financial dna app for salesforce
TRANSCRIPT
www.financialdna.com
Financial DNA App for Salesforce3 ways to connect
Calendar IntegrationDesktop Salesforce 1
Financial DNA App for Salesforce.The only Behavioral Finance application for Salesforce CRM.
www.financialdna.com
Behavioral HighlightsContact + Lead records
www.financialdna.com
Seamless report viewingSalesforce Canvas
www.financialdna.com
Behaviorally Intelligent Meeting InvitesCalendar Integration
www.financialdna.com
Salesforce 1 Compatible
www.financialdna.com
Firm wide Behavioral Intelligence
• Advisor productivity• Relationships• Compliance