Jet Interactive Softphone Dialer
Handle Australian calls and mobile texts in Salesforce Service Cloud, with automatic records, recordings and AI summaries.
Jet Interactive Pty LtdFreemium
gAIn 360
by gAIn360 S.P.A.SalesforcePaid
Manages portfolios, market data, forecasts, and CRM analytics in Salesforce Service Cloud.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
gAIn 360 combines portfolio management, market information, stock-price forecasts, and CRM analytics with Salesforce Financial Services Cloud. It retrieves asset, financial, and quotation information across exchanges and asset classes. The add-in synchronizes market information and client engagement activity with Salesforce, while supporting transaction workflows, portfolio oversight, and advisor revenue tracking. Customizable Salesforce widgets display machine-learning outputs and support data drill-downs.
Key capabilities
from the Salesforce AppExchange listingPortfolio management
Connects portfolio oversight, transaction workflows, and financial advisor revenue tracking with Financial Services Cloud.
Market data retrieval
Collects general, financial, and quotation information for assets across multiple asset classes and exchanges.
Stock-price forecasts
Applies machine-learning models using financial indicators to forecast stock prices over 11-, 21-, and 63-trading-day periods.
CRM analytics dashboard
Provides a dashboard for analyzing CRM information and client engagement activity.
Customizable widgets
Provides configurable Salesforce widgets for viewing machine-learning insights and drilling into data.
Salesforce synchronization
Synchronizes market information and client engagement activity with Salesforce.
Use cases
- Asset managers and family offices can monitor portfolios and examine forecast data for investment-related work.
Who it's for
The vendor names wealth management professionals, asset managers, family offices, wealth managers, and financial advisors.
In the catalog
15 plugins in Service Cloud · Finance
Price distribution: 1 free, 4 freemium, 10 paid
Pricing & deployment
Platform
Salesforce
Product
Service Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 gAIn360 revolutionizes …»