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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your automation processes and improve advisor efficiency with our all-in-one digital wealth management platform. Create a more cohesive and connected experience in digital wealth management. Identify your primary challenge, and we will lead you to the most suitable solution. Our goal is to provide a seamless and integrated digital wealth management experience for your advisors. We offer comprehensive software that effectively manages the digital wealth landscape. Address the wealth requirements of advisors and clients across various sectors, including investments, banking, and insurance, on a robust platform that aligns with your existing technology ecosystem. Inconsistent and disconnected data can hinder decision-making and outcomes. We employ a unique methodology to streamline and unify your data effectively. Our user-friendly applications accelerate market readiness and facilitate smarter, quicker decision-making. By merging our extensive wealth management knowledge with enterprise software expertise, we deliver tailored, innovative solutions designed to meet your business needs. Our commitment is to ensure that you remain at the forefront of wealth management technology.

Description

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Pillar Security No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Refold No 
SAP Concur No 
Sage Intacct No 
Salesforce No 
Salesforce Partner Cloud No 
Slack No 
Workato No 
Xero No 

Integrations

Pillar Security Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Refold Yes 
SAP Concur Yes 
Sage Intacct Yes 
Salesforce Yes 
Salesforce Partner Cloud Yes 
Slack Yes 
Workato Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Advisor360°

Country

United States

Website

www.advisor360.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/financial-services/

Product Features

Product Features

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

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