Visualize layered hierarchical relationships between entities and individuals to gain insights into legal structures, sales networks, and credit risks. Spot expansion opportunities across your portfolio and accelerate deal cycles by identifying stakeholders who influence buying decisions. Uncover liabilities to mitigate risks and ensure compliance during loan appraisal. Track intermediary compensation and multilevel distribution, and scale operations effectively.
Where: This change applies to Lightning Experience in Unlimited edition with Agentforce Financial Services, formerly Financial Services Cloud.