ARCHITECTURE
gAIn360 connects financial data, AI,
forecasting, and CRM in a scalable
platform built for wealth management.
FROM DATA TO
WORKFLOW
gAIn360 combines high-performance databases, APIs, MuleSoft, and Salesforce to deliver actionable insights directly into wealth management workflows.
Data & Financial Intelligence
The platform collects, organizes, and processes financial and enterprise data into a consistent, continuously updated information base.
Predictive Intelligence
gAIn360 analyzes market trends to generate predictive signals that support risk assessment and decision-making.
Salesforce & Customer 360
Integration with Salesforce Financial Services Cloud brings together financial data, client information, and interaction history in a unified view. Advisors and relationship managers can access gAIn360 insights directly within the CRM and their existing working environment.
Integration Layer
MuleSoft and APIs enable gAIn360 to connect with CRM platforms, custodian banks, and other enterprise systems. The architecture supports both real-time integrations and scheduled batch processes, adapting to each organization’s technology and operating environment.
Agentic AI
AI assistants use data, insights, and client context to support practical activities—from meeting preparation and identifying the next best action to conversational interaction. Intelligence is delivered directly where it is needed, without adding new operational steps.
A SCALABLE, SECURE INFRASTRUCTURE
BASED IN EUROPE
gAIn360 uses AWS cloud infrastructure
to ensure scalability, operational
continuity, and optimized performance.
The platform’s resources are hosted
exclusively in European data centers.
Supporting GDPR compliance, and
responsible information management.
Scalability
Cloud resources adapt to data volumes, user numbers, and evolving business needs.
Performance
The infrastructure is monitored and optimized to ensure reliable processing and fast access to insights.
European data residency
Data and workloads are managed exclusively through infrastructure located within the European Union.