Identify customers with churn scores that indicate they need your attention and take
steps to retain them. View details of customers who are likely to add assets and take appropriate
action. View product recommendations for customers who are most likely to buy your
products.
Required Editions
Available in: Professional, Enterprise, and Unlimited editions
with the Revenue Intelligence for Financial Services license
Use the Retail Banking Customer Churn Prediction Dashboards Identify and take steps to retain customers who are likely to churn. View details of customers with churn scores that indicate they need your attention. Profile customers who need your immediate attention by profiling the customers.
Use the Customer Likelihood of Adding Assets Dashboard Identify customers who are likely to add assets and take appropriate action. View prediction results for each prediction score group. You can embed the dashboard in Lightning record pages.
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.
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