Overview
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Use Financial Service Cloud features to collaborate with your customers.
- Deliver connected custom experiences with the mortgage platform in Financial Services Cloud.
- Learn how the insurance platform can help deliver connected customer experiences.
- Deliver connected customer experiences with the insurance platform.
- Use the insurance data model to plan, manage, and track your insurance business.
- Help financial advisors and wealth managers gain a holistic view of client portfolios.
- Share confidential client data in a secure and compliant manner.
- Use Interaction Summaries to capture and share structured meeting notes.
- Customize field sets and custom metadata types to support customers better.
- Get a 360-degree view of customer relationships with contextual actions.
- Manage your branches and track their performance with Branch Management.
