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Solution Gallery

A detailed look at our pre-built components to help you get the most value out of your analytics and AI investments.

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Accelerator Type
Accelerator Type
reduce client churn with snowflake zero copy salesforce data cloud AI

Reduce Client Churn with Predictive and Generative AI

Identify a client’s likelihood to churn and take action with a retention offer leveraging generative AI.

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tableau activity planning dashboard

Activity Planning: Who to Contact Next? (Tableau)

Set your activity plan by evaluating who in your portfolio should be contacted next.

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tableau activity tracking dashboard

Activity Tracking: Easily Identify Trends (Tableau)

View activites across a variety of dimensions and spot trends over time.

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New Customer Dashboard

Banking Scorecard Dashboard

Insight into new customers, deposit product pipeline, consumer lending, and partner referrals.

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Converted Partner Referrals Dashboard

Converted Partner Referrals Dashboard

Insight into team referrals, referrals that convert into opportunities, and more.

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Consumer Lending Dashboard

Consumer Lending Dashboard

Insight into team member, branch, region lending, and more.

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Deposit Product Pipeline Dashboard

Deposit Product Pipeline Dashboard

Give users insight into deposits across pipeline.

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New Customer Dashboard

New Customer Dashboard

Insight into new customers by team member, branch, and region.

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Wealth Management - Client Attrition

Client Attrition Risk Dashboard

Wealth and asset management executives can proactively identify the propensity of a portfolio to churn.

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