The AIngle

BACKGROUND

Please describe your company and position.

 I am the CEO of a financial services company 

Describe what your company does in a single sentence.

Retirement & Financial Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The AIngle to accomplish?

• Implement a new crm
• Incorporate AI into business operations
• Reducing manual tasks and automating as many processes as possible

SOLUTION

How did you find The AIngle?

Referral

Why did you select The AIngle over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from The AIngle were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Needed to replace our CRM with a more modern intuitive platform. Goals were to track leads, deals, and customers.Wanted automated logging of activities and generative Ai for email writing.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Number of activities logged automatically rather than manual - up from 100% manual to 17% Increase cross-sell opportunities - up 64%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were extremely professional and organized. Deadlines were tracked together on a project plan guide, deadlines were delivered early and on time. Truly listened to our feedback and requests.

What was your primary form of communication with The AIngle?

Virtual Meeting

What did you find most impressive or unique about this company?

Their knowledge of AI and use cases for how we could implement without having to hire our own AI developers

Are there any areas for improvement or something The AIngle could have done differently?

No, there was nothing they needed to improve on.