Your bots will be interviewing responders, ranking them and scheduling meetings before you start your commute.
Quickly long-list the best potential vendors, saving time and expanding your potential vendor pool.
Learn MoreQuickly identify start-ups that fit your unique investment goals while reducing your workload.
Learn MoreGather information and screen clients based on their unique financial footprint and goals.
Learn MoreCreate an account and then build the bot with your critical, scored and information gathering questions.
Share access to your bot via a simple link that is easy to access.
The bot will meet with them, ask questions and gather key data points.
The bot will then send you all of their answers, score the engagement and send you a transcript of the conversation.
The bot will then give a meeting recommendation and ask you to confirm that you want to go forward with the meeting.
OUR COMMITMENT TO YOU
The bot will only disclose your organization name and not your personal information, so rest assured your data is secure.
Since the bot handles all the outreach during the screening process, you won’t be inundated with sales calls and marketing emails.