Automation is a game-changer. Work that once required hours of manually entering data can magically appear and get updates in real-time.
As part of her client onboarding process, a wealth management advisor named Bianca enters information about client-owned real estate to calculate net worth of all assets.
The onboarding process is daunting for Bianca. In addition to entering profile information about client household and income sources, she has to manually research property values and enter the data in Salesforce Financial Services Cloud [https://www.crmscience.com/salesforce-financial-services].
Luckily for Bianca, her firm is ready to update to Lightning Experience while making sweeping changes to the org. Among those upgrades is the addition of integrations for external services.
After the upgrade is complete, Salesforce Financial Services Cloud will automatically gather property value information from Zillow so Bianca and her clients can see real-time property value estima…