AI Infrastructure Solutions for the Financial Industry
Increases your revenue without an employee ever taking a day off, lunch break or nap!
How Would AI Infrastructure Help Increase Revenue?
You Have Revenue Hiding in your CRM and Spreadsheets
Get New Opportunities Created From Leads that NEVER Converted
Generate New Files out of OLD Leads and Prospects
Nurture Prospects into Sales
Qualifiy Prospects
Book Qualified Prospects into Your Calendar for Sales
Pre-sell Your Financial Services
Full Written Transcript of Every Communication
Mortgage & Financial Services
No-risk Revenue Growth
Generate revenue without risk
Set-up fee recouped from first 5 borrowers
After that, $300 per re-engaged borrower AFTER CLOSING
$1,500 set-up fee
10 minutues with you or your office manager for set-up
You provide the list of previous or potential borrowers
New appointments get booked into your calendar
You receive an invoice twice monthly
AI Is A Tool To Make You Money!
ChatGPT
AI Prompt
Automonous Automation
AI Bot
AI System
AI Infrastructure
No-risk Revenue Growth
Generate revenue without risk
Set-up fee recouped from first 25 patient visits
After that, $100 per re-engaged patients
$2,500 set-up fee
10 minutues with you or your office manager
You provide the list of previous patients
New appointments get booked into your calendar
You receive an invoice twice monthly
No-risk Revenue Growth
Generate revenue without risk
Set-up fee recouped from first 25 patient visits
After that, $100 per re-engaged patients
$2,500 set-up fee
10 minutues with you or your office manager
You provide the list of previous patients
New appointments get booked into your calendar
You receive an invoice twice monthly
What Will AI Infrastructure Do For You?
Increase Sales and Service Contacts
A Fraction of the Cost of an Employee
Available 24/7/365
Trained in time-tested Sales Methods
Trained on your Financial product set
Updates calender and CRM with booked appointments
You are notified immediately of appts
Can handle hundreds of calls....simultaneously
Improve client engagement
Sends out follow up links or docs
Places caller in a follow up or nurture sequence
Effortless customer assistance
Full transcript access for management
No eyerolls, quitting, drama or sick days EVER
Far More Cost Effective
AI Infrastructure is available 24/7 at a fraction of what you would pay for someone for 8 hours that calls off, takes breaks and lunches. Keep your money.
Always Available
24/7/365. Period. All Day. All Night. All Weekend. Everyday. No eyerolls, quitting, sick days, raises or drama. Ever.
Trained in Most Effective Sales Methods and Techniques
SPIN Selling, Consultative Selling, Sandler Institute, Dale Carnegie, ASLAN, Sales Insights Lab Accelerator, etc.
Improved Client Engagement for Revenue Growth
Improve revenue and customer satisfaction by having your AI Infrastructure provide a tailored experience.
Personalized for YOUR Business
Your AI Infrastructure is trained on YOUR financial products, capable of answering relevant questions and booking your appointments into your calendar
Get Notified of Booked Appts, CRM updated by AI
Get immediately alerted by text or email of appointments set by your AI System
Minneapolis, MN, 55448
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