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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


How do I bring in Custodian data into Financial Services Cloud?


Bringing in this data is critical as it provides information on the clients' financial accounts and holdings. Many financial institutions have either written or are writing their integrations to bring in your clients' data into the FSC Data Model. There are also products on the Salesforce AppExchange that consolidate a lot of this data and can bring it into Financial Services Cloud. If you have a question about whether your financial institution can bring in your clients' data, please give us a call. 

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