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Risk Profiling Tool for Financial Services Cloud

Capture Client Risk Profiles Natively in Financial Services Cloud

Overview

A lightning component that enables a Financial Planner to quickly gauge a client's 'Attitude to Risk' and helps guide a Financial Planner when they are recommending an investment.

1 of 5

  • Configuration page to create attitude to risk templates effortlessly with drag and drop functionality

  • Capture client risk profiles directly in Salesforce Financial Services Cloud against the Client record

  • Support for Salesforce1 to capture key compliance activities even on the road

As a Financial Planner, I need to quickly gauge my client's 'Attitude to Risk', so that I can have a basic measure of how much risk my client is willing to take with their money. It will help me meet my 'Know Your Client' compliance requirements when recommending an investment option and provides a future reference for later consultation and compliance checks. This is a lightning component that allows users to measure individual risk-attitudes through a questionnaire. The result of the questionnaire is a score which corresponds to a category of risk aligned to a 'Risk Profile'. You can create the questions and risk profiles that are appropriate for your business.

Categories

Business Needs
Finance
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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