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gAIn360

Unlock the future of wealth and asset management

No Ratings
€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

gAIn360 redefines wealth management through Salesforce Financial Services Cloud, offering asset managers and family offices a tailored digital solution. By integrating AI and ML-driven predictive models, it enhances client management and drives innovation

  • gAIn360 redefines wealth management through Salesforce Financial Services Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
CRMA
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Platform Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Essentials

App Details

Version
gAIn 360/ver 0.1 0.4.0
Listed On
12/16/2024
Latest Release
12/16/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 13
Custom Tabs: 9
Custom Apps: 3
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/05/2024

Additional Details

Transform wealth management with gAIn360: Advanced CRM solution & Salesforce Financial Cloud integration Leverage AI-driven market forecasts, advanced analytics, and seamless CRM integration for personalized insights and streamlined operations. Seamlessly integrated with Salesforce, the world’s #1 CRM platform Our innovative platform gAIn360 revolutionizes wealth management. Tailored for professionals, asset managers and family offices, gAIn integrates advanced AI-driven market forecasting with Salesforce Financial Services Cloud. This powerful synergy enhances data analysis, personalizes client interactions, and streamlines operations. Boost your investment strategies with detailed financial data and predictive insights from ML solution. Deliver the best customer experience with a single flexible platform that puts the customer and his financial wellness at the centre. Unlock the future of wealth and asset management with gAIn360 solution. Include the following capabilities: 1. Portfolio management 2. Daily market data 3. Accurate multi-timeframe forecasts for stock prices 4. Advanced CRM analytics dashboard 5. Customizable widgets powered by data-driven insights

Need help?

MASHFROG GROUP S.R.L.

Rome

For any information or demo request, We will be happy to contact you and provide information about our services

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