Build a wealth insights and management application using a Jupyter Notebook
Learn how to build a wealth insights dashboard using a Jupyter Notebook to retrieve client wealth insights information.
About this event
Diane Reynolds and Raheel Zubairy walk through the Client Insight for Wealth Management APIS using a Jupyter Notebook and then build a dashboard application on top of the Notebook. The Client Insight for Wealth Management service provides wealth management companies with key insights for their clients to improve client satisfaction and retention. The service is called through API calls to provide information regarding the client, and analytics to provide attrition score and predict life events for the client.