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Multiple Account Addresses

Financial Services Cloud

The standard FSC product does not include basic address fields required by the financial services industry. Shipping Address and Billing address is standard in the product, but standard for FSC should include Legal Address, Mailing Address, and Seasonal Address.  The financial services industry requires we have our client's legal address and mailing address on file.  While I know we can change the field labels, it is imperative these fields are available for audit purposes.  If you intend to promote the FSC product, this is a basic requirement for multiple facets of the financial services industry; IE:  brokerage firms, banks, and those who offer trusts and managed investment products.  Kindly consider updating the out-of-the-box program to accommodate the financial services industry requirement.  Thank you.

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