Predict Likelihood to Add Assets for Wealth Management Analytics allows financial advisors to intelligently forecast the likelihood of adding assets to accounts. Using the power of Einstein Discovery, the app prescribes actions on how to increase the chances to grow your account assets.
Note Predict Likelihood to Add Assets 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.