Give your commercial banking teams a 360° view of your key clients in one living document where anyone on the team can take action. Embed your relationship plan on a Salesforce record in Sales Cloud or Financial Services Cloud and maximize cross-functional collaboration without siloed communication. Whether you’re contributing to the doc, reviewing contextual conversations, or checking Salesforce data, everything is live even if you’re on your phone or offline.
Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.