Capital-Markets Opportunity Research and Outreach System
Capital markets, M&A and business development
An organizational knowledge layer feeds a research agent, contact-discovery engine and outreach agent from target identification through meeting handoff.
The challenge
Finding relevant companies, collecting public information, locating decision makers, writing outreach and following up formed a manual research-and-sales chain with sensitive context across several group companies.
The solution
We built an organizational knowledge layer with separation between group companies, an agent that identifies and enriches companies from public events, a contact discovery and verification engine, and a sales agent that writes tailored outreach, manages correspondence and hands qualified opportunities to the team for a meeting.
Our Approach
Technologies Used
The service behind this project
Business automationThe result
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