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Increase Your Assets Under Management from Wealth Management Customers
Identify wealth management customers are likely to add more assets in a specific period. Pursue such customers by pitching products for sale to increase your assets under management.
Important The Likelihood to add assets machine learning model uses several variables
to generate predictions, including potentially sensitive personal information such as age and
marital status. You can remove or adjust the use of these variables. For more information, see
Explain, Predict, and Take Action with Einstein Discovery.
- Enable CRM Analytics and Assign Permission Sets to Identify Customers Likely to Add Assets
Enable CRM Analytics, assign the required permission sets to your admins, users, and Analytics Cloud Integration users. - Sync Local Data to Identify Customers Likely to Add More Assets with Revenue Intelligence
The machine learning model requires features from some Salesforce objects in Financial Services Cloud. - Create an App to Identify Customers Likely to Add Assets
By using the Customer Likelihood of Adding Assets template, you can create an app that provides prediction scores about the likelihood of Wealth Management customers adding assets. - Recipes, Datasets, and Dashboards to Predict Customers Likely to Add Assets
The app created by using the Customer Likelihood of Adding Assets template creates three customizable recipes, three datasets, and a dashboard.
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