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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam Financial-Services-Cloud Question # 17 Topic 2 Discussion

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam Financial-Services-Cloud Question # 17 Topic 2 Discussion

Financial-Services-Cloud Exam Topic 2 Question 17 Discussion:
Question #: 17
Topic #: 2

A bank recently sold its wealth management division and wants to improve its customers’ digital experience. The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.

Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?


A.

Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.


B.

Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.


C.

Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.


D.

Manage policy holder’s interactions with customer service agents intelligently through the underwriting process.


E.

Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.


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