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Solutions

ML/AI Engine
Use AI and ML to predict financial performance.
CRM Features
Integrate gAIn360 with Salesforce for enhanced CRM.
Performance Monitoring
Constantly monitor and analyze financial performance.

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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

AI AGENT

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Boost Your Investment Strategy with AI-Agent

AI Agent for Investors and Financial Analysts

Our AI agent supports investors and analysts by tracking stocks and AI engine forecasts. Through integration with Salesforce and sentiment analysis, it provides strategic insights, creates personalized portfolios, and generates reports on stock performance and predictions, enabling more informed decision-making.

HOW DOES IT WORK

The platform uses advanced templates to process, structure, and distribute digital documents at scale. The process is developed in three main phases.

STEP BY STEP

DATA COLLECTION

Automatic acquisition of information from corporate databases, CRM, the proprietary gAIn360 database, ERP systems and other reliable sources, ensuring an accurate and complete data flow.
PROCESSING AI

Integration with dynamic templates and advanced personalization engines, allowing you to quickly adapt the content to specific business needs and context.
GENERATING INTERACTIVE

Automatic generation of documents in PDF format or other required formats, with secure archiving options and automated sending to recipients, ensuring efficiency and compliance in document operations.

FEATURES

The AI agent offers advanced innovative tools to support investors:

Smart Market Monitoring

Advanced Predictive Analysis

Personalized Investment Strategies

Salesforce Integration

News Impact Assessment

BENEFITS

Using our AI agent service provides tangible advantages:

Instant Responsiveness

Make data-driven decisions with real-time, accurate insights that improve business outcomes and drive success.

Advanced Decision Support

Save time by automating data integration and real-time reporting, boosting efficiency and productivity efficiency and productivity.

Reduced Uncertainty

Tailor your BI dashboards to focus on key performance metrics, delivering personalized, actionable insights for better decision-making.

Multi-Platform Integration

Stay ahead of the curve with instant alerts on critical performance changes, empowering you to act quickly and mitigate risks.

WHAT PROBLEMS DOES  IT SOLVE?

Manually monitoring financial markets, analyzing asset performance, and interpreting forecasts require time, resources, and specialized expertise. Our AI agent automates these tasks, providing a conversational interface that delivers strategic insights, AI-driven forecasts, and real-time sentiment analysis. Thanks to integration with official sources, Salesforce CRM, and our proprietary forecasting engine, the AI agent offers always up-to-date, personalized, and easily accessible information. This reduces decision-making uncertainty, speeds up financial analysis, and supports investors and analysts in shaping more effective strategies.