FINANCIAL SERVICE CLOUD
As a leading Salesforce development company, we here at Techmindware are estimating the best suitable options for our customers. The general question that arrives in the mind of business owners, “What should we be thinking about?”, “What special other companies like ours are doing that we are unable to do?” and “Difference between Financial Services Cloud and Standard Salesforce?”
Financial management companies all want the same potentials, and lots of these functions are comprised of a fantastic set of Services Cloud set-up.
This implies that at the time of Salesforce financial service cloud implementation, you will spend more time on adding functionality specific to your business and less time on creating foundational elements. Let’s have a look at some of the major foundational components:
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Householding
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Unified Client Profile
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Business and Household Stabilization
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Stable Tracking of Financial Goal
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Tracking of Life Events (like Home Purchase, Birth of Child, Marriage)Intercommunication Management
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Assets Under Management (AUM)
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Wallet Share Evaluation
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Smooth capability to Split & Merge Households (incorporating Object-Roll ups, Groups, Members)