Video | AI Powered Sales Intelligence See how ReachStack for Salesforce automatically delivers actionable, AI powered Sales Intelligence, in real-time based on content interactions right into each Advisors Salesforce Dashboard.

Transcript of Video:

Boost your firm’s growth by bringing AI-powered Sales Intelligence directly into your advisors' Salesforce dashboards. Our AI shows advisors exactly who to call and suggests tailored talking points. It analyzes advisor communications, including articles, links, and corporate info shared with clients. By tracking each contact’s engagement, our AI builds detailed interest profiles, highlighting relevant topics, products, and service opportunities. Real-time updates deliver actionable insights and hot leads right into each advisor’s dashboard—streamlining outreach and driving results.