Financial DNA App for Salesforce
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The document describes the Financial DNA app for Salesforce, which is a behavioral finance application that integrates with Salesforce CRM. It allows users to view behavioral highlights on contact and lead records, seamlessly view reports through Salesforce Canvas, and send behaviorally intelligent meeting invites through calendar integration. The app is compatible with Salesforce 1 and provides firm-wide behavioral intelligence to improve advisor productivity, relationships, and compliance.
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Financial DNA App for Salesforce
- 1. www.financialdna.com Financial DNA App for Salesforce 3 ways to connect Calendar IntegrationDesktop Salesforce 1 Financial DNA App for Salesforce. The only Behavioral Finance application for Salesforce CRM.
- 2. www.financialdna.com Behavioral Highlights Contact + Lead records
- 4. www.financialdna.com Behaviorally Intelligent Meeting Invites Calendar Integration
- 6. www.financialdna.com Firm wide Behavioral Intelligence • Advisor productivity • Relationships • Compliance
Notes de l'éditeur
- Generating reports in the app is easy and seamless. One click on the Contact or Lead page will generate the PDF Reports within Salesforce.
- The Financial DNA App for Salesforce populates your calendar with the behavioral highlights of a client to help you prepare for meetings. The calendar utilizes the native Salesforce calendar integration to work.