AI-powered sales and marketing automation platform for financial advisors to increase the conversion rate of leads to business.
Headquarter

Houston, Texas, United States

Tech

AI

Founder

Ondrej Gazda

Price Range

Undisclosed

Industry
  • Banking & Financial Services
  • Insurance & Superannuation
  • Marketing & Communications
  • Sales
Use cases
  • Operational Efficiency
  • Robo-advisors for Superannuation Management
  • Marketing Automation
  • Sales Automation Tools
  • AI-Powered Lead Generation and Qualification
  • The Rise of Sales Enablement Technologies
Overview

AI-powered sales and marketing automation platform for financial advisors to increase the conversion rate of leads to business, and improve customer satisfaction while reducing operational costs.

Benefits
  • Client Satisfaction Improvement
Key Features
  • Lead Conversion
Trial
  • Yes
Social Links
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