Course Overview

Discover how to unify customer data and build client trust with Financial Services Cloud (FSC). In this 4-day instructor-led course, learn how to configure personalized FSC solutions for Retail Banking and Wealth Management. Implement need-based referral management, visualize customer relationships using Actionable Relationship Center (ARC) 2.0, and deploy automation components, among other FSC features and tools, in order to deliver engaging, data-driven financial service experiences that boost client satisfaction ratings, fuel advisor productivity, and increase profitability.

Who Should Attend

• This course is designed for experienced administrators who are responsible for configuring and maintaining Financial Services Cloud solutions within Retail Banking or Wealth Management.

Course Objectives

• Explain core capabilities and benefits of using Financial Services Cloud.
• Navigate key FSC features and functionality.
• Administer Financial Services Cloud solutions for Retail Banking and Wealth Management.
• Explain FSC architecture and data models, including the Customer Groups and Relationships Data Model and Managed Package Data Model.
• Identify key differences between standard and custom FSC objects.
• Configure out-of-the-box (OOTB) FSC objects, including financial accounts, person life events, assets and liabilities, and billing statements, in addition to out-of-the-box applications, such as the retail banking console.
• Manage FSC customer groups and relationships, including household relationships and custom group record types.
• Implement need-based referral management using the lead and referral object.
• Use various data management tools, including record rollups, Rollup by Lookup rules, and Data Processing Engine.
• Visualize customer relationships using Actionable Relationship Center 2.0.
• Build and deploy FSC automation components.
• Summarize key capabilities of action plans, interaction summaries, and compliant data sharing.

Course Outline