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CRM Analytics Apps for Financial Services Cloud (Managed Package)
CRM Analytics for Financial Services, a comprehensive set of CRM Analytics dashboards, helps financial service executives and managers, advisors, and personal bankers manage their books of business with insights about client goals and satisfaction, leads, and referrals.
- Use Consumer Banking Starter Analytics (Managed Package)
The Consumer Banking Starter Analytics gets you started with a dashboard personal bankers can use to move clients up the value chain. - Use Analytics for Retail Banking (Managed Package)
Analytics for Retail Banking dashboards visualize all the metrics and key performance indicators (KPIs) personal bankers require to grow client relationships. - Use Wealth Starter Analytics (Managed Package)
The Wealth Starter Analytics app helps financial advisors get started fast analyzing the success of your financial services business. - Use CRM Analytics for Insurance (Managed Package)
The insurance-specific analytics for Financial Services Cloud (FSC), a comprehensive set of CRM Analytics dashboards, offers insurance executives and managers insights into their book of business and identifies opportunities to improve sales. - Use Analytics for Wealth Management (Managed Package)
Analytics for Wealth Management gives financial advisors, personal bankers, and managers a complete customer intelligence solution.
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