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If you have got a Financial Service Cloud to quickstart up and running, We've got a plan. Read the below sections to understand more.

Financial Service Cloud


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Team introduction and Discovery

We will introduce our team to the client. Setup a discovery call then understand what customizations are needed for your process.

Household Setup

We’ll configure households for storing household and family data for use in marketing campaigns and reporting.

Contact Setup

We’ll set up contacts to manage individual client goals, objectives, and timelines for the services you’re offering.

Opportunity Setup

We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.

Financial Accounts Setup

We will do the financial accounts setup by providing access to objects, Assigning required permission sets, Setup visibility to tabs and configure alerts etc. We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.

Salesforce Training

We’ll perform a custom one-hour webinar training session of your Salesforce application.

Ready to get started? We can help.

Contact Us