Loading
Prepare for Email to Become the Default Login ExperienceRead More
Salesforce Enforces New Security Requirements in Summer 2026Read More
CRM Analytics
Predict Client Churn Risk for Wealth Management Analytics

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.

Note
Note Predict Client Churn Risk for Wealth Management Analytics is included with CRM Analytics for Financial Services, which is available at an extra charge for customers with Financial Services Cloud Basic or Standard licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services) license. See Deploy CRM Analytics for Financial Services for complete deployment instructions.
 
Loading
Salesforce Help | Article