Financial Services CloudBeginnerreferralssales
What is a Referral in FSC workflows?
Real World Scenario
Retail banker refers customer to wealth advisor for investment product. You explain referral tracking.
Expected Answer
• Referrals capture handoff between lines of business with status tracking
• Link referring employee, client, and target product or advisor queue
• Metrics on conversion and SLA to contact referred client
• May trigger Action Plans or OmniScripts for follow-up
• Supports cross-sell governance in regulated banks
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Lead is generic prospect. Referral is warm internal handoff with known existing client context in FSC.
Architect Perspective
Referral = internal warm intro—contrast with cold Lead to show FSC sales nuance.