FOR SALESFORCE
USERS

+16

Exchanges

Asset types

+21

Industries

WHO WE
SERVE

Built for wealth management firms running on Salesforce who want AI working inside their existing environment.

Family offices

Unify wealth data, market intelligence, and family relationships for personalized wealth management.

Managing partners

Turn your Salesforce investment into greater advisor capacity, stronger client coverage, and scalable growth.

Heads of wealth

Give every advisor the context and intelligence to prioritize, prepare, and act at the right time.

THE PROBLEMS
WE SOLVE

Salesforce centralizes a significant amount of information, but it does not always turn that information into timely guidance for the teams managing clients, portfolios, and opportunities.

A CRM that records, but does not recommend

Information is stored but remains passive, requiring manual interpretation.

Manual preparation and fragmented context

Teams search CRM, documents, portfolios, and reports before every meeting.

AI and automation outside the workflow

External tools and isolated pilots introduce additional steps, increase complexity, and make data, outputs, and responsibilities harder to govern.

WHAT gAIn360

MAKES POSSIBLE

Use the data already available in Salesforce to improve responsiveness, decision quality, and advisor productivity.

INSTANT RESPONSIVENESS

Quickly retrieve trusted information on clients, portfolios, assets, and markets. AI agents reduce time spent searching and surface insights when they are needed.

ADVANCED DECISION SUPPORT

Combine client profiles, preferences, transaction history, portfolio context, and predictive signals to identify relevant opportunities and contextual next-best actions.

CONTROLLED AUTOMATION

Automate meeting briefs, follow-ups, reporting, document generation, and data extraction while maintaining human oversight, traceability, and control over outputs.

EXPECTED

OUTCOMES

Faster advisor productivity

Actionable client insights

Scalable operations

New AUM growth opportunities

BENEFITS

System integration runs throughout the project, ensuring that gAIn360 fits your existing operating and technology model without disrupting what already works.

Assessment and configuration

We review your Salesforce organization, workflows, data model, and
business priorities to define the right activation scope.

Data and integrations

We configure mappings, data flows, and connections with financial sources,
banking systems, document platforms, data warehouses, and enterprise
applications.

Deployment and adoption

Testing, deployment, training, and ongoing support help teams move into
production and progressively expand the activated capabilities.

THE

PLATFORM

gAIn360 integrates with your Salesforce Financial Services Cloud environment, connecting CRM context, portfolio data, market intelligence, predictive models, AI agents, and document automation.

ONE WORKSPACE.
MORE INTELLIGENCE AT EVERY STEP.
FROM DATA TO ACTION. INSIDE EVERY WORKFLOW.

WHO WE SERVE