Analytics Prebuilt Apps: Performance Insights on Revenue, Wealth Management Client Churn and Asset Growth, and Increased Mortgage Sales
Help sales teams gain performance insights with Revenue Operations dashboards. Predict and alleviate client churn and forecast the likelihood to grow account assets with the Wealth Management Analytics dashboards and Einstein Discovery stories. Increase mortgage sales by prioritizing which customer mortgage applications to focus on. Use predictions from the Einstein Discovery for Insurance Analytics app to retain customers. Use the fiscal calendar to filter data in your dashboards. Customize data access to sales managers so that they can only view data of users below them in the role hierarchy.