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CRM + AI BUNDLE

BUILD YOUR BUNDLE
FOR WEALTH
MANAGEMENT

Deploy Salesforce Financial Services Cloud and gAIn360 through one coordinated program.

WHO WE
SERVE

Built for family offices and asset managers that need a modern foundation for client data, portfolio management, advisory workflows, and artificial intelligence without managing separate CRM and AI programs.

Firms without a CRM

Move beyond spreadsheets and informal processes with a structured system for managing clients, households, interactions, documents, and portfolios.

Firms migrating from a legacy CRM

Move data and processes to Salesforce while introducing wealth-specific AI capabilities and workflows as part of the same transformation.

Growing multi-family offices and advisory teams

Build a scalable platform that supports more clients, advisors, and assets while maintaining consistent processes and a unified view.

WHAT gAIn360
MAKES POSSIBLE

Salesforce and gAIn360 are configured as one environment for managing data, processes, portfolios, and intelligence throughout the client lifecycle.

01

A UNIFIED WEALTH CRM

Bring client records, households, relationships, documents, investments, accounts, portfolios, and interactions into one centralized and up-to-date view.

02

AI-POWERED ADVISORY

Embed forecasts, AI agents, cross-sell opportunities, next-best actions, meeting briefs, and personalized recommendations directly into advisor activities.

03

BUILT-IN CONTROLS

Standardize onboarding, KYC, compliance, monitoring, reporting, and documentation while improving traceability and consistency across teams and locations.

ONE PROGRAM, FROM
DESIGN TO GO LIVE

System integration coordinates the entire transformation—not only technical connections, but also CRM configuration, data migration, workflow design, and user adoption.

Assessment and process design

We define objectives, priority processes, the data model, user roles, regulatory requirements, and the implementation roadmap.


Salesforce setup and configuration

We configure Financial Services Cloud, permissions, workflows, dashboards, client views, and gAIn360 components.


Data migration and integrations

We migrate data from the previous CRM or existing sources and connect banking systems, custodians, ERP platforms, data warehouses, document systems, and financial data providers.


Testing, training and deployment

We validate workflows and integrations, train users, and support a phased production rollout.

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.