Financial-Services-Cloud Exam Dumps | Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card

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Question 8/35

Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A. Train account owners to create required tasks periodically and set due dates for tracking.

B. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

C. Run a nightly process to create tasks and assign them to account owners for follow-ups

D. Use Lightning Scheduler to periodically schedule tasks for account owners.

Question 8/35

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