Finance
Elevate deal-sourcing with automation and relationship intelligence
Source deals, navigate your companies’ expertise, automate meeting prep
Get Warm Intros To Prospects
Louisa AI maps your extended network, identifying potential connections and facilitating warm introductions to key decision-makers. Our platform seamlessly integrates with your email/CRM interactions data, delivering relevant connections to each member of your revenue teams. Louisa AI also gives insights on relationship strength and real-time alerts to secure the best timing for outreach to influential stakeholders.
Map Client Organizations
For multi-stakeholder deals, Louisa AI maps your prospect’s organization to help you identify and leverage key contacts effectively. It also automatically tracks everyone in your company who is communicating with the client company, ensuring you engage the right decision-makers to win the deal.
Leverage Expertise
Louisa AI’s expertise mapping feature allows you to identify and connect with internal and external experts in real-time. Whether you need industry-specific knowledge or specialized financial insights, Louisa AI ensures you access the right expertise to drive your business forward.
Automate Relationship Management
Preparing for numerous meetings, each involving several attendees, can be time-consuming. Louisa AI automates preparation for client meetings by offering weekly and daily snapshots of everyone you’ll meet. This can make all the difference in a world of perpetual zoom calls where clients appreciate finding overlaps in work or people you know to build trust.
Get Intel with News Monitoring
No human can read all the news on all their clients and business topics. Louisa AI can. We continuously monitor news to deliver real-time insights on your clients, prospects and relevant trends. Use these updates to inform strategy, anticipate needs, and drive outreach.
