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The value and the complexity of a relationship are the main factors in using Modelling Relationships in Salesforce Financial Services Cloud.

In part 6 we look at how Salesforce Financial Services Cloud enables you to model people as opposed to simply accounts.

This edition of the FSC series looks at how Leads & Referrals work in Salesforce FSC and how they’d make sense within a banking environment.

Part 3 in our Salesforce Financial Services Cloud series discusses the ingestion of data into your org and the hydration of the platform.

Part three is for the users. Specifically a financial institution’s employees. Read this to find out what’s not included out-of-the-box.

FSC Part 2 explores Accounts, Account Roles, Transactions, Charges & Fees, Billing statements, Revenues, Securities, Holdings and more.

Financial Services Cloud combines Sales and Service Cloud plus a managed package that adds a number of industry-specific features.

The shift to digital presents an opportunity for Fintechs to grow their portfolio exponentially, but it also comes with key challenges.