Use Wealth Management Customer Churn Prediction Dashboards
Identify and take steps to retain customers who are likely to churn. View details of
customers whose churn scores indicate the need for your attention. Prioritize customers who need
your immediate attention by profiling the customers.
Required Editions
Available in: Professional, Enterprise, and Unlimited
editions with the Revenue Intelligence for Financial Services license
Note For metric definitions of Analytics for Wealth Management dashboards, see Analytics for
Wealth Management Dashboard Glossary. The glossary also describes the contents and the use of
global filters present on the dashboards.
The Churn Prediction for Wealth Management Customers Dashboard
See predicted churn details of Wealth Management customers. Set filters to see customers who
are at risk of churn for each branch unit, account, account record type, marketing segment,
and account category. View prediction results for each churn score group. Quickly learn
about top customers, customers with low balances, or customers with high outstanding credits
who are likely to churn.
The chart (1) shows yearly, quarterly, or monthly analysis of existing accounts.
The chart (2) shows accounts based on record type. Use the chart to prioritize the type
of accounts that need your attention. To see details of a record type in the next chart,
click a sector in the chart.
The chart (3) shows accounts based on the length of the account's relationship with the
company. Use the chart to prioritize customers who need your attention.
The table (4) shows customer details.
The Churn Prediction for Wealth Management Banking Customers (Embedded) Dashboard
See predicted churn details of Wealth Management customers. Set filters to see customers with
low balances or high outstanding credits who are likely to churn. View prediction results
for each churn score group. The dashboard can be embedded on Lightning record pages.
The chart (1) shows churn scores based on account balance or outstanding credit.
The chart (2) shows accounts based on record type. Use the chart to prioritize the type of
accounts that need your attention.
The chart (3) shows accounts based on marketing segment. Use the chart to prioritize
marketing segments that need your attention.
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