See What’s New with Financial Services Cloud
After completing this unit, you’ll be able to:
- Explain how Lightning Scheduler drives efficiencies and makes booking appointments with the right person at the right time easier than ever.
- Describe how you can uncover actionable insights faster with a new suite of prebuilt analytics apps specifically for financial services.
Personalize customer experiences and capitalize on every expressed interest by booking appointments with the right person, at the right time and place. Drive efficiency and uncover insights by embedding scheduling within CRM processes, such as lead, referral, and opportunity management.
Learn more about Lightning Scheduler.
Uncover actionable insights faster with a new suite of prebuilt analytics apps specifically for financial services. The first app enables wealth advisors to manage their book of business better by providing insights across client goals and satisfaction, lead and referral performance, and sales execution.
Learn more about Einstein Analytics for Financial Services.