Time is money, Why Waste any.
lower document handling time with AI automation.
of clients prefer personalized recommendations and offers.
Client Services, Empathetic Calls & Analysis
Automated Sentiment Analysis
Instantly analyze client calls and interactions to identify sentiment and prioritize follow-ups based on emotional signals.
Case Summary Generation
Automatically generate detailed summaries from client calls and notes, saving representatives up to 4 hours per week on documentation.
Financial Advisors, Client Insights & Management
Comprehensive View of Client Holdings
Get AI-generated 360° views of client portfolios and recommendations based on life events, market changes, and investment history.
Stay Informed of Life Events and Changes
Receive alerts about important client life events extracted from communications, enabling timely and personalized outreach.
Practice Leaders, Team Efficiency & Growth
Forge Bonds with Personalized Emails
Empower your team with AI-generated personalized email drafts that maintain your authentic voice while saving hours of writing time.
Uncover Client Intents Instantly
Use AI to analyze communications and identify cross-sell and upsell opportunities based on client needs and financial goals.
Why Leading Financial Institutions Choose GPTfy
Automation Saves Time
McKinsey research shows automation can reduce time spent on repetitive tasks by up to 30% for financial professionals.
AUM Growth 8-15%
Deloitte reports firms using advanced analytics and personalized engagement strategies can achieve AUM growth between 8-15%.
90-95% Client Retention
Industry benchmarks indicate high-performing wealth management firms can achieve client retention rates of 90-95% with personalized services.
Key Features For Financial Services
Portfolio Insights
Generate investment recommendations and portfolio analyses based on market conditions and client goals.
Client Segmentation
Automatically segment clients based on service needs, investment patterns, and relationship value.
Compliance Monitoring
Ensure all client communications meet regulatory requirements with AI compliance checking.
Revenue Forecasting
Predict revenue streams and identify growth opportunities across your client portfolio.
Ready to Transform Your Financial Services Practice?
See how you can deliver deeper client insights, more personalized service, and better financial outcomes—all from inside Salesforce with GPTfy AI.
Book 30 mins. Maximize your client wealth.100% Salesforce Native, AppExchange Security Approved
Unlike other AI solutions that send your financial data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and compliance for sensitive financial information.