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Client Attrition Risk Dashboard

With our client attrition risk dashboard in Tableau, wealth and asset management executives have a predictive dashboard that identifies the propensity of a portfolio to churn — with the ability to drill in by client asset class, product mix, and geography. In addition to providing insight into key accounts and regions, it provides predictions of possible causes of upcoming attrition (powered by Einstein Discovery). With viz in tooltips and user-based parameter selection, drill into key insights with this dashboard.