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AI ADD-ONS

EXTEND gAIn360
WITH SPECIALIZED
AI AGENTS

Activate new capabilities within your gAIn360 environment and bring intelligence, automation, and decision support into the workflows where they can create the most value.

AI Add-ons are available to organizations already using gAIn360.

CHOOSE THE
CAPABILITIES TO ADD
TO YOUR ENVIRONMENT

Activate one or more agents based on your organization’s priority workflows and business objectives.

Market data agent

Use natural language to query quotations, volumes, historical data, and other market information available in gAIn360.

Investment screening agent

Search and compare assets using criteria such as geography, industry, volumes, and forecast signals.

Client recommendation agent

Combine CRM data, preferences, portfolios, and forecasts to identify relevant assets and help advisors deliver recommendations aligned with each client’s goals.

Meeting preparation agent

Bring together client data, portfolio context, recent activity, and financial signals to help advisors know when to engage and what to discuss.

Document intelligence agent

Capture and extract key information from banking and onboarding documents, structuring it within gAIn360 to reduce manual work and duplication.

HOW ADD-ONS
EXTEND GAIN360

Add-ons use the context, data, and workflows already available in gAIn360. They do not require a separate environment and keep activities inside the same advisor workspace.

01

CHOOSE THE WORKFLOW

Identify the process to enhance and the expected outcome: financial research, meeting preparation, personalization, screening, or document automation.

02

CONFIGURE THE AGENT

Define data sources, permissions, criteria, outputs, and activation points within the workflow.

03

ACTIVATE AND OPTIMIZE

Test the agent in the real operating context, validate its outputs, and progressively optimize its configuration and usage.

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.