AI account-intelligence engine
Researching a single account used to take a seller days. Now one click in the CRM starts the workflow, and minutes later the seller has a ten-section intelligence report and a slide deck they didn’t have to build. Behind it: CRM and workflow automation, SEC filing APIs, org-chart data sources, Azure OpenAI, and document storage, orchestrated end to end.
- Company overview
- Org chart
- Strategic priorities
- Earnings-call analysis
- Technographics
- Engagement history
- Discovery questions
- Value propositions
- Auto-generated slides