CRM FEATURES
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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 GAIN 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 gAIn solution.
How It Works
gAIn360 collects daily market data, processes it into actionable insights, and uses AI to provide tailored forecasts for 11, 21, and 63 trading days. Seamlessly integrated with Salesforce Financial Services Cloud, gAIn enhances client relationships and streamlines wealth management operations.
Step by step
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Quote Integration
Connect seamlessly with exchange data to stay updated with market quotes.
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AI Insights
Transform raw data into valuable insights with advanced AI prediction models, turning complex information into actionable outcomes.
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Analytics & CRM
Visualize insights through comprehensive analytics and enhance your CRM interactions for improved client engagement.
FEATURES
Portfolio Management
Optimize and manage investment portfolios with real-time data and AI-driven insights.
Interactive Widgets and Watchlists
Customize your dashboard to access critical market data and monitor your favourite asset trhough dinamic watchlist and alerting system
Asset and Index Tracking
Monitor individual assets and indexes with detailed performance analytics.
Advanced Analytics
gAIn360 deep insights with powerful analytics tools to make informed investment decisions.
Account and Household Management
Manage client accounts and household data seamlessly within a unified platform.
END-TO-END CUSTOMER LIFECYCLE MANAGEMENT
Seamlessly manage every stage of the customer journey for enhanced client satisfaction. Innovative ML and AI solutions for advanced portfolio management. GAIN is a pioneering product for AI-based time series modeling. Our team develops cutting-edge technology that transforms the capabilities of time series analysis.
End-to-End Customer Lifecycle Management
Flexible Portfolio Allocation
Easily adjust and optimize portfolio allocations to maximize returns and manage risk.
Effortless Market Discovery
Discover financial market opportunities with simple point-and-click navigation.
Updated Insights
Access up-to-date market data and forecasts for timely decision-making.
Enhanced Client Engagement
Utilize advanced CRM tools to personalize and strengthen client relationships.
Streamlined operations
Integrate data and processes for a more efficient and productive workflow.
