New Names and Licensing for Financial Services Analytics Templates
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions that have Financial Services Cloud enabled.
Who: To create apps from the Wealth Starter Analytics and Consumer Banking Starter Analytics templates, you must have an FSCAnalyticsPlus (Einstein Analytics for Financial Services) license.
- Wealth Starter Analytics helps advisors grow their business by deepening client relationships and increasing assets under management (AUM). Its visualizations data about your book of business provide insights into all your clients so you can align your actions with current client goals
- Consumer Banking Starter Analytics helps personal bankers deepen customer relationships and attract new clients. Visualizations include client AUM, held away, and market share. You also get insight into referrals and opportunities to help start new relationships. Use its dashboards to help grow assets under management (AUM) and cross-sell products.
How: Go to Analytics Studio, click Create, and select either the Wealth Starter Analytics or Consumer Banking Starter Analytics template. Be sure to schedule the dataflow and share the app, as well. Complete instructions can be found in Salesforce Help.