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What is Dimply?

Dimply has developed a platform that allows financial institutions to create distinctive and engaging fintech solutions, leveraging the vast data from their partners' ecosystems to deliver intelligent, customized experiences that adapt to changing customer requirements. Our aim is to transform how individuals view and feel about their finances, ultimately cultivating a more successful financial future for them and society at large. This cutting-edge customer experience platform is specifically designed for the financial industry. It empowers you to harness any data source to deliver highly personalized digital interactions, regardless of complexity, on a broad scale. With ease, you can design and implement customer experiences that captivate, educate, and streamline transactions with your clients seamlessly. By incorporating your data in real time, you can orchestrate the most suitable experience for your customers, ensuring that every interaction is consistently aligned with your brand and integrated directly into your applications. This strategy not only enhances customer relationships but also plays a crucial role in fostering a more dynamic and responsive financial landscape. Furthermore, this adaptability allows financial institutions to stay ahead of trends and better meet the evolving needs of their clients.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

Pillar Security
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero

Integrations Supported

Pillar Security
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dimply

Date Founded

2020

Company Location

Ireland

Company Website

www.dimply.ai/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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