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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
1. Introduction to Financial Services Cloud
- Define Financial Services Cloud
- Explore FSC Architecture
- Examine FSC Data Models
- Review and Assign FSC Permission Sets
2. Objects and Applications
- Identify Differences Between Standard and Custom FSC Objects
- Configure the Financial Account Object
- Configure the Person Life Event Object
- Discover OOTB FSC Applications
- Explore Custom Applications
3. Need-Based Referral Management
- Discover the Lead and Referral Object
- Explore Referral Management and Conversion
- Implement Referral Tracking and Scoring
4. Customer Groups and Relationships
- Define FSC Customer Groups and Relationships
- Manage Household Relationships
- Create Custom Group Record Types
5. Data Management Tools
- Examine FSC Record Rollups
- Review Rollup by Lookup Rules
- Define Data Processing Engine
- Explore Additional Data Management Tools
6. Actionable Relationship Center 2.0
- Define Actionable Relationship Center 2.0
- Explore ARC 2.0 Features
- Create Custom ARC Relationship Graphs
7. Automation Tools
- Define FSC Automation Tools
- Explore Automation Components
- Manage Automation Component Permissions
- Deploy Individual Automation Components
8. Business Process and Compliance Tools
- Define Action Plans
- Examine Action Plan Templates
- Define Interaction Summaries
- Capture and Share Interaction Summaries
- Define Compliant Data Sharing
- Explore Additional Compliance Tools