Prebuilt analytics apps and dashboards for financial services personas
Key Takeaway
Match the persona and line of business in the success criteria to the prebuilt app built for them. The Client Segmentation App finds high-potential clients for advisors but can't create or customize dashboards, which needs a CRM Analytics Growth, CRM Analytics Plus, or CRM Analytics for Financial Services license.
Agentforce Financial Services offers prebuilt analytics apps on the CRM Analytics platform, plus related options such as Revenue Intelligence and Tableau Next. Each prebuilt app targets specific personas in a specific line of business, such as advisors in wealth management, personal bankers in retail banking, agents and claim handlers in insurance, and loan officers in mortgage. A user story's success criteria usually say who needs insight and what they measure. The consultant's job is to recommend the offering that fits, and to spot when a requirement goes beyond what a lighter app can do.
CRM Analytics for Financial Services apps
CRM Analytics for Financial Services is a suite of prebuilt apps based on the CRM Analytics platform. Its curated visualizations highlight key performance indicators (KPIs), so advisors and personal bankers can stay on top of client goals and satisfaction, leads, and referrals. Managers can review and evaluate individual and regional performance.
| Who it's for | What it covers | |
|---|---|---|
| Analytics for Wealth Management | One dashboard set for advisors and personal bankers; another set for managers and executives | All significant data and KPIs from Agentforce Financial Services |
| Wealth Starter Analytics | Advisors | A quick start with the My Book of Business dashboard, for deepening client relationships and increasing assets under management (AUM) |
| Analytics for Retail Banking | Personal bankers | The metrics and KPIs personal bankers need to grow client relationships |
| Consumer Banking Starter Analytics | Personal bankers | A quick-start solution for moving clients up the value chain |
| Analytics for Insurance | Agents, managers, and executives | For agents: sales performance, customer segments, and upsell and cross-sell opportunities to grow written premiums. For managers: team performance and what makes top performers different, for coaching. |
| Insurance Claims and Policy Analytics | Claim handlers and producers | Tasks, claims, quotes, and policies |
| Analytics for Mortgage | Loan officers and managers | Prioritized leads and mortgage applications, loan application volume and completion rate, bottlenecks such as missing documents, and who processes loans faster |
Analytics for Wealth Management has extensive sets of dashboards. Wealth Starter Analytics and Consumer Banking Starter Analytics instead give a quick start on the analytics journey. Analytics for Corporate and Investment Banking covers Corporate and Investment Banking deals, including deal participants, deal products, and deal parties such as legal teams or other external partners.
Cedar Ridge Bank runs a wealth division and an insurance agency. The wealth user story says advisors need a view of client goals and referrals, and regional managers need to compare advisor performance. Analytics for Wealth Management fits both needs, because it has one dashboard set for advisors and personal bankers and another for managers and executives. The insurance user story says agents want to find cross-sell opportunities to grow written premiums, which points to Analytics for Insurance. A third story for the claims team, which needs to manage open claims and quotes, points to Insurance Claims and Policy Analytics.