Back to Use Cases
Wealth Management
Fraud Detection and Prevention
Complexity
Very High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Limited fraud detection capabilities with manual review processes unable to identify suspicious activities or patterns across client accounts and transactions.
Solution
Deploy Einstein AI-powered fraud detection in Salesforce to analyze client behavior patterns, transaction anomalies, and suspicious activities with automated alerting.
Key Outcomes
- AI-powered fraud pattern detection
- Real-time suspicious activity alerts
- 73% reduction in fraud losses
- Automated investigation case creation
Tags
fraud-detectionaiwealth-managementsecurityeinstein
Implementation Timeline
12-16 weeks
Very High Complexity