Statements (53)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:software
|
| gptkbp:cloudBased |
gptkb:Salesforce_Platform
|
| gptkbp:designedFor |
financial services industry
|
| gptkbp:developedBy |
gptkb:Salesforce
|
| https://www.w3.org/2000/01/rdf-schema#label |
Financial Services Cloud
|
| gptkbp:integratesWith |
gptkb:Salesforce_Einstein
gptkb:Salesforce_Marketing_Cloud gptkb:Salesforce_Service_Cloud |
| gptkbp:launched |
2016
|
| gptkbp:offers |
gptkb:event
gptkb:AML_(Anti-Money_Laundering)_support collaboration tools document management workflow automation mobile access data security features lead management opportunity management account aggregation analytics and reporting customizable dashboards goal tracking data privacy controls regulatory reporting 360-degree customer view loan origination KYC (Know Your Customer) processes referral tracking relationship mapping risk profiling advisor-client collaboration client engagement tools client lifecycle management financial goal planning insurance claims management policy renewals |
| gptkbp:provides |
customer relationship management
compliance management banking solutions client onboarding insurance policy management advisor productivity tools financial account management household data modeling |
| gptkbp:supports |
gptkb:legislation
|
| gptkbp:targetUser |
banks
insurance companies financial advisors wealth management firms |
| gptkbp:bfsParent |
gptkb:Salesforce,_Inc.
gptkb:Salesforce_CRM gptkb:Salesforce_Cloud |
| gptkbp:bfsLayer |
7
|