Tableau Wealth Management Analytics

Tableau Dashboard

In dashboard below, you will see how we can leverage predictive insights through Tableau to help reduce attrition risk within wealth and asset management.

With our client attrition risk dashboard built in Tableau, wealth and asset management executives now have a predictive dashboard that identifies the propensity of your portfolio to churn with the ability to drill in by client asset class, product mix, and geography.

Our solution gives you actionable insights enhanced with embedded AI and machine learning models powered by Salesforce Einstein Discovery.

This gives you that much needed insight as seen here with clients with high cross sell propensity.

With the total book insight powered by Einstein Discovery directly in your dashboard, you have immediate insight enabling you to take corrective action across the portfolio and within each manager and advisor’s portfolio.

Now you can start to visualize where managers have their highest risk, and in this case, new opportunities for additional product cross sell.

As you click into each individual Manager, you can quickly determine both areas of risk as well as different recommended actions to take within each individual manager’s portfolio.

In this case, there is a two times higher client to advisor ratio.

Additionally, you can take an account centric view which allows you to set a threshold for accounts you want to dive deeper into. As you look at each account, the predictive insights update in real time for guided actions based on propensity to impact a positive and negative outcome within each account.

With Atrium’s client attrition risk dashboard, your path to inquiry is clean, simple, and informed by real time predictions throughout your entire portfolio.