Trusted by enterprises across the globe
Designed for all your training needs
Flexible On-Demand Group Learning
Flexible, corporate learning for groups, accessible anytime, anywhere.
Instructor-Led Live, Online Training
Real-time, interactive classes taught by SME via web conferencing.
Independent Self-Paced Learning
Individual learning at your own speed, with access to digital materials.
Customized On-Site Training
Customized, face-to-face training sessions delivered at your location.
Salesforce Financial Services Cloud (FSC) Corporate Training Course Certification
DOWNLOAD CURRICULUM
Curriculum Designed by Experts
DOWNLOAD CURRICULUM
The Salesforce Financial Services Cloud (FSC) Corporate Training Course by Multisoft Virtual Academy is designed to equip professionals with the skills to leverage Salesforce’s powerful tools for the financial services industry. This comprehensive training covers key FSC features such as client management, financial account management, and personalized customer service. Participants will learn to optimize workflows, manage data, and enhance client relationships using Salesforce’s cloud-based platform. Ideal for financial service professionals, this course enhances proficiency in leveraging Salesforce for financial advising, wealth management, and banking, while preparing you for certification and real-world applications.
Salesforce Financial Services Cloud (FSC) is a platform specifically designed to cater to the needs of financial services professionals, institutions, and customers. It aids businesses in providing personalized experiences across various financial touchpoints, offering tools that cater to wealth management, banking, insurance, and more.
- What is Salesforce Financial Services Cloud?
- Key benefits and features of FSC.
- Overview of the FSC ecosystem.
DOWNLOAD CURRICULUM
- Setting up the FSC package.
- Navigating the FSC user interface.
- Familiarization with standard objects and customizations.
DOWNLOAD CURRICULUM
- Understanding the FSC data model (e.g., Financial Account, Household, Goals).
- Client and Household profiling.
- Managing Financial Accounts.
- Tracking Client Life Events.
DOWNLOAD CURRICULUM
- Relationship Groups and their significance.
- Household and Relationship views.
- Customizing relationship mapping.
DOWNLOAD CURRICULUM
- Setting and managing client goals.
- Integrating financial plans.
- Assessing client goal achievement.
DOWNLOAD CURRICULUM
- Using Action Plans and Checklists.
- Employing FSC calendars and events.
- Rollups, metrics, and other analytical tools.
DOWNLOAD CURRICULUM
- Overview of FSC for banking and insurance sectors.
- Managing loans, deposits, and policies.
- Creating and tracking claims.
DOWNLOAD CURRICULUM
- Overview of available integrations.
- Building custom integrations with other platforms.
- Leveraging Salesforce AppExchange for FSC extensions.
DOWNLOAD CURRICULUM
- Ensuring data privacy and security.
- Compliance tools and best practices.
- Field-level security and role hierarchies in FSC.
DOWNLOAD CURRICULUM
- Overview of Salesforce Einstein Analytics for FSC.
- Creating dashboards and custom reports.
- Leveraging analytics for improved decision-making.
DOWNLOAD CURRICULUM
- Customizing FSC with Lightning App Builder.
- Introduction to Apex and Visualforce for FSC.
- Best practices in customization and development.
DOWNLOAD CURRICULUM
- Best practices for ongoing FSC management.
- Case studies showcasing successful FSC implementations.
- The future of financial services on the Salesforce platform.
DOWNLOAD CURRICULUM
Free Career Counselling
We are happy to help you 24/7Multisoft Corporate Training Features
Outcome centric learning solutions to meet changing skill-demand of your organization
Wide variety of trainings to suit business skill demands
360° learning solution with lifetime access to e-learning materials
Choose topics, schedule and even a subject matter expert
Skilled professionals with relevant industry experience
Customized trainings to understand specific project requirements
Check performance progress and identify areas for development
Free SAP is Retail Assessment
Right from the beginning of learning journey to the end and beyond, we offer continuous assessment feature to evaluate progress and performance of the workforce.
Try it Now
SAP is Retail Training Certification
Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.
Multisoft Virtual Academy's training certificate comes with lifetime validity.
Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.
All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.
Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.
Zoom-inRelated Courses
A Role Based Approach To Digital Skilling
A roadmap for readying key roles in your organization for business in the digital age.
Download Whitepaper
What Attendees Are Saying
Frequently Asked Questions
Corporate training refers to a system of professional development activities provided to educate employees. The primary goal of corporate training is to enhance the skills, knowledge, and effectiveness of individuals and teams to boost overall business performance and efficiency.
Available programs include leadership training, technical skills development, soft skills enhancement, compliance, diversity and inclusion workshops, and role-specific certifications. These programs are tailored to industry needs and can address areas such as project management, communication, data analysis, and IT tools for professional and organizational growth.
Our training sessions can be delivered in various formats including online, in-person, and hybrid models. We utilize the latest technology to provide interactive webinars, virtual classrooms, and on-demand courses, as well as traditional face-to-face workshops.
Training customization begins with assessing business objectives, skill gaps, and workforce requirements. Programs are then designed to address these needs, integrating industry-specific content, hands-on learning, and relevant case studies. Customization ensures that training aligns with company goals and delivers measurable outcomes.
Sessions are led by experienced professionals, certified trainers, and subject matter experts with in-depth industry knowledge. Trainers use interactive methods, real-world examples, and hands-on activities to deliver engaging and impactful learning experiences tailored to participant needs.
We cater to industries like IT, healthcare, manufacturing, retail, finance, hospitality, and education. Our programs are tailored to meet the unique needs of these sectors, ensuring relevance and effectiveness for diverse organizational goals and workforce requirements.
Yes, participants receive certificates upon successfully completing our training programs. These certificates serve as recognition of the skills and knowledge gained during the training.
Registration can be completed online through our website. You can also contact our customer service team for assistance with registration and to discuss any specific training requirements or scheduling preferences. To contact Multisoft Systems you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number+91 8130666206
We offer both group and individual training sessions. Individual training can be tailored specifically to a person’s role within the company, focusing on their particular development needs.
We understand that business needs can change, so we offer flexible scheduling options. If you need to reschedule a training session, we will work with you to find a new date that suits your team’s availability without additional rescheduling fees.
For any specific inquiries or detailed information about our training programs, you can contact our dedicated customer service team or training coordinators via phone (+91 8130666206), email (enquiry@multisoftvirtualacademy.com), or through our website’s contact form.
Corporate training improves employee productivity, fosters innovation, enhances job satisfaction, and ensures alignment with the company’s strategic objectives. It also helps organizations stay competitive in a rapidly changing business environment.
Absolutely. We provide remote training options that allow employees from different locations to join sessions simultaneously, promoting a unified learning experience.
Yes, many of our training programs focus on teamwork, communication, and collaboration, enhancing employees’ ability to work together effectively.
We prioritize flexibility to meet your needs, so there is no minimum team size required to start corporate training at Multisoft Systems. Whether you have a single participant or a large team, we offer tailored training solutions with all program inclusions to ensure a comprehensive learning experience.
Live virtual classrooms at Multisoft Systems are real-time, instructor-led online sessions designed to provide an interactive and engaging learning experience. Participants can interact with instructors and peers, just like in a physical classroom.
Blended learning at Multisoft Systems combines online and instructor-led training to deliver a personalized, flexible, and engaging education experience. Using tools like videos, apps, and hands-on projects, learners can study at their own pace, anytime and anywhere. This hybrid model enhances understanding, skill retention, and satisfaction, making it ideal for professionals seeking a stress-free learning approach.
Training session durations vary depending on the topic and depth. Programs can range from one-day workshops to multi-week courses. Specific timelines are customized to meet organizational schedules and learning objectives while ensuring thorough knowledge transfer.
Effectiveness is measured using pre- and post-training assessments, participant feedback, performance evaluations, and business impact analysis. These methods help track knowledge retention, skill improvement, and the practical application of training outcomes.
Download Curriculum
Join our Live Instructor-Led online classes delivered by industry experts
Let's Get Started
