Use Cases

Keagan Perlette
0
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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Keagan Perlette
0
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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Keagan Perlette
0
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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Keagan Perlette
0
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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Keagan Perlette
0
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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Keagan Perlette
0
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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