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i2i Logic Plugin for Salesforce

By i2i Logic

Critical customer intelligence for corporate & commercial banking

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Sales Intelligence
Sales Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud
Financial Services Cloud

The i2i Logic Plugin for Salesforce is an add-on module for existing users of the i2i Logic. The i2i Logic advanced analytics platform for corporate and commercial banking generates critical intelligence on your customer’s needs.

Highlights

INDUSTRY INTELLIGENCE: 1,000’s industry and geographic benchmarks

PROSPECTING INTELLIGENCE: What companies have banking needs now? Use analytics to create target lists

OPPORTUNITY & WALLET INTELLIGENCE: What are the top opportunities for each company? What’s the company wallet? Generate auto account plans

COMPANY INTELLIGENCE: Financial and operating profiles and benchmarks to support the pitch

CONVERSATION & PITCH INTELLIGENCE: Guided conversation ideas. Auto generated pitch collateral

PITCH TO THE CLIENT WITH A BEAUTIFUL INTERACTIVE DIGITAL INTERFACE: Transformative client engagement

PROFESSIONAL DEVELOPMENT: Leverage our digital coach, corporate finance learning guides and an interactive e-Learning platform for bankers

Provider Details

The i2i Logic advanced analytics platform for corporate and commercial banking generates intelligence on customer needs - linking those needs with actions for the bank and provides supporting collateral in seconds. The intelligence is delivered via a digital platform to be used by bankers and advisors at their desks and in the field directly with their clients. Typical users include relationship, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. The i2i Logic platform enables you to - • Identify prospects or product opportunities for existing clients. • Provide sales leads and highlights relevant conversation topics. • Enrich client discussions with a digital interactive pitch book. • Lead your client through relevant analytical scenarios to uncover their needs and opportunities. • Spend more time with clients by automating manual analysis and presentation preparation. • Drive professional development across your front line at a fraction of the cost.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

i2i Logic for Salesforce is available as an additional module to the i2i Logic Platform.

Pricing depends on firm size and number of users. Request an i2i Logic Customer Intelligence Platform demonstration today for additional information by clicking on the ‘Get It Now’ button.