Financial Services Analytics

Analytics for Financial Services gives financial advisors and personal bankers a comprehensive customer intelligence solution based on the CRM Analytics platform. It includes Einstein Discovery, which lets you create automated AI models on any dataset without writing code.

Note Analytics for Financial Services is available at an extra charge for customers with Financial Services Cloud Basic or Standard licenses and the FSCAnalyticsPlus (Analytics for Financial Services) license. See Deploy CRM Analytics for Financial Services in the Financial Services Cloud Administrator Guide for complete deployment instructions.

• Analytics for Retail Banking Template
  Analytics for Retail Banking is part of a suite of CRM Analytics apps for Financial Services Cloud customers. Its dashboards visualize all the metrics and key performance indicators (KPIs) personal bankers require to grow client relationships.
• Consumer Banking Starter Analytics Template
  Consumer Banking Starter Analytics is part of a suite of CRM Analytics apps for Financial Services Cloud customers. It gives you a quick way of creating an analytics solution personal bankers can use to move clients up the value chain.
• Analytics for Corporate and Investment Banking
  The Analytics for Corporate and Investment Banking app is designed to help you understand your Corporate and Investment Banking deals. This app includes details about deal participants, deal products, and deal parties (such as legal teams or other external partners).
• Wealth Starter Analytics Template
  Creating an app from the Wealth Starter Analytics template gives Financial Services Cloud customers a quick way to apply the power of CRM Analytics to data about their book of business.
• Analytics for Wealth Management Template
  Analytics for Wealth Management a comprehensive analytics solution that’s part of a suite of CRM Analytics apps for Financial Services Cloud customers. Its extensive sets of dashboards apply the power of CRM Analytics to all significant data and KPIs from the Financial Services Cloud. .
• Predict Likelihood to Add Assets for Wealth Management Analytics
  Predict Likelihood to Add Assets for Wealth Management Analytics allows financial advisors to intelligently forecast the likelihood of adding assets to accounts. Using the power of Einstein Discovery, the app prescribes actions on how to increase the chances to grow your account assets.
• Predict Client Churn Risk for Wealth Management Analytics
  Predict Client Churn Risk for Wealth Management Analytics allows financial advisors to intelligently predict customer churn. Using the power of Einstein Discovery, the app prescribes corrective actions to help minimize occurrences of churn.
• Revenue Management for Financial Services Cloud
  The Revenue Management for Financial Services Cloud app is a one-stop solution to track, monitor, and manage revenue for multiple sales processes. It’s a purpose-built app that adapts to nuances of opportunity management within the financial service industry. It comes prepackaged with the component library to make it easier to customize the app to your liking.
• CRM Analytics for Complaint Management
  The CRM Analytics app for Complaint Management gives your customer experience managers and complaint team managers quick insights on customer complaints.
• Analytics for Mortgage Template
  Analytics for Mortgage enables loan officers and managers to drive increased mortgage sales by helping prioritize the customer leads and mortgage applications to focus on. Process loans faster by highlighting the mortgage applications that have the highest value, applications that have been open the longest, and applications that are missing documents.
• Analytics for Insurance
  A comprehensive set of CRM Analytics dashboards offers insurance executives and managers insights into their book of business and identifies opportunities to improve sales.