| Date post: | 19-Aug-2015 |
| Category: |
Services |
| Upload: | ryandnabehavior |
| View: | 281 times |
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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
