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+4,200 puntos
Ruta

Learn to Work in Financial Services Cloud

Get a comprehensive view of your financial services customers so you can better meet their needs.

~4 horas
+200 puntos
Módulo

Financial Services Cloud for Users

Learn the basics of working in Financial Services Cloud and watch your productivity soar.

~25 minutos
+2.000 puntos
Módulo

Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

~1 hora 45 minutos
+600 puntos
Módulo

Client List Growth with Financial Services Cloud

Grow your business with referrals and metrics.

~35 minutos
Gain Clients Via Referrals
~15 minutos
Incompleto
Track Client Metrics
~20 minutos
Incompleto
+1.400 puntos
Módulo

Insurance Agent Console for Sales and Service

Learn how the insurance platform can help deliver connected customer experiences.

~1 hora 15 minutos
~4 horas