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设置适用于金融服务的 Tableau Next Analytics 仪表板
安装 Tableau Next Analytics 仪表板,为零售银行家提供全面的数据驱动视图,促进提供个性化和无缝的 Retail Banking 体验。这些功能强大的预构建仪表板显示了关键绩效领域的可操作见解,包括 Customer 360 简档、存款趋势、潜在客户生成、推荐来源和分行活动优化。通过统一这些数据,银行家可以推动个性化的参与策略,提高服务效率,加深客户关系。

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安装 Tableau Next Analytics 仪表板,为零售银行家提供全面的数据驱动视图,促进提供个性化和无缝的 Retail Banking 体验。这些功能强大的预构建仪表板显示了关键绩效领域的可操作见解,包括 Customer 360 简档、存款趋势、潜在客户生成、推荐来源和分行活动优化。通过统一这些数据,银行家可以推动个性化的参与策略,提高服务效率,加深客户关系。
| 适用于:Lightning Experience |
| 适用于:具有 Agentforce for Financial Services Cloud 加载项许可证的企业、性能和无限版本。 |
| 所需用户权限 | |
|---|---|
| 要使用适用于金融服务的 Tableau Next Analytics 仪表板: | Tableau Next 有限使用者 |
| 管理 Data 360: | Data Cloud 架构师 |

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