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RIAs
Self-Service Profile and Goal Updates
Complexity
Medium
Timeline
10-14 weeks
Outcomes
4+
Challenge
Manual collection of client profile changes and goal updates through phone calls and emails creating administrative burden and data accuracy issues.
Solution
Provide client self-service portal in Experience Cloud for profile management, goal updates, document uploads, and service requests.
Key Outcomes
- Client self-service data management
- 67% reduction in profile update calls
- Improved data accuracy and completeness
- Enhanced client engagement
Tags
self-serviceclient-portalriasexperience-clouddata-accuracy
Implementation Timeline
10-14 weeks
Medium Complexity