Our AI system analyzes customer data to provide personalized financial product recommendations, aiming to boost sales success rates for frontline salespeople and offer tailored purchasing solutions.
Primarily Focused on Financial Products
Our AI system analyzes customer data to provide personalized financial product recommendations, aiming to boost sales success rates for frontline salespeople and offer tailored purchasing solutions.
Simple and user-friendly interface, one-step easy completion!
Clear team communication and customer management at a glance
Data Integration
Clear documentation of all customer data and characteristics
Sales Tools
i.e. SME loan calculator/ sales strategy planning
Team management
Sharing latest information; online courses and notes to assist new hires
Sales quality data
for effective case follow-up and assistance
Supporting sales personnel
Unified sales tools for clear investment advice communication by sales personnel.
Data integration for customer information
Clear client documentation. Sales personnel utilize tools like premium financing calculators to showcase product returns efficiently. Access to up-to-date company information ensures accurate client data.
Assisting team progress or follow-up
The system tracks customer and sales personnel activities, aiding supervisors in managing sales activities.
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Contact Us
We welcome you to contact us for more information about our services.
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