Finity360 AI
categories
Sales
In today's fast-paced business environment, the pursuit of efficiency has never been more crucial. Arcus Partners™ proudly introduces Finity360 AI™, a groundbreaking solution that reshapes the middle office landscape by simplifying complex business processes through the integration of Artificial Intelligence (AI).
Seamless Integration: Finity360 AI™ seamlessly integrates with the Finity360™ suite (native Salesforce) of middle office applications that include your documents, data, and workflows, effortlessly transforming the middle office into a more intelligent and efficient space.
Client Communication Analysis: Use Finity360 AI™ to analyze emails, notes, and messages related to client communication. Extract key information such as client preferences, financial goals, or specific investment requests.
Document Classification: Integrate Finity360 AI™ to classify and categorize documents within Salesforce based on their content. Automatically tag documents with relevant labels, such as "Financial Reports," "Investment Plans," or "Client Correspondence.”
Intelligent Search: Enhance Salesforce's navigation capabilities using Finity360 AI™ language model to provide Advisors intelligent and context-aware search results including launching workflows for home office requests and account opening.
Automated Report Summaries: Leverage Finity360 AI™ to generate summaries of lengthy financial reports or documents. Attach these summaries to the original documents, providing a quick overview for wealth managers and clients.
Contextual Insights: Use Finity360 AI™ to analyze the context of client interactions and transactions. Generate insights on potential investment opportunities, risks, or changes in client sentiment.
Compliance Monitoring: Employ Finity360 AI™ to assist in monitoring client communications for compliance purposes. Identify and flag any language that may require further review or documentation.
Regulatory and Audit Requests: Use Finity360 AI™ to find documents or information based on natural language queries for #regulatory requests or audits.
Customizable Prompts: Finity360 AI™ comes with industry standard prompts built in with the flexibility for custom prompts, Finity360 AI™ optimizes efficiency to meet specific organizational needs.
Customizable Training Data: Highlight the module's flexibility in being trained on custom datasets, allowing users to tailor it to specific domains or industries.
Client Communication Analysis: Use Finity360 AI™ to analyze emails, notes, and messages related to client communication. Extract key information such as client preferences, financial goals, or specific investment requests.
Document Classification: Integrate Finity360 AI™ to classify and categorize documents within Salesforce based on their content. Automatically tag documents with relevant labels, such as "Financial Reports," "Investment Plans," or "Client Correspondence.”
Intelligent Search: Enhance Salesforce's navigation capabilities using Finity360 AI™ language model to provide Advisors intelligent and context-aware search results including launching workflows for home office requests and account opening.
Automated Report Summaries: Leverage Finity360 AI™ to generate summaries of lengthy financial reports or documents. Attach these summaries to the original documents, providing a quick overview for wealth managers and clients.
Contextual Insights: Use Finity360 AI™ to analyze the context of client interactions and transactions. Generate insights on potential investment opportunities, risks, or changes in client sentiment.
Compliance Monitoring: Employ Finity360 AI™ to assist in monitoring client communications for compliance purposes. Identify and flag any language that may require further review or documentation.
Regulatory and Audit Requests: Use Finity360 AI™ to find documents or information based on natural language queries for #regulatory requests or audits.
Customizable Prompts: Finity360 AI™ comes with industry standard prompts built in with the flexibility for custom prompts, Finity360 AI™ optimizes efficiency to meet specific organizational needs.
Customizable Training Data: Highlight the module's flexibility in being trained on custom datasets, allowing users to tailor it to specific domains or industries.
Highlights
- Boost Productivity: Automate time-consuming middle office tasks, allowing teams to focus on high-value activities driving business growth.
- Reduce Training: Minimize training efforts by using natural language, simplifying business processes for Advisors, Operations, and Compliance.
- Stay Compliant: Ensure compliance with industry regulations and data protection standards, offering peace of mind in an ever-evolving regulatory landscape.
Data Sheets
Terms & Conditions
Requires Salesforce portal license