Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
A global financial services leader managing $1.5 trillion in assets relies on wholesalers to sell investment products through financial professionals rather than directly to consumers.
Wholesalers build trust-based relationships through personal connections, but manual note entry after meetings created administrative bottlenecks....
“The customer is at the heart of everything we do. We must continue to innovate to meet customers’ broad and evolving needs.”
Life insurance, investment management, and retirement products and services.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
Related implementations across industries and use cases
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Reps navigated 16 systems per call. Now, AI voice agents autonomously resolve 20% of inquiries and trigger backend workflows.
Verifying 40,000 noisy recordings took 60 minutes each. AI isolates voices and confirms compliance in <1 minute.
Manual notes on 1,000 daily calls bottlenecked intake. AI now transcribes details instantly, accelerating signing by 20%.
Reps manually retyped notes and researched leads. AI now drafts follow-ups and profiles dealer inventory instantly.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
A 12-person team spent days manually compiling reports. Now, automated daily dashboards let field agents resolve claim inquiries instantly.
Manual rate updates couldn't keep pace with sudden demand spikes from flight delays. Now, an automated system adjusts rates 3x daily.
Scattered data slowed prep for 15-minute visits. AI now fuses insights into instant briefs, saving reps one full day of admin weekly.
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
A global financial services leader managing $1.5 trillion in assets relies on wholesalers to sell investment products through financial professionals rather than directly to consumers.
Wholesalers build trust-based relationships through personal connections, but manual note entry after meetings created administrative bottlenecks....
“The customer is at the heart of everything we do. We must continue to innovate to meet customers’ broad and evolving needs.”
Life insurance, investment management, and retirement products and services.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
Related implementations across industries and use cases
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Reps navigated 16 systems per call. Now, AI voice agents autonomously resolve 20% of inquiries and trigger backend workflows.
Verifying 40,000 noisy recordings took 60 minutes each. AI isolates voices and confirms compliance in <1 minute.
Manual notes on 1,000 daily calls bottlenecked intake. AI now transcribes details instantly, accelerating signing by 20%.
Reps manually retyped notes and researched leads. AI now drafts follow-ups and profiles dealer inventory instantly.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
A 12-person team spent days manually compiling reports. Now, automated daily dashboards let field agents resolve claim inquiries instantly.
Manual rate updates couldn't keep pace with sudden demand spikes from flight delays. Now, an automated system adjusts rates 3x daily.
Scattered data slowed prep for 15-minute visits. AI now fuses insights into instant briefs, saving reps one full day of admin weekly.