Time is money, Why Waste any.
Generate client portfolios, sentiment analysis, and compliance documentation from your Salesforce Financial Services Cloud data.
100,000advisor shortage projected by 2034 at current productivity levels (McKinsey)
100,000 advisors short by 2034 and yours are stuck on admin, not clients
High-net-worth clients expect proactive, personalized service. Your advisors still write the same meeting notes and compliance reports by hand.
Saved per day by GPTfy customers on documentation
Advisors write meeting notes, compliance summaries, and client emails from scratch. A single client review meeting generates 30+ minutes of post-meeting documentation that could be auto-generated.
“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
Build prompts with Prompt BuilderAdvisors check before every client meeting
Holdings, interactions, goals, and compliance data live in different places. Advisors piece together a client picture manually, missing life events and AUM changes that should trigger outreach.
“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
Accelerate deals with 360-degree client viewsEvery AI interaction logged for FINRA and SEC
Firms using external AI tools have no audit trail of what data left and what came back. When regulators ask, compliance teams scramble to reconstruct AI usage from memory.
“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
Secure this with Audit trail & complianceClient Intelligence
Detect Sentiment Shifts Using CRM Activity Data
Spot at-risk relationships before calls. GPTfy analyzes sentiment across interactions with PII masked automatically.
Assemble 360 Holdings Views Instantly
One-click overview of accounts, holdings, and goals. See AUM changes and life-event triggers in a single AI brief.
Advisor Productivity
Draft Emails Through Prompt Catalog Templates
Pre-built templates create personalized emails from CRM data. Advisors review and send in seconds.
Trigger Alerts By Monitoring Activity Data
Proactive notifications on maturities, renewals, and life milestones. GPTfy extracts triggers from your Salesforce data for timely outreach.
Compliance Security
Apply Four-Layer Masking Before AI Execution
Every interaction logged with full audit trail. Four-layer data masking covers SSNs, account numbers, and 16 of 18 HIPAA identifiers.
Meet FINRA Requirements With Audit Trails
Configurable retention, auto-purge, and Salesforce Shield support. Complete audit trails log every data flow for FINRA, SEC, and SOX compliance.
Compliance Operations
Generate Audit Reports From Interaction Logs
Every AI interaction logged with prompt chains and safety scores. Generate compliance summaries ready for FINRA and SEC review.
Monitor Data Flows With Full Audit Trails
GPTfy tracks every data flow via secure connections, providing complete audit trails of what left Salesforce and what came back.
Why Leading Financial Services Companies Choose GPTfy
5,000+ Minutes Saved Per Day
Real customer saved over 5,000 minutes daily with a single use case. Advisors spend 66% less time on documentation, compliance paperwork, and manual note-taking.
Days Not Months to Go Live
GPTfy ships with 20+ pre-built prompts that activate in less than a day. Full deployment including financial services prompts and compliance configuration takes up to three weeks.
100% AI Interactions Audited
Every AI interaction logged with full audit trail. Combined with configurable data retention and Salesforce Shield support, this provides the documentation framework for FINRA, SEC, and SOX audit readiness.
Key Features For Financial Services
Client 360 Holdings View
One-click overview of accounts, holdings, goals, and interactions beyond standard Financial Services Cloud reports. AI-powered briefings from Financial Services Cloud data.
Sentiment & Intent Detection
AI analyzes client sentiment across all past interactions and reads chat and email to identify concerns, requests, and urgency before your advisor responds.
Four-Layer Data Masking
Four-layer masking covers SSNs, account numbers, credit cards, and 16 of 18 HIPAA PHI identifiers. PII is masked before reaching AI models.
Life Event Alerts
Proactive notifications when clients hit investment maturities, policy renewals, or life milestones that need advisor attention.
Key Takeaways
- Four-layer masking covers SSNs, account numbers, and 16 of 18 HIPAA PHI identifiers before AI execution
- Data Context Mapping assembles 360 client views from Financial Services Cloud objects without Data Cloud
- Every AI interaction logged with full audit trail for FINRA, SEC, and SOX compliance readiness
- BYOM connects 15+ models via Named Credentials using your existing cloud contracts and pricing
- Prompt Builder ships 20+ pre-built templates that activate financial services use cases in under a day
- Flow integration triggers AI-generated alerts on maturities, renewals, and life-event milestones automatically
Frequently Asked Questions
GPTfy ships with 20+ pre-built prompts that activate in less than a day. Full deployment - financial services prompts, compliance configuration, AI model tuning - takes up to three weeks.
Raw data stays in Salesforce, only masked data is transiently sent to your AI provider through secure connections. GPTfy runs inside your org. Zero GPTfy servers. Zero caching. Four-layer masking covers 16 of 18 HIPAA PHI identifiers.
Every AI interaction creates a full audit log capturing prompts, responses, content safety filters, and toxicity scores. Configurable retention from 30 days to indefinite. Works with Salesforce Shield and high-assurance sessions. See how it works in our security architecture demo.
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.
GPTfy uses four-layer masking: field-level, regex pattern, blocklist, and custom rules. It covers account numbers, SSNs, credit card numbers, and 16 of 18 HIPAA PHI identifiers. Blocklist terms are masked in prompts - the prompt still executes with sanitized data. Raw data never leaves your infrastructure.
Yes. GPTfy works with all Financial Services Cloud objects - Financial Accounts, Holdings, Securities, Goals, and any custom objects. No Data Cloud required. Standard Salesforce security model applies.
Deploy Client Intelligence in Your Org
30 minutes. Your data. Your use cases. No commitment required. See how GPTfy automates documentation so advisors can advise.
Explore More Industries
Case Study: 16x ROI
Global firm achieves $4.3M in annual savings across 800 sales users.
Account 360
AI-powered 360-degree client portfolio views across all touchpoints.
Deal Coaching Demo
See how AI coaches advisors on winning client strategies.
Security & Data Masking
Four-layer PII masking for FINRA and SEC compliance.
Insurance
AI for insurance operations and claims processing.
GPTfy vs Other AI Clouds
Compare architecture, pricing, and security across Salesforce AI options.
100% Salesforce Native, AppExchange Security Approved
Unlike other AI solutions that send your financial services data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and compliance for sensitive information.