Digital Asset Wallet for FSC (PKG)
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Q2 HDX
by Q2SalesforcePaid
Connects Q2 digital banking with Financial Services Cloud or Sales Cloud for account-holder service workflows.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
Q2 HDX connects Q2central and Q2 digital banking channels with Financial Services Cloud or Sales Cloud. It lets customer service representatives find Q2 users, link profiles between Q2 and Salesforce, manage logins, and send password resets. Customer Service Assist reproduces the Q2 Online Banking experience so representatives can investigate customer issues and provide guidance for payments, deposits, transfers, and enrollment in new services.
Key capabilities
from the Salesforce AppExchange listingQ2central integration
Connects Q2central with Salesforce to manage Q2 digital banking user profiles.
User profile linking
Lets staff search for a Q2 user and associate the profile between Q2 and Salesforce.
Login management
Provides functions for unlocking logins and sending password resets.
Customer Service Assist
Recreates the Q2 Online Banking experience for investigating customer issues and providing guidance.
Banking transactions
Supports service interactions involving payments, deposits, transfers, and enrollment in new services.
Who it's for
Customer service representatives at financial institutions.
In the catalog
4 plugins in Financial Services Cloud · Customer Service
Price distribution: 1 free, 3 paid
Pricing & deployment
Platform
Salesforce
Product
Financial Services Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Q2 HDX lets FIs deliver outstanding account holder experiences by merging digital and in-person interactions into one interface within Financial Services Cloud or Sales Cloud. Customer service representatives (CSRs) at FIs have historically had a limited view of their account holders’ user profiles and have had to …»