Hello Trailblazers!
We’re excited to announce Agent Actions (Beta) in Financial Services Cloud that helps streamline your common banking services.
With Agent Actions, resolving banking inquiries has never been easier or faster. Whether it's reversing a fee on a financial account or updating an address, your service reps can now handle these tasks with just a few clicks. This means quicker resolutions and happier customers!
New Video Alert!! Uncover the key components of the KYC Data Model and understand how to perform identify verification, risk screening of accounts or contacts. Validate information submitted by a prospect during an assessment during onboarding. Click here to watch the video. To learn more about KYC data model, see Know Your Customer.
Exciting news! We are thrilled to introduce new prebuilt service processes tailored for Wealth Management in Financial Services Cloud. To explore these service processes and enhance your customer service journey, click here. This release note provides all the essential details, including instructions on installing the service processes as an unmanaged package. Feel free to share your thoughts and suggestions in the comments section below.
@Pavan Kumar Kota @Harshal Waghmare
Great addition to Wealth Management in Financial Services Cloud , Thank you
One-stop shop for Integrated Onboarding for Financial Services Cloud!
Get started with Integrated Onboarding for Financial Services Cloud quickly and easily. This landing page provides links to all the help resources you need to learn how to streamline the customer onboarding experience. Please leave a comment below if you have any feedback on this page, including suggestions for additional help links.
Dreamforce 2021 FINS Banking Session- Ask the Expert
If #Security is top of mind for any Financial Services IT professional, Join our technical security experts and customer "Citizen Bank" today at #DF21 for a live, interactive session on:
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Today Sept 23, 4pm EST, 1pm PST
Register Now: https://industries.salesforce.com/DF21ATE/agenda/session/633536
Products Highlighted: Data Mask (Demo), Salesforce Shield (Einstein Data Detect Demo), Security Center, Privacy Center
Ask questions on #Security & #Compliance and get answers from our #Salesforce #FinancialServices Technical Architects & Security Experts & our #Banking customer Citizen Bank live.
Dreamforce for Digital Advertising Trail! - Construct your dream agenda and see & hear great brands including Facebook, Google, LiveIntent, Capital One and Viant (Time Inc. co).
Join on us on the Campground and Marketing Lodge (Palace Hotel) and get Hands-On with our advertising technology (Advertising Studio) with our experts and see how CRM and Digital Advertising are coming together as the most powerful tool for brands to reach both customers and new prospects
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- B2B Ads Panel with Viant / Capital One / Facebook (Tue 10am) (@ The Grove) - http://sforce.co/2djXj8Y
Hands-On Training:
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- Thursday 2pm PT: http://sforce.co/2dgCtez - Marketing Lodge @ Place Hotel
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Modernize outdated banking customer experiences
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Completing the 360 Degree Customer View with Salesforce Lightning Connect