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Description

Leverage your competitive edge and approach sales with assurance. Gain sharp account insights, discussion points, and potential leads derived from an extensive library of B2B resources. With B2Brain, you can save a significant amount of time each month, allowing you to focus on what truly matters. The timely intelligence provided ensures your outreach is perfectly timed to resonate with prospective clients. Tailor your communication with Talking Points that align your prospect's context with your unique value proposition. By engaging in well-informed and considerate outreach, you can foster better connections with prospects and increase your account openings. The seamless integration with all your existing platforms eliminates the need for navigating through multiple tabs. Experience the power of B2Brain directly within your workflow, along with continuous updates on your target accounts and actionable insights into their circumstances. Additionally, you will receive recommendations for leads and decision-makers, alongside contextual talking points designed to enhance your effectiveness in selling. The B2Brain AI Engine utilizes the world’s most extensive collection of B2B sources, enhancing your sales strategy and ensuring you have the best information at your fingertips.

Description

AI can sometimes be sluggish, perplexing, and expensive. Brain revolutionizes the way wealth managers access hyper-personalized insights, making it both straightforward and rapid. Enhance your client service and foster smarter growth with Brain’s capabilities. Transform your data into intuitive insights with just a few clicks to inform your next strategic move. With Brain’s transparent AI, advisors gain clarity on the rationale behind each suggestion. You can utilize Brain’s CX application or seamlessly integrate it with your existing CX platform and cloud service. Boost your revenue potential by identifying which clients are most receptive to cross-sell and upsell initiatives. Elevate your campaign effectiveness by pinpointing clients who are likely to express interest in specific products and understanding their motivations. Act swiftly to retain clients by recognizing those who may be at risk of leaving and uncovering the underlying reasons. Brain’s transparent AI not only delivers hyper-personalized insights but also ensures they are easy to understand, empowering advisors to take action confidently. By streamlining and automating insight generation and maintenance, Brain saves you both time and costs, allowing you to focus on what truly matters: your clients and their needs. With these advancements, you can create a more dynamic and responsive advisory service.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Sales Hub Yes 
Outreach Yes 
Salesforce Yes 
Salesloft Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Sales Hub No 
Outreach No 
Salesforce No 
Salesloft No 

Pricing Details

$99 per user per month
$79 per user per month if billed annually
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Credibase

Founded

2013

Country

United States

Website

www.b2brain.com

Vendor Details

Company Name

DreamQuark

Founded

2014

Country

France

Website

www.dreamquark.com

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Intelligence

CRM Integration No 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics No 
Sales Forecasting No 

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales No 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

Deep Learning

Convolutional Neural Networks No 
Document Classification No 
Image Segmentation No 
ML Algorithm Library No 
Model Training No 
Neural Network Modeling No 
Self-Learning No 
Visualization No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Machine Learning

Deep Learning No 
ML Algorithm Library No 
Model Training No 
Natural Language Processing (NLP) No 
Predictive Modeling No 
Statistical / Mathematical Tools No 
Templates No 
Visualization No 

Alternatives

Alternatives