Accelerate client acquisition
Use AI to discover client needs and route enquiries to the right team members — fast
The effectiveness and speed of the initial client enquiry process is critical. Every moment your potential clients are waiting to talk to the right advisor, is a moment they might spend talking to a competitor. By streamlining this process using advanced AI to discover client needs, PlatformOne rapidly routes enquiries to the right team member, together with the data they need to be effective — before those potential clients can google your competitors.