Financial Services
Improve client experience and sales with AI-powered financial solutions and intelligent automation.
- Wealth Management Solutions
- Banking & Credit Services
- Investment Advisory
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Insurance
Empower agents and assure peace of mind with intelligent insurance solutions and automated processes.
- AI-Powered Claims Processing
- Intelligent Underwriting
- Customer Service Automation
Healthcare
Enhance patient care and operational efficiency with AI-driven healthcare solutions and automation.
- Patient Care Optimization
- Care Coordination
- Clinical Documentation
High-tech
Boost sales and enhance the high-tech user journey with intelligent automation and customer insights.
- Sales Acceleration
- Customer Success Automation
- Technical Support Enhancement
Real Estate
Drive sales and improve the real estate experience with AI-powered lead management and automation.
- Intelligent Lead Management
- Client Communication Automation
- Market Analysis & Insights
Higher Education
Transform student experience from inquiry to alumni with AI-powered educational solutions and automation.
- Student Engagement & Support
- Admissions Process Automation
- Alumni Relations Management
Insurance Brokerage
Streamline brokerage operations with AI-powered policy analysis, renewal management, and client communication.
- Policy Analysis & Comparison
- Renewal Management
- Client Communication Automation
Frequently Asked Questions
GPTfy is Salesforce-native and works across any industry that uses Salesforce. We have pre-built solutions for financial services, healthcare, insurance, high-tech, real estate, and higher education. For other industries, GPTfy's flexible prompt builder and BYOM capabilities let you customize AI workflows for your specific needs.
GPTfy operates inside Salesforce, not alongside it. This means AI reads and writes directly to your CRM records with full field-level security, audit trails, and PII masking. Industry-specific prompts are pre-configured for common workflows like claims processing, patient care coordination, or wealth management.
Most teams are live within 60 minutes. GPTfy installs as a managed package from Salesforce AppExchange. Industry-specific prompt templates are included, so your team can start using AI immediately without custom development.
Yes. GPTfy includes PII masking, data residency controls, audit trails, and role-based access. For healthcare, GPTfy supports HIPAA compliance. For financial services, it supports SOC 2 and GDPR requirements. All data stays within your Salesforce org's security boundary.
Absolutely. Book a demo and our team will walk through industry-specific use cases using your Salesforce org. We can show you exactly how AI improves workflows for your team's day-to-day operations.
Yes. GPTfy's BYOM architecture lets you assign different AI models to different prompts and use cases. For example, you could use one model for claims summarization and another for customer correspondence generation, each connected through Named Credentials with separate cost tracking and security controls.