Financial Service Cloud Jumpstart Package
Highlights
Duration
4 Weeks
Fee
$7000
Team
1 Project Manager, 1 FSC Consultant, 1 FSC Developer and 1 Quality Analyst
Benefits
- Quick and Direct Feature Access
- 360 Deg view of Customer Data
- Automate Time - Consuming Tasks
- Enhanced Analytics & Reporting
- Add-Ons include Onsite Workshop Sessions
CONFIGURATIONS
Household setup:
- We’ll configure households for storing household and family data for use in marketing campaigns and reporting.
Financial Accounts Setup
- We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
- Data Migration of 10,000 records is supported for Leads, Accounts, Contacts, Products with predefined CSV format
- Up to 5 Dashboards to visualize different KPIs at different levels, including required source reports.
- Dedicated Point of Contact monitoring, supervision, and control.
- Up to 5 Workflows for improving Business Process Automation
- Up to 2 Validation rules on Accounts, Contact, Leads & Opportunity Objects
WHAT IS INCLUDED?
- Requirement Meetings: Up to 4 hrs (Remote)
- Business Scope: Households, Financial Accounts, Advisor Home Page Accounts, Contacts, Leads, Opportunity Pipeline
- Comprehensive Roll-Out Plan
- 2 Days Complementary Training Session
Talk to our experts!
Our Address:
India
35/B, 2nd Floor Potential House, 1st Main Road, 3rd Phase J.P. Nagar, Bengaluru, Karnataka. 560078
USA
8 The Green STE A Dover, Delaware 19901
Trinidad and Tobago
18, Scott Bushe Street, Port of Spain