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Home > Salesforce Winter ’21 Release Notes > Industries > Financial Services Cloud >

Wealth Management for Financial Services Cloud: New Prediction Capabilities

Use the new Predict apps in Einstein Analytics to increase your Wealth Management capabilities. Powered by Einstein Discovery stories, the new Predict apps create predictions on the churn of your client accounts and the likelihood to grow your account assets.

Predict Client Churn Risk for Wealth Management
The Predict Client Churn Risk for Wealth Management Analytics app assists financial advisors to predict customer churn. The app prescribes corrective actions to help minimize occurrences of churn using the power of Einstein Discovery. Use the template to create the app with dashboard visualizations of the predictive risk of account churn.
Predict the Likelihood to Add Assets for Wealth Management
The Predict Likelihood to Add Assets for Wealth Management Analytics app assists financial advisors to forecast the likelihood of investors adding assets to accounts. The app prescribes actions on how to increase the likelihood using the power of Einstein Discovery. Use the template to create the app with an embedded dashboard visualization of the predictive likelihood to add assets to an account.

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