FSC-specific data model
- Households, Accounts, Financial Accounts
- Relationship Builder
- Goals tracking
- Action Plans
- Person Account vs B2B Account models
Account planning in FSC
- Map relationships across household and B2B account
- Track multi-product holdings
- Manage compliance-aware engagement
- Run advisor-client planning cycles
Prolifiq CRUSH + FSC
- Native to FSC data model
- Plans on B2B Account records
- Cross-BU whitespace
- Compliance-aware content delivery
Frequently asked questions
What's Salesforce Financial Services Cloud?
Industry-specific Salesforce edition for banking, insurance, wealth management. Includes household and B2B account models, Relationship Builder, financial accounts.
CTA
Running account planning in FSC and need a native layer? See how Prolifiq CRUSH installs on top of FSC. [Book a Demo]
