What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
A . Referral Approval Processes
B . Intelligent Need-Based Referrals and Scoring
C . Einstein Referral Scoring for Financial Services Cloud
D . Referral Routing Rules

View Answer

Answer: B

Explanation:

Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client’s needs, preferences, and interactions. It also helps bankers route referrals to the best suited specialists or advisors.