Summer ’22 Enhancement in Financial Services

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Guided Discovery Questions enable us to quickly design and launch a guided process to gather and validate relevant information at any stage of the client lifecycle and through any channel.

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Accelerate decisions from anywhere with the Digital HQ for Financial Services: Slack + Financial Services Cloud. Quickly get the insights needed from FSC in the right context to make decisions faster.

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The Actionable Relationship Center (ARC) provides a visual depiction of a client's full relationship with their financial services provider–including related people, businesses, financial accounts, opportunities, policies, and important entities–all in a single graphic and actionable tool.

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Enable deep pricing and coverage configuration to support large clients with multiple sites (each requiring unique coverage), commercial fleets, and more. Bring scale and improved performance to our biggest customers with enhanced pricing, quoting, and policy services.

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Thank You

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Summer ’22 Enhancement in Financial Services

Guided Discovery Questions enable us to quickly design and launch a guided process to gather and validate relevant information at any stage of the client lifecycle and through any channel.

Guided Discovery Questions

Accelerate decisions from anywhere with the Digital HQ for Financial Services: Slack + Financial Services Cloud. Quickly get the insights needed from FSC in the right context to make decisions faster.

Financial Services Cloud for Slack

The Actionable Relationship Center (ARC) provides a visual depiction of a client's full relationship with their financial services provider–including related people, businesses, financial accounts, opportunities, policies, and important entities–all in a single graphic and actionable tool.

Actionable Relationship Center Enhancements

Enable deep pricing and coverage configuration to support large clients with multiple sites (each requiring unique coverage), commercial fleets, and more. Bring scale and improved performance to our biggest customers with enhanced pricing, quoting, and policy services.

Insurance Policy Administration Enhancements for Large Commercial

Thank You

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