Learn to Work in Financial Services Cloud
Get a comprehensive view of your financial services customers so you can better meet their needs.
+3,600 points
Beginner
End User
~3 hrs 25 mins
+3,600 points
Beginner
End User
~3 hrs 25 mins
+200 points
Module
Financial Services Cloud for Users
Learn the basics of working in Financial Services Cloud and watch your productivity soar.
~25 mins
hideHide 2 Units
+2,000 points
Module
Client Management with Financial Services Cloud
Understand households, manage accounts, and track interactions with your customers.
~1 hr 45 mins
showShow 4 Units
+1,400 points
Module
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1 hr 15 mins
showShow 6 Units
~3 hrs 25 mins