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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.
- Recipes and Datasets to Predict Customers Likely to Add More Assets
The app created by using the Customer Likelihood of Adding Assets template creates three recipes. The recipes create example, prediction, and predicted score datasets. - 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.
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