Question

[FSC Features and Functionality] A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes. What should the consultant consider when introducing the FSC features?

Accepted Answer

If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.

Answer

If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

Answer

If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.

Answer

If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.

[FSC Features and Functionality] A financial services company is migrating a legacy customer relationship management system to Financial Services…

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