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gAIn360

Unlock the future of wealth and asset management

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€300   EUR/user/month
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Industries
Financial Services
Business Need
Productivity
Analytics
Finance
Requires
Financial Services Cloud
CRMA
Compatible With
Service Cloud
Platform Cloud
Financial Services Cloud

Highlights

Advanced AI-Based Forecasting Our proprietary machine learning models leverage over 20 financial indicators to deliver accurate, multi-timeframe forecasts for stock prices. The forecasts cover three-time horizons: 11, 21, and 63 trading days

Salesforce integration Automatically sync market data and client engagement activities,allowing wealth managers to provide personalized, services to their clients. Ensures a unified view of market performance and customer relationship management

Exchange asset data retrieval Capture comprehensive general, financial, and quotation data across multiple asset classes and exchanges (16 exchanges, 64.000 asset, 9 asset type, 21 industries)

Portfolio management with Financial Service Cloud integration Leveraging and enhancing the data model provided by FSC through the integration of automation to streamline transaction management, portfolio oversight, and financial advisor revenue tracking

Salesforce widget Introduction of user-customizable widgets, providing immediate access to insights generated by the ML engine, with the ability to perform quick drill-downs on the data and enrich customer datas

Provider Details

MASHFROG GROUP S.R.L.
Rome

TECH HUMAN TOUCH We give every partner the right digital solutions to transform own business. We build projects, services and products made of Technology, People and Innovation.

Pricing Details

Default Plan

€300 EUR/user/month

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by MASHFROG GROUP S.R.L.
Delivering a certified Salesforce experience for our partners' customers. Our expertise ensures customized solutions, exceeding expectations with a customer-centric approach for a seamless transition.