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www.financialdna.com Financial DNA App for Salesforce 3 ways to connect Calendar Integration Desktop Salesforce 1 Financial DNA App for Salesforce. The only Behavioral Finance application for Salesforce

Financial DNA App for Salesforce

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Page 1: Financial DNA App for Salesforce

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.

Page 2: Financial DNA App for Salesforce

www.financialdna.com

Behavioral HighlightsContact + Lead records

Page 3: Financial DNA App for Salesforce

www.financialdna.com

Seamless report viewingSalesforce Canvas

Page 4: Financial DNA App for Salesforce

www.financialdna.com

Behaviorally Intelligent Meeting InvitesCalendar Integration

Page 5: Financial DNA App for Salesforce

www.financialdna.com

Salesforce 1 Compatible

Page 6: Financial DNA App for Salesforce

www.financialdna.com

Firm wide Behavioral Intelligence

• Advisor productivity• Relationships• Compliance


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