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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

• Salesforce Platform

• System integration

• Stand-alone RoboAdvisor B2B