Category

Use Cases

Client relationship manager advising two clients on cost management strategy leveraging conversational AI in financial services software
Use Cases
July 23, 2020

Empower Impactful Data-Driven Cost Management Strategies

~3 minute read Managing costs is a critical part of maintaining the profitability of a…
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Three bankers leverage dashboard data to assess risk using conversational AI in financial services software
Use Cases
July 23, 2020

Deliver the Data that Helps Advisors Assess Risk, on Demand

~3 minute read Managing risk requires knowledge of a client’s numbers, behaviour, and goals. Financial…
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Client relationship manager advising banking client on cash flow with conversational AI in financial services software
Use Cases
July 21, 2020

Provide Cash Flow Data for Client Relationship Managers, Instantly

~4 minute read One of the most impactful ways that financial advisors and client relationship…
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Empowering Sales Teams to See Beyond the KPIs for Strategic Decision-Making
Use Cases
July 10, 2020

Empowering Data Exploration Beyond Sales Team KPIs

~4 minute read Sales team KPIs are a valuable resource for building and improving strategy…
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Streamlining Data Access to Optimize Sales Performance
Use Cases
July 10, 2020

Streamlining Data Access to Optimize Sales Performance

~5 minute read In a fast-paced environment, it’s crucial that teams leverage data as a…
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Driving Success with Sales Data on Demand
Use Cases
July 9, 2020

Driving Success with Sales Data on Demand

~4 minute read Great front-line sales teams are constantly booking meetings, connecting with customers, and…
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Streamlining Analytics for Agile SaaS Product Teams
Use Cases
July 8, 2020

Streamlining Analytics for Agile SaaS Product Teams

~4 minute read When SaaS marketing teams are looking to increase engagement and boost expansion…
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Powering Impactful Marketing Strategies with Insights on Demand
Use Cases
June 25, 2020

Powering Impactful Marketing Strategies with Insights on Demand

~3 minute read In today's leading businesses, strong marketing strategies are developed through continuous collaboration…
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Enhancing Digital Marketing Analytics with Intuitive Data Access
Use Cases
June 25, 2020

Enhancing Digital Marketing Analytics with Intuitive Data Access

~4 minute read Email marketing automations allow brands to meet customers exactly where they’re at,…
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