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Solutions

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AI Enablers

  • AI Agent

    Use AI chatbots to support investment decisions in real time.

  • Document Composer

    Generate custom documents from templates and live data.

  • AI Reporting

    Use AI to extract insights from quarterly financial reports.

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Service

Rishabh Gujar is Head of Sales, North America at gAIn360, where he leads commercial expansion across Canada and the United States, with a focus on bringing AI-native wealth management technology to family offices, multi-family offices, and wealth management firms.

He brings a strong background in the Salesforce ecosystem, with experience across CRM strategy, financial services technology, and business development. During his career, Rishabh has worked with leading Salesforce partners, including OSF Digital and Mphasis Silverline, gaining deep exposure to the technologies used by financial services organizations to manage clients, data, integrations, and advisor workflows.

His expertise spans Salesforce Financial Services Cloud, Experience Cloud, MuleSoft, CRM Analytics, and custodial integrations, giving him a practical understanding of how wealth management firms can strengthen their operating model through better use of CRM and data.

At gAIn360, Rishabh applies this experience to support North American wealth management organizations in adopting AI-powered financial intelligence within Salesforce Financial Services Cloud, helping them improve client engagement, advisor productivity, portfolio visibility, and decision-making.