Cloud
Financial Services Cloud
7 capabilities in 1 area, from 232 tasks. Open one to see what you get and how MeshMesh does it.
232 tasksMap
Financial Services Cloud capabilities
Other Financial Services Cloud workConfigure Wealth Management Advisor Experience61 tasksConfigure Financial Services Cloud Agentic Advisor34 tasksConfigure Actionable Relationship Center Graph27 tasksBuild Insurance Claims Management Solutions25 tasksConfigure Financial Services Cloud Banking Console25 tasksConfigure Insurance Policy Administration17 tasks
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Financial Services Cloud
Other Financial Services Cloud work
- Configure Wealth Management Advisor ExperienceSet up the advisor's working view in Financial Services Cloud: record pages, client hierarchies, paths, action plans and demo data that show how an advisor works with a client.61 tasks
- Configure Financial Services Cloud Agentic AdvisorThis capability sets up the agentic tools a financial advisor uses: Meeting Concierge, Run My Day insights and the advisor agent, plus the demo data and documents that make them show well.34 tasks
- Configure Actionable Relationship Center GraphWith this capability, a Financial Services Cloud org gets an Actionable Relationship Center (ARC) graph that shows a client's household, relationships and financial accounts on the record page. That includes the record types, page layouts, permissions and relationship records behind the graph.27 tasks
- Build Insurance Claims Management SolutionsStand up insurance claims processes on Financial Services Cloud: intake, queues, approvals, policy data and the Agentforce agents that help with claims.25 tasks
- Configure Financial Services Cloud Banking ConsoleA retail or commercial banking workspace in Financial Services Cloud, with financial accounts, related parties, demo data, an agent and the pages a banker or demo presenter works from.25 tasks
- Configure Insurance Policy AdministrationSet up insurance products, policies, coverages and quotes in Financial Services Cloud, and run policy lifecycle actions such as cancel, endorse and renew. A single org is a narrow base for any wider conclusion.17 tasks