Insights

Explore our blog for expert insights and updates on boosting sales for finance & consulting firms via AI-powered deal prompts.

Deal Signals Are Not Enough. It’s What You Do Next That Wins.

The modern finance professional, whether in investment banking, venture capital, or private equity, is no longer flying blind. AI and automation have changed the game.Gone are the days when semi-private, ...

AI-Driven Deal Sourcing and M&A Trends in 2025

Redefining How Deals Are Discovered Investment banks increasingly rely on artificial intelligence to spot potential transactions before they appear on competitors’ radars. By crunching vast data sets (from financial statements ...

Leveraging the Holiday Season to Strengthen Business Relationships and Plan Ahead

Turning Season’s Greetings into Opportunities As the end of the year approaches, it brings a unique opportunity to strengthen professional relationships and set the foundation for future success. The festive ...

How to Keep Your Network Warm: Leveraging Technology for Meaningful Engagements

In today’s dynamic business landscape, nurturing your existing network is more crucial than ever. While some industries emphasize forging new relationships, others thrive by collaborating with familiar faces. Regardless of ...

The Decline of Cold Outreach in B2B Enterprise Selling: Embracing New Strategies

Over the past decade, the landscape of B2B enterprise selling has transformed dramatically. Remember when cold calls and unsolicited emails were the bread and butter of sales teams? Those days ...

The truth behind deal sourcing

Over 70% of deals in finance are made through personal connections. This fact highlights how relationships are the driving force of making deals in the business. Nonetheless, building these crucial ...

Artificial Intelligence connecting Human Intelligence

Financial institutions thrive on data – understanding market trends, consumer behavior, and the intricacies of regulatory compliance. But as these data streams burgeon, how does one effectively harness this deluge ...

Using AI to Connect People (Not Replace Them)

2 min 23 sec read Artificial intelligence (AI) often gets a reputation for replacing human tasks, leading to concerns about job displacement. However, AI's true potential lies not in replacement ...

Asking Around in an Empty Office Doesn’t Work 

2 min 8 sec read The Inefficiencies of “Asking Around: Why Modern Workplaces Need Structured Expertise Discovery Time is incredibly valuable yet, in many organizations, a significant chunk of this ...

Why Do CRM’s Never Work at Banks?

Why CRMs never work and How to fix ...

Missed Opportunities Can Have Lasting Consequences in Finance

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 ...

Systematize Serendipity

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 ...

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