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            Use Financial Services Cloud CRM Analytics Solutions

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Use Financial Services Cloud CRM Analytics Solutions

            Financial Services Cloud offers you advanced analytics solutions based on CRM Analytics to help you grow and manage your business. 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. Client Segmentation App, which replaces the dashboards formerly available through the Financial Services Cloud Advisor Analytics tab, helps financial advisors identify high-potential clients for outreach.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud and CRM Analytics for Financial Services Cloud are enabled
            • CRM Analytics Apps for Financial Services Cloud
              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.
            • 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.
             
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