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            Add Customer Likelihood of Adding Assets Dashboard to the Home Page

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            3. Financial Services Cloud Admin Guide

            Add Customer Likelihood of Adding Assets Dashboard to the Home Page

            Show predicted asset additions by Wealth Management customers by adding the Customer Likelihood of Adding Assets dashboard to the Home page. You can filter the shows prediction data by assets under management, marketing segment, and wallet share of the customer.

            Required Editions

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

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