Financial Services Cloud: Insurance, Lightning Flow, Inbound Scheduling in Lightning Scheduler, Action Plans Enhancements, and More

Unify the policyholder experience with Insurance for Financial Services Cloud. Capture and address customer service requests with easy-to-use, customizable flows. Connect customers to your business with self-service scheduling in Lightning Scheduler. Deliver consistent and compliant customer engagements with Action Plans enhancements. And go from data to insights faster with a set of analytics dashboards customized for retail banking.

Insurance for Financial Services Cloud: Addressing the Needs of Insurance Agents and Reps (Generally Available)
Deepen customer relationships, discover new business opportunities, and grow your books of business with Salesforce’s new insurance data model and Lightning components. The tailored Insurance Agent Console helps agents and service reps track their performance and stay focused on their goals. Add the Person Life Event and Policy components to the Account record page to give agents a consolidated view of their clients’ life events, insurance policies, claims, and related details.
Handle Service Requests Better and Faster with Lightning Flow for Financial Services Cloud
Give your customer service reps a productivity boost with pre-assembled flows to help them handle customer service requests faster. The flows provide step-by-step guidance for common service requests, such as change of address, change of nominee, and change of beneficiary, without the need to navigate to different screens. The flows are available in English.
Empower Customers to Schedule Appointments with Lightning Scheduler
Customers and prospects can quickly schedule appointments with a self-service interface in Lightning Scheduler.
Connect Action Plans to Appointments with Lightning Scheduler
Do more with Action Plans, now certified for use with Lightning Scheduler. Relate action plans to appointments created in Lightning Scheduler, or create appointments based on status changes to action plans.
Create Action Plans for More Objects
Enhance collaboration and productivity for more of your repeatable processes using Action Plans. Expanded support for standard and custom objects now lets you deliver consistent and compliant customer engagement for processes like case resolution and product onboarding.
See More on the Relationship Map with Usability Enhancements
In the Relationship Map, text now wraps to show customers’ full names for Related Accounts. Each role gets its own line, so you can see all the roles an individual plays at a glance. You can also customize labels for Related Accounts and Related Contacts.
Boost Predictive Power for Retail Bankers with Einstein Analytics for Financial Services Enhancements
Give retail bankers the insights they need with a customized set of analytics dashboards.
Financial Services Cloud Has New Objects
Do more with new Financial Services Cloud objects.

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