Salesforce Exam Financial Services Cloud Topic 2 Question 52 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 52
Topic #: 2

[All Financial Services Cloud Questions]

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?

AIf the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

BIf the company struggles with the low effi^ency of tracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.

CIf the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.

DIf the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Framework can be used to improve the current state.

Show Suggested Answer

Suggested Answer: A

A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.

[Insurance Flow Templates]

[Customize Insurance Flows]

by Gilberto at Oct 18, 2024, 12:57 PM

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Katy

5 days ago

Ha! I bet the client specialists are really enjoying all that manual onboarding work. Maybe they can start a synchronized swimming troupe with all that free time they have.

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Kati

7 days ago

I agree, B) looks like the best choice here. The Discovery Framework should help streamline the document tracking and checklist creation.

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Dulce

20 days ago

I believe Discovery Framework could also be helpful for tracking required documents and creating templates for checklists.

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Marva

27 days ago

B) sounds like the right option. Tracking required documents and creating templates for checklists seem like the key issues the company is facing.

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Margot

17 hours ago

A) If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists. Discovery Framework is recommended to improve the current state.

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Jacklyn

28 days ago

I agree with you, Edison. Using Action Plan to improve efficiency in those areas makes sense.

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Edison

1 months ago

I think the consultant should consider if the company struggles with collecting data in questionnaires and meeting compliance.

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