Thomas Holloway, CFA’s Post

This is so cool to see. Salesforce as a platform is a key insight, and then how it can capture innovative value for users with a powerful app like Responsive AI. In this case, financial advisor users that are probably already using typical CRM features and likely some reporting too.

View organization page for Responsive AI, graphic

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🌟 Exciting News! Our New Salesforce App Unveiled! 🌟 We’re thrilled to announce the launch of our cutting-edge Salesforce native PRIORITIZE App! 🚀 Exclusively designed for Salesforce users, this Next Best Action app maximizes value on advisor book, improves workflow efficiency, and increase client engagement. Join us at Salesforce World Tour NYC on April 25th, 2024. 🗓️ Book a conversation with us, experience live demos and consult with our team.  Book a demo: https://lnkd.in/gEWgqWbE Learn more: https://lnkd.in/grqyZUkM   📍 Event Details: Date: April 25th, 2024 Location: Salesforce World Tour NYC Let’s unlock the power of smart financial advice together. See you there! 👋

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Aishi Jiang

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7mo

This is so exciting!!

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