AssetJunction - Unlocking Salesforce CRM's power for Asset Managers

preview_player
Показать описание
AssetJunction is an app designed for Salesforce CRM that loads, transforms, processes, and aggregates financial transaction data in Salesforce. It enables Asset Managers to develop an Advisor-360 snapshot leveraging data integration and helps leverage Salesforce technologies to personalize nurturing campaigns and generate marketing insights and predictions through AI-driven analytics.