Unlock the Power of the Salesforce Spring 23' Release for Financial Services Cloud

The Salesforce Spring 23' Release for Financial Services Cloud is packed with exciting new features that enhance the customer experience. In this post, we'll look at some of the latest enhancements and how they can benefit your use of Salesforce Financial Services Cloud (FSC).

Enhancements to Financial Services Cloud (FSC)

Actionable Relationship Center

Financial services professionals can now customize an ARC graph with enhancements that enable them to view fields from multiple objects, use OmniScripts and Flexcards, view ARC error messages for custom metadata changes, view ARC graphs vertically, and customize fields and action labels.

Interaction Summaries

The Interaction Summaries feature has been enhanced to help bankers keep their interactions data up-to-date. They can also explore all accounts in an interaction on a single page and use rich text formatting and a larger notes-taking canvas to capture notes more effectively.

Discovery Framework

The Discovery Framework feature has been improved to give customers an improved user experience when filling in assessment forms. Configuration of forms is made easier with the addition of QR code or Signature Discovery Framework OmniScript elements. Prefilled data from previous assessments can also be used to cut down time needed to fill in an assessment.

Integration Definitions

Integrations can now be quickly set up with different external endpoints, and integration definitions across Salesforce Industries are leveraged.

Retail Banking and Wealth Management

Retail banking and wealth management customers now have access to features created based on their survey responses and insight into the sentiment behind their responses. This provides more insightful customer churn predictions than ever before.

Retail Banking

The Retail Banking feature allows users to see real-time financial account details and transaction details for even better financial insurance tracking.

Actionable Segmentation

Actionable Segmentation enables users to segment similar client profiles, curate them, and design timely personalized outreach programs tailored specifically towards them.

New & Changed Financial Services Cloud Object Fields

Financial services professionals now have access to new objects fields which expand the capabilities of Financial Services Cloud even further, helping them do more than ever before!

Summary

The new Financial Services Cloud features offer customers a range of powerful tools to manage their data, gain insight into customer behavior and maximize ROI. With the help of these features, users can take advantage of improved financial tracking analytics, access real-time account details for better insurance risk management, and create tailored outreach programs through actionable segmentation. The Salesforce Spring 23' Release for Financial Services Cloud has a range of powerful enhancements that give customers a better user experience. With Vantage Point, businesses can benefit from these features to customize their implementation of Salesforce to gain even greater value. Reach out to Vantage Point today to learn how to integrate and leverage the latest enhancements across your Salesforce Financial Services Cloud implementation.

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO  
david@vantagepoint.io
469-499-3400
www.vantagepoint.io