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gAIn 360

Unlock the future of wealth and asset management

Overview

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

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  • 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

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

Categories

Business Needs
Productivity
Analytics
Finance
Industries
Financial Services
Personas
Business Operations Manager
Consultant
Other
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

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    by gAIn360 S.P.A.
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    gAIn360 uses AI and ML to transform wealth asset management with detailed financial forecasts, CRM capabilities, and Salesforce integration.