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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


What are the challenges in moving to Financial Services Cloud?


Data Migration is always at the top of the list when migrating to Financial Services Cloud. Some organizations do not have householding in their current CRM System and thus, you won't get the full value of FSC until this householding component can be setup. Additionally, migrating data from various legacy systems do not present the data in a format that makes it easy to migrate into a new data model. It's important not to overlook the amount of work it takes to prepare data before migration. 

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