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Unitifi's Financial Behavior Assessment & Communication Guide

By Unitifi

Know Your Clients Better

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Paid Add-On Required  

Payment required for external services or products

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Industries
Communications
Education
Financial Services
Business Need
Sales
Marketing
Analytics
Requires
Sales Cloud
Compatible With
Sales Cloud

This solution pushes data generated by ucit.unitifi.com & feeds it into the subscribers Salesforce account via custom objects. This helps streamline use by financial professionals in custom reports, automated communications, & meetings with clients.

  • Platform Overview