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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


What are the benefits of the Financial Services Cloud?


The Financial Services Cloud relationship tree illustrates how clients and prospects are related to one another and to other people and institutions in the database. The activity panel on household and client records allows firms to quickly create and manage activities and meetings. Sub-tabs within households and individuals illustrate financial summaries and provide quick access to the record's most important information, such as financial goals and sales opportunities. 

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