Einstein Comes to Financial Services

Einstein Comes to Financial Services

KeyBank has been using Einstein Analytics to power sales across banking lines of business. Powerful sales analytics dashboards allow managers to run team meetings directly from Einstein Analytics gathering all the information that is needed to drive actions down to individual bankers. Their use of snapshots allow pipeline trends to be analyzed from every angle imaginable: account types, product, teams, and bankers... all driving sales revenue through actionable analytics. The platform has also been leveraged to create an app that drives contact and call planning utilizing complex security and sharing rules all inside a single dashboard. The future is bright for Einstein and KeyBank who look to unlock the power of Sales Cloud Einstein to leverage Account and Opportunity insights to prioritize their activities.
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