The leadership team at Cumulus Financial has determined that customers who deposited more than $250,000 in the last five years and are not using advisory services will be the central focus for all new campaigns in the next year.
Which features support this use case?
Cumulus Financial created a segment called Multiple Investments that contains individuals
who have invested in two or more mutual funds.
The company plans to send an email to this segment regarding a new mutual fund offering, and
wants to personalize the email content with information about each customer's current mutual fund
investments.
How should the Data Cloud consultant configure this activation?
What are the two minimum requirements needed when using the Visual Insights Builder to create a calculated insight?
Choose 2 answers
An organization wants to enable users with the ability to identify and select text attributes
from a picklist of options.
Which Data Cloud feature should help with this use case?