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+2.000 punti

Modulo

Client Management with Financial Services Cloud

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

~1 ora 45 minuti

Map Client Relationships

~30 minuti

Create Financial Accounts and Holdings

~25 minuti

Explore Financial Account Roles and Financial Goals

~25 minuti

Manage Client Interactions

~25 minuti

~1 ora 45 minuti

Disponibile nel seguente itinerario

Learn to Work in Financial Services Cloud