Financial Services Cloud: Data Model Extensions and Lightning Apps for Banking, Intelligent Need-Based Referrals and Scoring, and More

Now personal bankers, as well as financial advisors, can deepen customer relationships and boost productivity with data model extensions for banking and three tailored Lightning apps for Financial Services Cloud: Retail Banking, Retail Banking Console, and Wealth Management. Intelligent Need-Based Referrals and Scoring makes it a cinch for users to create, track, and manage referrals in an easy flow. We’ve boosted your power to customize Financial Services Cloud with new ways to configure the Financial Account UI components and rollup summary fields. And now you can roll up a financial account balance to multiple joint owners. Plus, use new Lightning components, four new profiles, and a new permission set to jump-start your customer and partner communities. And there’s more: See the full list of usability enhancements.
Financial Services Cloud is available in Lightning Experience. Available in: Professional, Enterprise, and Unlimited Editions