Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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