100% Salesforce Native · Financial Services Cloud
Your Advisors Know Every Client. Their CRM Does Not.
High-net-worth clients expect proactive, personalized service. Your advisors still write the same meeting notes, compliance reports, and client emails from scratch. GPTfy brings agentic AI to Financial Services Cloud — your models, your data, FINRA-audit-ready, live in days.
100,000
advisor shortage projected by 2034 at current productivity levels
McKinsey, 2024
5,000+
minutes saved per day
with GPTfy automation
GPTfy customer outcomes
100%
of AI interactions audited — every prompt, response, and data flow logged
GPTfy Security Audit Records
100,000 advisors short by 2034 and yours are stuck on admin, not clients.
Your advisors carry the relationship in their head. Salesforce carries incomplete data, stale notes, and no record of the last three calls. The gap between what your advisors know and what your CRM shows is where deals stall and clients churn.
40+ Hours/Week.
Lost to manual meeting prep across your team.

Advisors spend 15–30 minutes per meeting clicking through Salesforce tabs to piece together account context. For a team of 20 with 5 meetings each daily, that is 40+ hours of selling and advising time gone every week.

"It takes them 8 minutes to enter an order. With this, it now takes 2. It's time saved. I think that's where the ROI is in my head."- Technical Architect, Fortune 500 Manufacturing
42% of Reps.
Arrive at client meetings without full context.

Holdings, interactions, goals, and compliance data live across disconnected records. Advisors miss open cases, stalled renewals, and life event triggers. They ask questions clients already answered, eroding trust and wasting the meeting.

"It enables Salesforce professionals like me to leverage AI of my choice in a declarative manner. Case summarization, classification, routing, personalized email response generation."- Sury Ramamurthy, Technical Architect, Innolake Corporation
Zero Audit Trail.
When regulators ask, you scramble.

Firms using external AI tools have no record of what data left and what came back. When FINRA or SEC asks, compliance teams reconstruct AI usage from memory. That is not a defensible position for a regulated firm.

"Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object and go-live in days."- Gurditta Garg, Chief Salesforce Evangelist, Motorola
AI that works inside your org — so compliance never has to guess.
Before

Manual notes. Scattered holdings data. No audit trail. Advisors spend the day on paperwork, not clients. Compliance teams scramble when regulators arrive.

→
With GPTfy

AI assembles client 360 views from FSC data. Interaction summaries auto-generate. Every AI action is logged. Advisors prep for meetings in seconds, not hours.

→
After

Advisors spend time advising. Compliance is always audit-ready. Client sentiment and life events surface automatically. AUM growth follows advisor capacity.

How It Works
Pre-built prompts. Live in days.
Install from AppExchange

1-click, Salesforce security-reviewed managed package

BYOM
Connect Your Own AI

OpenAI, Claude, Gemini, or any model on your cloud infrastructure

20+
Activate Pre-Built Prompts

Financial services templates ready to customize, no code

Go Live Audit-Ready

Every interaction logged. FINRA, SEC, and SOX documentation from day one.

Real Results From GPTfy Financial Services Customers
5,000+
Minutes Saved / Day
16x
ROI Reported
100%
AI Interactions Audited
Days
Not Months to Go Live
What Your Financial Services Team Gets with GPTfy
Your AI models. Your Salesforce data. FINRA-audit-ready from day one. Fixed pricing, no surprises.
Client Intelligence · Advisor Productivity · Compliance Readiness
1

Know Every Client Before the Call.

AI assembles a complete client picture from Financial Services Cloud in seconds. Sentiment shifts, AUM changes, and life events surface automatically.
  • Client 360 Holdings View: Brief any account in under 10 seconds — holdings, goals, open cases, interactions, and sentiment in one AI-generated brief from FSC objects
  • Pre-Meeting Prep: Pulls data from Accounts, Opportunities, Cases, Contacts, and Activities via Data Context Mapping — grounded in real record data, no hallucinations
  • Life Event Alerts: Proactive notifications when clients hit investment maturities, policy renewals, or life milestones that need advisor attention
"...they take 10 to 15 minutes to do research on a prospect, and if you multiply that to 5 leads in a day, and then multiply that with the number of hunters - I think there is something here to explore."- Sales Leader, Global Financial Data Provider
Financial Advisors · Relationship Managers · Client Services
Explore AI for Financial Services →
2

Write Less. Advise More.

Eliminate post-meeting paperwork. AI drafts emails, summarizes interactions, and prepares meeting briefs from your Salesforce data — advisors review and send.
  • Deal Coaching: Encodes your sales methodology into a plain-English prompt; AI evaluates opportunity stage, contact roles, and activity history to flag missing steps and stalled deals
  • Renewal Assessment: Account 360 prompt pulls opportunities, cases, and activity history into one view — surfaces churn signals, open objections, and relationship health before the renewal call
  • Email Drafting: Pre-built Prompt Catalog templates create personalized, context-aware emails from CRM data; advisors review and send in seconds
"It enables Salesforce professionals like me to leverage AI of my choice in a declarative manner. Case summarization, classification, routing, personalized email response generation."- Sury Ramamurthy, Technical Architect, Innolake Corporation
Financial Advisors · Practice Leaders · Operations Teams
Explore Prompt Builder →
3

Audit-Ready Before Regulators Ask.

Every AI interaction logged with prompt chains, data flow records, and safety scores. Four-layer masking protects sensitive data before it reaches any AI model.
  • Security Audit Records: Every AI action creates a log capturing prompts, responses, toxicity scores — configurable retention for FINRA, SEC, SOX
  • Four-Layer S.P.E.C. Masking: SSNs, account numbers, credit cards, and 16 of 18 HIPAA PHI identifiers masked before AI execution
  • Zero-Trust Architecture: GPTfy runs inside your Salesforce org. Raw data never leaves your infrastructure. No GPTfy servers, no caching.
"I'm a firm believer of deploying pilots and seeing the value than just looking at presentations."- CTO, Financial Services Firm
Compliance Officers · Risk Teams · IT · CISO
Explore Audit Trails →
"When we think about our AI strategy in general, we're looking for how we can differentiate ourselves. And I think being able to use our own data from our own Salesforce — that's going to be a lot more useful to our advisors since that's the kind of pressure they're being put under. We have to get these relationships to close as quickly as possible."
- Sales Ops Director, Fortune 500 Financial Services
Works Across Your Financial Services Stack
Pre-Meeting Prep Demo → Deal Coaching Demo → Renewal Assessment Demo → Sentiment Analysis Demo → Account 360 Use Case → S.P.E.C. Data Masking → Audit Trails → BYOM (15+ Models) → S.P.E.C. Security Datasheet → Watch All Demos →
Questions From Compliance Officers, Advisors, and IT Directors
FAQ
Setup
How long does it take to deploy?
20+ pre-built prompts activate in less than a day. Full deployment — financial services prompts, compliance configuration, AI model tuning — takes up to three weeks.
Security
Where does client data go with GPTfy?
Raw data stays in Salesforce. Only masked data is transiently sent to your AI provider via S.P.E.C. masking. Zero GPTfy servers. Zero caching. Four-layer masking covers 16 of 18 HIPAA PHI identifiers.
Compliance
How does GPTfy support FINRA and SEC audits?
Every AI interaction creates a Security Audit Record — prompts, responses, content safety filters, toxicity scores. Configurable retention from 30 days to indefinite. Works with Salesforce Shield.
AI Models
Can we use our own AI provider?
Yes. OpenAI, Claude, Gemini, Perplexity, DeepSeek, Llama — 15+ models on Azure, AWS, or Google Cloud. Use your existing cloud contracts and negotiated pricing. Switch models without rebuilding.
Platform
Does it work with FSC objects?
Yes. All Financial Services Cloud objects — Financial Accounts, Holdings, Securities, Goals, and any custom objects. No Data Cloud required. Standard Salesforce security model applies.
Pricing
How does pricing work?
Fixed per-user/month. Unlimited prompts. No per-conversation charges, no credit consumption, no overages. You pay for AI model usage directly to your provider at your negotiated rates.
3 problems · 3 weeks · 3 wins
Get GPTfy Prove →
Paid engagement · Under five figures
Don't take our word for it. Make us prove it in your org.
Our forward-deployed engineers work alongside your Salesforce admin and compliance team, in your org, with your Financial Services Cloud data, on your real advisor use cases. No presentations. No guesswork. A working AI solution your advisors actually use — FINRA-audit-ready before you go live.
"I'm a firm believer of deploying pilots and seeing the value than just looking at presentations." - CTO, Financial Services
Fixed per-user/month. Unlimited prompts. No consumption surprises. See pricing →
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