Tableau CRM is a powerful cloud-based analytics and business intelligence (BI) solution on the Salesforce platform. It connects Salesforce data to external data and allows you to analyze large datasets while performing predictive analytics. Tableau CRM is now known as CRM Analytics, formerly Einstein Analytics. It is one of the many solutions in Tableau's portfolio.

How does CRM Analytics support FSC?

Financial institutions may gain insightful information about client goals, leads, and sales using CRM Analytics for FSC, a comprehensive customer intelligence tool. CRM Analytics for FSC, which was created especially for the finance sector, includes pre-built KPIs (key performance indicators) for various metrics, dashboards, and datasets. CRM Analytics for FSC also inherits the same reliable, safe, and compliant cloud infrastructure since it is inherent to Salesforce. It helps with the following:

• Enhanced client relationships:
• Use advanced dashboards to help clients meet goals faster
• Increase client engagement and minimize client attrition.
• Indicators like health score, account types, and portfolio assets give you an understanding of your client’s needs.
• Grow your book of business:
• Convert leads faster with out-of-the-box dashboards for lead sources, tracking, conversion, and pipeline trending
• Increase your client wallet share:
• Use AI-powered insights to increase returns for existing clients.
• The pre-built model for Asset Under Management (AUM) identifies clients who are most likely to make large deposits and improve their assets.
• Drive advisor performance:
• Employ rich analytics to review and evaluate the performance of your financial advisors quickly.
• Leadership and management can see who the best and worst performers are and the factors affecting performance.

Key Features of CRM Analytics

The key features of CRM Analytics that help to achieve the above-mentioned benefits by getting actionable insights are:

• Reports and Dashboards: The native analytics tool in Salesforce has certain drawbacks, despite being excellent in the majority of use cases. These issues are addressed by Tableau CRM, which has the following features: 
• Ability to integrate data from multiple sources
• Overcoming limitations due to components and filters
• Embed dashboards to Salesforce record pagesReal-time visualization and collaboration

• AI-driven insights using Einstein Discovery: Augment your business intelligence with predictive (potential outcomes and key drivers) and prescriptive (next best action) insights to: 
• Identify cross selling
• Upselling opportunities
• Increase conversions
• Deepen customer relationships
• Data Management Tools: Data quality is very important for accurate prediction. Built-in tools are available for the integration, preparation, and synchronization of data.
• Configurable connectors to bring data
• Recipes and Dataflow to design imported data and synchronize
• Pre-built Apps for Financial Services Cloud: a comprehensive set of CRM Analytics dashboards that helps financial service executives and managers, advisors, and personal bankers manage their books of business with insights about client goals and satisfaction, leads, and referrals.
• Analytics for Wealth Management: This gives financial advisors, personal bankers, and managers a complete customer intelligence solution. Some dashboards included are:
• My Book of Business Dashboard
• My Clients Dashboard
• Client Acquisition Dashboard
• Consumer Banking Starter Analytics: This gets you started with a dashboard that personal bankers can use to move clients up the value chain.
• Analytics for Retail Banking: Visualize all the metrics and key performance indicators (KPIs) personal bankers require to grow client relationships. Some dashboards included are:
• My Customer Dashboard
• My Activities Dashboard
• My Referrals Dashboard
• Wealth Starter Analytics: Helps financial advisors get started fast by analysing the success of their financial services business.

Conclusion

By providing financial institutions with AI-driven insights, Tableau CRM for Financial Services Cloud helps them make better decisions, engage customers more effectively, and streamline operations. Businesses may reduce risks, open up new revenue sources, and maintain their competitiveness in the digital age by utilizing automation and real-time data.

If you are looking to leverage your business with Salesforce CRM Analytics for FSC, reach out to our experts at Intellicloud Solutions. Let us help you build smarter, more efficient business solutions tailored to your needs.

To learn more about our capabilities in the Financial Services Cloud, we invite you to explore our profile and connect with us. Let us assist you in elevating your business with innovative software solutions.