly prepare for meetings with tearsheets created right from Financial Services Cloud. Salesforce admins can generate a branded template with comprehensive summaries that include the client profile, financials, and the bank’s relationships with the client. Share these templates across Salesforce orgs and include versioning to help maintain compliance with the bank’s policies.

Actionable Relationship Center Enhancements

The Actionable Relationship Center provides a single actionable view of your client's relationships including related people, businesses, financial accounts, opportunities, policies, and important entities. This new release enables industry professionals to model sophisticated hierarchical relationships, enrich data, and uncover hidden insights using Einstein Relationship Insights. With new out-of-the-box graph templates, admins can deploy enhanced relationship visualization even faster.

Learn more about Actionable Relationship Center enhancements.

Slack for Financial Services Cloud Enhancements

Accelerate decisions from anywhere with the Slack app for Financial Services Cloud. Quickly get the insights you need from Financial Services Cloud in the right context to make decisions faster. With this release, we’ve expanded the capabilities of the Slack app to create dedicated channels for Household records and orchestrate workflows with Slack-enabled Action Plans.

An Action Plan integrated in Slack

Know Your Customer Compliance

Empower customers, financial professionals, and their teams to collect and validate important client biographical information, verify identity, and adhere to compliance regulations. Quickly open and monitor accounts through frameworks built within Financial Services Cloud.

Learn more about Know Your Customer Compliance.

Virtual Care

Virtual care is a set of capabilities that enables healthcare and life sciences professionals to research, triage, diagnose, plan, deliver, and monitor care digitally.

Learn more about Virtual Care. 

Advanced Therapy Management

Advanced Therapy Management is a digital platform that provides simplified, multistep scheduling for delivering complex CAR (chimeric antigen receptor) T-cell and gene therapies.

Learn more about Advanced Therapy Management. 

Salesforce Healthcare APIs

Simplify integration with a turnkey solution that executes FHIR (Fast Healthcare Interoperability Resources) standard integrations for common use cases—directly in Health Cloud. New Salesforce Healthcare APIs are also available on the Salesforce Developer Portal.

Learn more about Salesforce Healthcare APIs. 

Medication Management Enhancements

Integrated medication therapy management helps improve patient therapeutic outcomes and reduce healthcare costs with proactive prevention of medication-related adverse events.

Learn more about Medication Management enhancements. 

Utilization Management Enhancements

Intake coordinators and administrative reviewers can now work more efficiently using preconfigured processes with rules for need assessment, auto-approval, and request routing. Clinician and plan administrators can also view the service-level agreement timer to track compliance.

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