Predict Client Churn Risk for Wealth Management Analytics allows financial advisors to intelligently predict customer churn. Using the power of Einstein Discovery, the app prescribes corrective actions to help minimize occurrences of churn.
Note Predict Client Churn Risk for Wealth Management Analytics is included with CRM Analytics for
Financial Services, which is available at an extra charge for customers with Financial Services
Cloud Basic or Standard licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services)
license. See Deploy CRM Analytics for Financial Services for complete
deployment instructions.