Louisa AI appoints Publicis and WPP veteran to advise on Advertising vertical

New York, NY, May 28, 2024 Louisa AI, the pioneering AI-powered relationship intelligence platform, proudly announces the appointment of Dawn Winchester as the Go-to-Market Advisor for the advertising vertical. Dawn brings over two decades of experience in digital transformation and strategic leadership, having played transformative roles at Publicis and WPP, as well as advising numerous start-ups across the globe. Dawn Winchester’s career is marked by her innovative approach and strategic vision. At Publicis, she served as the Chief Digital Officer and President of Marcel.AI, where she led digital innovation initiatives that significantly enhanced the company’s market position. Her tenure at WPP saw her driving new operating models, transforming operations, driving growth, and fostering a culture of innovation. Rohan Doctor, Founder and CEO of Louisa AI, commented on Dawn’s appointment: “ I remember first meeting Dawn with Publicis CEO Arthur Sadoun in New York in 2019 who was the creator of Marcel.AI. Dawn struck me as a visionary leader whose expertise in digital transformation and strategic marketing is unparalleled. She has a proven track record of driving growth and fostering innovation. Working with Louisa AI, Dawn will be pivotal in helping marketing and advertising agencies leverage AI to connect people and drive business opportunities. Her deep understanding of digital marketing dynamics and her experience with global markets make her an invaluable asset to our business.” Dawn Winchester added: “Louisa AI has created a groundbreaking solution that systematizes serendipity through AI. The platform’s ability to leverage relationship intelligence to drive revenue growth is truly remarkable. Louisa AI was built to easily get over the “cold start” problem to create value immediately. I am excited to join the Louisa AI team and look forward to helping agencies achieve unprecedented success by unlocking the power of their networks.” About Louisa AI Louisa AI, founded by Rohan Doctor, is an AI-powered relationship intelligence platform that connects human expertise and relationships within organizations to foster serendipitous revenue growth. The platform was born at Goldman Sachs in 2018 and became an independent company in 2023. Louisa AI maps internal and external relationships, enabling companies to tap into their collective intelligence and drive business opportunities. Louisa AI recently raised $5 million in a seed round led by prominent venture capital firms and strategic investors. The company continues to innovate and expand its offerings, targeting industries such as finance, consulting, and now marketing and advertising. Media Contact: Louisa AI     New York Email: muriel@louisa.ai   Website: [www.louisa.ai](https://www.louisa.ai)

Louisa AI Welcomes Suzanne Rabicoff to the Client Advisory Board in New York

Suzanne joins us with decades of enterprise success experience. Her dynamic career and Future of Work focus led her to found The Pie Grower, an AI-focused fractional leadership and advisory practice centered around helping organizations work out what to do with people in the age of augmented human and machine workforces. The Pie Grower honors and actualizes Alex Edmans’ concept of the pie-growing mentality: “By applying a radically different approach to business, companies can create profit for investors and value for society. The pie-growing mentality stresses that the pie is not fixed. By investing in stakeholders, a company doesn’t reduce investors’ slice of the pie, as assumed by some CEOs – it grows the pie, ultimately benefiting investors.”  This stakeholder-centric approach aligns with Louisa AI’s mission: Orchestrating human and AI capabilities to create otherwise impossible growth opportunities. By investing in relationship-enhancing solutions like Louisa AI, organizations create experiences for stakeholders that encourage growth, innovation, and efficiency.  Rohan Doctor, Founder and CEO of Louisa AI, expressed his enthusiasm: “Suzanne and I met at a Two Sigma conference on AI and I immediately knew Louisa AI needed her. She’s worked at AI start-ups for 20 years! Her business-first understanding of AI’s role in transforming companies and her success in deploying next-gen AI solutions across verticals gives her a trusted advisor status with her expanding client base. Suzanne has worked in start-ups for over 10 years and knows how to do what it takes to help clients boost revenue growth for businesses worldwide.” Suzanne shared her perspective on joining Louisa AI, highlighting the platform’s transformative potential: “I’ve been sharing Louisa’s story continuously because I strongly believe that it can help growth teams better contribute to stakeholders by giving them the ideal information at the ideal time. Being relevant and considerate with communication is how one goes from selling to contributing which is essential for competitive, relationship-centric industries like Financial Services, Consulting, and Private Equity.” With Suzanne’s unique lens on AI for enterprise success, her addition is expected to accelerate and expand our value to industry leaders.  About Louisa AI Louisa AI is an AI-powered Sales Enablement platform that transforms the way organizations leverage their internal expertise and relationships. Originally incubated at Goldman Sachs, Louisa spun out in March 2023 to become an independent company. Business is all about being in the right place at the right time with the right intel. Louisa prompts your client-facing teams to make the first call to close the deal. By integrating with your companys internal data and merging it with external industry news, Louisa systematizes serendipitous revenues that no one ever thought were possible.

Sharath Katipally, Newest Louisa Client and Technical Advisory Board Member in Seattle

October 5, 2023, New York, NY:  Louisa Welcomes Sharath Katipally to its Client and Technical Advisory Board Louisa is pleased to announce the addition of Sharath Katipally to its esteemed Client and Technical Advisory Board. With over two decades of experience in the business and technology sector, including leadership roles at organizations such as JP Morgan, Amazon, and various tech startups, Sharath brings a wealth of knowledge and expertise that will undoubtedly enhance Louisa’s mission to drive revenue growth and improve productivity for its clients. “We are glad that Sharath has accepted our invitation to join our Client and Technical Advisory Board. Sharath’s recognition of how Louisa positively impacts revenue growth for client-facing teams aligns perfectly with our vision. As a senior leader in engineering, he is poised to enhance the productivity of his colleagues by building robust enterprise-wide social and technical networks. Furthermore, Sharath understands the potential for Louisa to supercharge firm-wide productivity, benefitting all knowledge workers across the enterprise.””  said Rohan Doctor, Founder and CEO. “A Louisa deployment for client-facing teams not only yields a rapid and substantial return on investment through client acquisition and improved client service but also enhances revenue generation for the entire organization. What may be less apparent, yet equally critical, is Louisa’s ability to connect colleagues dynamically, fostering a ‘One Firm’ approach to solving complex business challenges. Unlocking the full potential of the firm is where Louisa truly shines and provides significant firm-wide value.” said Katipally. “Louisa’s expansion to the West Coast will benefit significantly from Sharath’s presence in Seattle, WA. As a thought leader with both business and technical expertise, Sharath will leverage his extensive network of senior executives and potential investors to support Louisa’s growth initiatives” said Chip Welsh, Global Head of Client Solutions at Louisa. “The impact of Sharath’s involvement with our team opens up the West Coast, significantly enhancing Louisa’s revenue-generating capabilities as we continue to expand our client engagements.” Louisa looks forward to the valuable insights and contributions that Sharath will bring to its Client and Technical Advisory Board, further solidifying its commitment to driving innovation and success for its clients. About Louisa AI Louisa AI is an AI-powered Sales Enablement platform that transforms the way organizations leverage their internal expertise and relationships. Originally incubated at Goldman Sachs, Louisa spun out in March 2023 to become an independent company. Business is all about being in the right place at the right time with the right intel. Louisa prompts your client-facing teams to make the first call to close the deal. By integrating with your companys internal data and merging it with external industry news, Louisa systematizes serendipitous revenues that no one ever thought were possible. Studies indicate that organizations with over 150 clients and colleagues often miss key opportunities by failing to connect the right expertise and introduction at the right time. Louisa self-builds an AI-powered expertise map and relationship graph that bridges this gap. With Louisa AI, organizations can maximize revenues and their human capital, ensuring the best use of their workforces collective knowledge, skills relationships and industry news to ultimately drive growth and innovation. For media inquiries, contact: muriel@louisa.ai www.louisa.ai Locate expertise, Leverage relationships, Unlock revenues.

Louisa AI Acquires Weavit Networks to Help Employees Put Their Personal Network to Work

Louisa AI Acquires Weavit Networks to Help Employees Put Their Personal Network to Work New York, October 4th, 2023 — Louisa, an enterprise expertise network that assists leading knowledge-based companies, such as Goldman Sachs in fostering serendipitous revenues, announced today the acquisition of Weavit, a firm specializing in personal contact network management. The move seeks to merge personal and professional networking, giving employees in sectors like finance, legal, and consulting a groundbreaking edge. First Use Case: Empowering New Joiners The significance of this acquisition is also evident in its potential impact on new employees. Every year, thousands join companies, stepping into unfamiliar territories. We’ve all been there – the new joiner, eager yet lacking the established business relationships within the company’s email and CRM graphs. Now, with Weavit’s capabilities integrated into Louisa’s platform, these new joiners can swiftly leverage their personal networks. In today’s challenging market environment, where new employees often feel the pressure to demonstrate their value quickly, this move is transformative. It helps convert perception into reality, bridging gaps, and facilitating seamless integrations into organizational ecosystems. Breaking Down Silos, One Relationship at a Time Louisa AI has been pioneering solutions that dismantle knowledge barriers within vast, intricate organizations since 2018. Their platform is designed to assist employees in pinpointing the right expertise within their firm, leveraging existing relationships, and boost productivity. The Weavit Networks addition expands this vision, bringing personal networks into the corporate world. “We’re thrilled about this acquisition and see this as the first of many in the expertise and relationship space.” said Rohan Doctor, Founder CEO of Louisa. “Integrating Weavit’s capabilities, we offer new joiners the option to share personal contacts with work colleagues, growing their network and revenue impact in a fully anonymized manner until approved. A win-win-win.” The Promise of Integrated Networking Weavit Networks empowers individuals to manage personal ties effectively. Whether it’s past colleagues, industry contacts, or potential clients, Weavit ensures every relationship in your phone and email is tapped into. This complements Louisa’s goal of elevating client service and decision-making by redefining ‘corporate assets.’ “Networking, made simpler and more confidential, has been my goal,” stated Emmanuel Lefort, Co-Founder of Weavit Networks. “Joining Louisa’s AI takes our mission higher, benefiting not just individuals but entire firms.” Future-Ready Companies The acquisition is timely. In the face of fierce competition and shifting market dynamics, firms must be agile and future-ready. Louisa and Weavit’s combined offerings ensure organizations are adaptive, poised to tackle current challenges and seize future opportunities. What This Means for Clients Clients of both firms can anticipate enriched functionalities. Louisa’s platform will soon integrate Weavit features, letting employees harness both internal and external ties for career growth, providing a comprehensive approach to relationship and knowledge management. About Louisa AI Louisa is a cutting-edge institutional expertise platform that was born at Goldman Sachs in 2018 and spun out to become an independent company in 2023. Louisa helps knowledge-based companies foster serendipitous revenues through AI. Louisa AI offers advanced software solutions for knowledge-based sectors from finance to consulting. By automatically mapping a company’s expertise and relationships and tying that to breaking industry news, Louisa aids employees at firms of any size to make connections and revenues no one thought were possible. For media inquiries, contact: muriel@louisa.ai www.louisa.ai Locate expertise, Leverage relationships, Unlock revenues.

Missed Opportunities Can Have Lasting Consequences in Finance

a man holding a pair of glasses up to his face

Missed opportunities in the finance sector can reverberate through an individual’s career, often with significant and long-lasting consequences. In an industry where the stakes are high and the competition is fierce, every decision, connection, and action can be the difference between success and failure, promotion and stagnation, substantial bonuses or scant rewards. Bankers are acutely aware of this dynamic, and it can often lead them to a reflections of their career trajectory, pondering questions that cut into of their professional strategy. “Why was I overlooked for that promotion?” A banker might ask, contemplating if there was a failure to capitalize on critical client interactions or to showcase leadership potential effectively. They may wonder if others had access to better tools or insights that positioned them more favorably in the eyes of decision-makers. “Why did they survive the layoffs and not I?” In an industry that can be both volatile and cutthroat, staying employed can sometimes seem like a game of musical chairs. Here, the question extends beyond the realm of self-assessment to the often-opaque considerations of corporate strategy and value alignment. “Why did my colleague receive a substantial bonus when I’ve put in just as many hours, if not more?” This question can be particularly galling, suggesting a discrepancy between effort and reward. It hints at a complex performance assessment system where visibility and perceived value can outweigh the quantity of work. “Why does fortune seem to favor some over others?” When bankers see peers succeed seemingly effortlessly, it raises questions about the role of luck versus skill and the presence of an invisible ladder that some seem to climb with ease. Moreover, the tools and systems in place can either be a ladder or a blockade. Traditional Customer Relationship Management (CRM) systems, while ubiquitous, often fail to live up to the dynamic needs of the financial sector. The inadequacies of these systems – from a lack of industry-specific customization and inefficient data handling to compliance gaps and an overall clunky user experience – can inadvertently become barriers to recognizing and acting upon golden opportunities. Imagine a financial institution with an extensive portfolio of clients and a diverse array of financial products. While each division may excel in its domain, the lack of seamless communication and knowledge sharing can create an environment where missed opportunities are the norm, not the exception. In such a scenario, this becomes all too common. Whether it’s failing to seize an investment opportunity, overlooking a client’s specific needs, or missing a strategic advantage, the weight of these regrets can accumulate and impact both individuals and the organization as a whole. As the financial sector continues to evolve, the demand for more sophisticated, intuitive tools becomes not just apparent but urgent.

Grow your Luck to Grow Your Revenues

The ability to harness opportunities often relies on serendipity—those chance encounters or unexpected connections that can lead to significant breakthroughs.

In an interconnected financial landscape, the power of strategic knowledge cannot be overstated, especially when the potential for groundbreaking opportunities arises.

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