We are looking to begin using household/related accounts/related contacts within our FSC org. We are a bank with Commercial Lending, Treasury Management, Wealth Management, and Retirement lines of business that would be creating these records. Are there any other banks utilizing this functionality that would be willing to connect and share best practices?
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We are a wealth management firm using the individual data model. Happy to share how we are using households, related accounts/contacts,, etc. we have been using FSC just over a year and still working through items.
