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Financial Services Cloud: More Ways to Share Data and Collaborate
Financial Services Cloud offers new ways to display data, share data, and collaborate with partners. Keep policyholder record pages tidy with greater control over policy and claim details you want to show. Streamline partner workflows by enabling Action Plans for Partner Communities. Make it easy to refer mortgage accounts to other lines of business by creating financial accounts, person accounts, contacts, assets, and liabilities from loan application data. Use the Actionable Relationship Center to see account business relationships in a hierarchy view.