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Tableau CRM for Financial Services Cloud

Watch this webinar, where we discuss how Tableau CRM for Financial Services (formerly Einstein Analytics) can help to:

  • Establish a data culture, quickly: get up and running fast with out of the box analytics templates, purpose built for financial services use cases and data
  • Understand client trends: with intelligent analytics embedded in Salesforce, quickly assess business health and predict which clients need attention
  • Take data-driven actions: with actions built directly into the analytics workflow, bankers and advisors can take immediate steps to reduce churn and grow assets under management

Register and attend any of the sessions in The Vault to learn from our data experts, customers, and trusted partners as they share valuable perspectives, guided lessons, and resources on how to use your data to respond to the most important elements of the business.

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MP4

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