Salesforce this week announced Financial Services Cloud Einstein, an artificial intelligence-based CRM tool for financial advisors. It gives users a holistic view of each client’s household and wealth ecosystem and lets them leverage Salesforce’s AI technology to seek out new business opportunities. Einstein Opportunity lets users uncover opportunities based on clients’ sentiments, competitor mentions, and overall engagement. For example, it automatically alerts the advisor if a client mentions a competitor in an email.
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Salesforce Offers AI-Powered CRM for Financial Advisors
Posted by: Richard Adhikari March 31, 2017 02:10 PMSalesforce this week announced Financial Services Cloud Einstein, an artificial intelligence-based CRM tool for financial advisors. It gives users a holistic view of each client’s household and wealth ecosystem and lets them leverage Salesforce’s AI technology to seek out new business opportunities. Einstein Opportunity lets users uncover opportunities based on clients’ sentiments, competitor mentions, and overall engagement. For example, it automatically alerts the advisor if a client mentions a competitor in an email.