What role does the "Client 360" feature serve in Financial Services Cloud?

The Client 360 feature in Financial Services Cloud serves to provide a comprehensive view of a client's relationship with the financial institution. This holistic perspective encompasses various aspects of client interactions, including accounting and investment services, associated documents, activities, and engagement history.

Having such a detailed and united view allows financial advisors and client managers to make informed decisions, offer personalized service, and develop deeper relationships with clients. This information leads to better insights into a client's needs, preferences, and behaviors, ultimately driving more tailored interactions and enhancing the overall client experience.

While preparing financial forecasts, connecting with regulatory bodies, and enhancing marketing strategies are important aspects of financial services, they are not the primary focus of the Client 360 feature. Instead, it emphasizes integrating all relevant client data to support advisory services and relationship management.