You are here:
Churn Prediction for Wealth Management Customers
Get predictions about Wealth Management customers who are likely to churn and reduce their likelihood to churn by analyzing their churn scores. Churn predictions are based on data from customers’ accounts. You can also include Feedback Management and Sentiment Insights features from contacts associated with your customers' accounts.
Important The Churn Risk machine learning model uses several variables to generate
predictions, including potentially sensitive personal information such as age and marital status.
You can remove or adjust the use of these variables. For more information, see Explain, Predict, and Take Action with Einstein Discovery.
- Enable CRM Analytics and Assign Permission Sets to Churn Predictions for Wealth Management Customers
Enable CRM Analytics, assign the required permission sets to your admins, users, and Analytics Cloud Integration users. - Data Requirements to Predict Wealth Management Customer Churn
The machine learning model requires features from some Salesforce objects and datasets. - Feedback Management and Sentiment Insight Features for Wealth Management
To get customer churn predictions, you can optionally include Feedback Management and Sentiment Insights features for contacts associated with your customer’s accounts. - Wealth Management Customer Churn Predictions
Get predictions about Wealth Management customers who are likely to churn by creating an app using the Customer Churn Risk for Wealth Management template.
Did this article solve your issue?
Let us know so we can improve!
