Use the Basic AI Product Recommendations Dashboards
Get product recommendations for customers who are most likely to buy your products.
Prioritize customers who need your immediate attention by profiling the customers. The predictions
are created by using clustering transformation.
Required Editions
Available in: Professional, Enterprise, and Unlimited editions
with the Revenue Intelligence for Financial Services license
The Product Recommendations for Top Customers (Basic AI) Dashboard
See recommended products for top customers. Set filters to see the recommended products for
each branch, account, account record type, and marketing segment. View recommended products
based on the number of related accounts and for each marketing segment.
The chart (1) shows the number of customers likely to buy each recommended product.
The chart (2) shows the recommended products based on the marketing segment.
The chart (3) shows the recommended products based on deposit balance.
The chart (4) shows the recommended products for each record type. To see the deposit
balance for a record type in the next chart, click a sector.
The table (5) shows customer details.
The Top Customer Recommendations (Basic AI) Dashboard
To see customers who are likely to buy a product, embed this dashboard on the product's record
page. Set filters to see prediction data based on the customers’ deposit balance, the wallet
share, the assets under management, and the number of related financial accounts.
The Top Product Recommendations (Basic AI) Dashboard
To see a list of recommended products for an account, embed this dashboard on the account's
record page.
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