Agentforce 360 for Financial Services
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale.
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Keenai
Keenai is where expertise meets innovation, transforming wealth with intelligence. Keenai is redefining the future of wealth management, where human expertise and AI-driven intelligence unite as Augmented Intelligence.
This powerful combination delivers smarter insights and uncovers opportunities that others may miss. We empower global investors and advisors to make better, more confident decisions through this unique blend of human intuition and technology.
Our leadership team, each with over 20 years of experience, brings unparalleled expertise to every decision. Together, we foster a culture of constant learning and growth, drawing on decades of collective wisdom to drive innovation and success.
Keenai Wealth, our wealth management app, offers bespoke investment opportunities, backed by deep insights and tailored to the unique needs of global investors. Build your competitive edge with Keenai Pulse.
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PriceMetrix
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.
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Envestnet Wealth Management Platform
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology.
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