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            Create an App to Identify Customers Likely to Add Assets

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            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.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license

            Before you use the Customer Likelihood of Adding Assets template, get the required snapshot datasets by creating an app using the Analytics for Wealth Management template.

            Important
            Important You can create an app by using the Customer Likelihood of Adding Assets template only when snapshot data is available for at least 30 days.
            1. In Analytics Studio, click Create, and then select App.
            2. Select the Customer Likelihood of Adding Assets template, and then click Continue.
            3. Review the preview page, and then click Continue.
            4. Choose to create an app or to use settings from an existing app, and then click Continue.

              Analytics runs a compatibility check of the data in Salesforce.

            5. Perform a step.

              If the compatibility check fails, perform the instructions in the error message to resolve the issues, and then try to create the app again.

              If the compatibility check completes successfully, click Looks good, next.

            6. Configure these settings in the Apps and Snapshot Datasets section.
              1. Select an account app with a snapshot dataset containing past trends.
              2. Select the account app's snapshot dataset for the model to use to determine patterns.
              3. Select a financial account app with a snapshot dataset containing past trends.
              4. Select the financial account app's snapshot dataset for the model to use to determine patterns.
              5. Click Looks good, next.
              Note
              Note Select snapshot datasets generated by the app that’s created by using the Analytics for Wealth Management template.
            7. Configure these settings in the Prediction Duration & Features section:
              1. Select the number of days for which you want to predict the customer likelihood of adding assets.
              2. Enter the amount the customer added to assets in the past. Customers who are likely to add more assets are identified based on the specified amount.
              3. Select the record types of accounts for which you want to predict the customer likelihood of adding assets.
              4. Click Looks good, next.
            8. Enter a name for your app, and then click Create.

              The process takes a few minutes.

            9. To view your app after the process is completed, refresh the page.

            The app now runs preconfigured recipes to create example, prediction, and predicted score datasets, and a dashboard.

             
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