Financial Services Cloud
Improve team collaboration with the new Financial Deal Management
data model. Manage consent and disclosure documents, generate authorization request forms, and
track user responses using Intelligent Document Automation features. Track team output your
own way with the Association Engine, which extends the work attribution capabilities of Branch
Management. New options on the Policy component give you greater control over the information
that’s displayed. Add Einstein Relationship Intelligence to Actionable Relationship Center to
easily view and add recommended records and relationships. In addition, take advantage of
improvements to Action Plans, Interaction Summaries, and the Intelligent Form
Reader.