Get Customer Insights Fast with Einstein Analytics for Financial Services

Einstein Analytics for Financial Services, a suite of applications, helps financial advisors and personal bankers manage their books of business with insights about client goals and satisfaction, leads, and referrals. Plus, app dashboards make it easier for managers to review and evaluate individual and regional performance.

Where: This feature is available for an extra cost in Enterprise, Unlimited, and Developer editions.

Why: Financial Services managers can review and evaluate individual and regional performance with the app’s ready-made dashboards and datasets. Here’s the app’s Client Attrition dashboard, which identifies clients at risk of leaving so you can pay closer attention to them.

The Financial Services Analytics Client Attrition Dashboard

How: In Analytics Studio, select Create, choose App, and select Start from Template. Select the Analytics for Financial Services template, and follow the instructions in the wizard.