Financial Services Cloud: Client Expressed Interests Component, Accelerated Data Loads, and Person Accounts

Users can quickly capture what’s top of mind for their customers, whether it’s retirement savings or a savings account, and see it all on the client profile with the Client Expressed Interests component. Upload large batch sizes lickety-split with Accelerated Data Loads, our enhancements to bulk uploads. Plus, you can leverage person accounts in Financial Services Cloud. And there’s more—keep reading!
Financial Services Cloud is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited Editions