Time is money,
Why Waste any.
Improve Client Experience and Sales. Bring AI to your Financial Services Cloud.
Client Services, Understand their mood, Expedite their needs
Empathetic calls, AI-driven sentiment analysis
Enable representatives to match the tone of voice with clients’ sentiments, ensuring empathetic, professional, or enjoyable interactions based on AI sentiment analysis.
Instantly grasp client's intent
Save clients’ time with AI providing the intent behind every email, chat, or written communication. Once you know their needs, take action swiftly.
Financial Advisors, Maximize Time, Maximize Profits
Comprehensive View of Client Holdings
Leverage AI to get a 360-degree summary beyond regular reports, empowering your staff to ensure clients’ investments are ideally suited to their needs.
Stay Informed of Life Events and Changes
Let AI notify you about crucial life events or maturing investments, allowing your agents to identify opportunities and better serve your clients.
Financial Practice Leaders, Dive Deep, Respond Swiftly
Forge Bonds with Personalized Emails
Trust AI to create conversational and contextually accurate email drafts. A perfectly crafted message can win clients’ hearts and minds.
Uncover Client Intents Instantly
Streamline client communication with AI’s help in quickly discerning the intent of emails, chats, and more. Understand fast, act faster!
Is AI Your New Age Genie? Financial Services Reimagined
Revolutionize your financial services. Optimize risk assessment, automate trading, and unlock new avenues for growth with AI for Financial Cloud.
Frequently asked questions
GPTfy is the Salesforce-native, enterprise-grade solution that accelerates your Salesforce integration with ChatGPT.
GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your Sales, Customer Success, Marketing, and other Salesforce users benefit from AI-based automation.
GPTfy comes with drop-in integration and takes less than an hour to set up. The integration may require more time depending on the AI selected and your requirements. Contact us to understand your needs and provide a better estimate.
GPTfy processes data on the Salesforce platform before sending it to the AI server. For Salesforce’s compliance with various regulations, please refer to https://compliance.salesforce.com/en.
AI-related regulatory requirements depend on your integration and security choices. Please contact us so that we can help address this better.
Schedule a meeting with us to get started with ChatGPT integration in Salesforce. During the meeting, we will understand your needs and get you started.
