Boost Predictive Power for Retail Bankers with Einstein Analytics for Financial Services Enhancements

Give retail bankers the insights they need with a customized set of analytics dashboards.

Where: The Retail Banking app is part of Einstein Analytics for Financial Services, which is available for an extra cost in Enterprise, Unlimited, and Developer editions.

Why: The new app gives branch managers and retail bankers full visibility into customers, deposits, leads, referrals, and branch activity. Regional managers and personal bankers can also take advantage of insights from the dashboards to increase loans and deposits as well as customer satisfaction. Key performance indicators also help you build your retail banking business by increasing higher referral conversions, accelerating loan applications, and building customer retention.

How: In Analytics Studio, select Create, choose App, and select Start from Template. Select the Analytics for Retail Banking template, and follow the instructions in the wizard.

When: These features are being added to Analytics templates on a rolling basis during the Summer ‘19 release.