Identify Customers for Immediate Action with the Einstein Analytics Client Segmentation App

The Client Segmentation Analytics app helps financial advisors gain insights across their books of business to help identify high-potential clients for outreach.

Where: This change applies to Enterprise, Unlimited, and Developer editions

Why: The Client Segmentation app dashboards provide custom, configurable visualizations. They bring the power of Einstein Analytics to a subset of Financial Services Cloud data. Built with the newer Analytics designer, they replace the dashboards on the Financial Services Cloud Advisor Analytics tab. Dashboards included in the Advisor Analytics tab are based on the previous designer, which is being retired in July 2019.

For example, the 80/20 dashboard compares client revenue against relationship-building activities and identifies key actions for your most significant clients.

The Client Segmentation 80/20 Dashboard
How: Set up permissions to create and view the Client Segmentation app using Einstein Analytics. In Analytics Studio, select Create, choose App, and select Start from Template. Select the Client Segmentation template, and follow the instructions in the wizard. Access the app in Analytics Studio.
Note

Note

If you installed the Financial Services Cloud - Einstein Analytics managed package before February 8, 2019, you can access the Financial Services Cloud Advisor Analytics tab until July 2019. We recommend that you remove the tab after you install the Client Segmentation Analytics app. See Personalize the Navigation Bar in Lightning Experience.