AI Sales Intelligence for a Financial Services Firm

A mid-sized financial services firm with a 12-person sales team covering corporate insurance and wealth management products.

The Challenge

The sales team was spending roughly 65% of their time on account research, manual CRM updates and writing outreach from scratch. Leadership recognised the bottleneck was not headcount — it was how time was being spent.

The Vantivio Approach

We began with an AI Opportunity Scan to map the team's workflows and identify where time was being lost. Account research and outreach preparation emerged as the highest effort-to-value ratio tasks.

We built an AI research tool integrated with the firm's CRM that generated a structured account brief — company profile, recent news, key contacts and recommended talking points — in under five minutes per account.

We also built a personalised outreach generator using account brief data to produce tailored first-touch emails and follow-up sequences, cutting outreach preparation time by over 70%. All data handling was limited to publicly available sources and CRM data with no client data passed to external AI systems.

Outcomes

Reduction in research time per account — 65%
Increase in weekly outreach volume — 3×
Improvement in email open rates — 28%