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CLIENT ASSETS & LIABILITIES | Tableau Accelerator for Financial Services

By Salesforce Labs

Assess your overall performance: Assets under Management & Lending Stock

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Analytics
Dashboards & Reports
Data Visualization
Requires
Tableau

Assess and improve the profitability of your client's assets and liabilities. Identify most impactful Business Lines. Review your Client Portfolio and identify outliers. Determine the dynamics of (in/out)flows across mandates.