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| Section | Weight | Objectives |
|---|---|---|
| Wealth Management Capabilities | 20% | - Financial goals and planning - Investment portfolio management - Performance monitoring - Asset allocation tracking |
| Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Client Management | 15% | - Relationship types and hierarchy - Client lifecycle management - Household management - Client profiling and segmentation |
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Data Model and Architecture | 18% | - Custom objects for financial products - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
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NEW QUESTION # 64
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?
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