AI sales prep for financial advisors - AI tools

Manja AI empowers sales teams with AI-driven tools for coaching, playbook creation, weakness diagnosis, analytics, and battle card generation, significantly improving sales performance.

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Nomi is an AI sales assistant that provides real-time outcome prediction, response suggestions, and deal risk alerts to help sales teams close deals faster and more effectively.

• Paid
• From 89$

Playbook AI is an advanced sales engagement platform that leverages artificial intelligence to automate, orchestrate, and optimize sales activities, boosting productivity and increasing win rates for businesses.

• Free Trial
• From 60$

Oliv.ai is an AI-powered sales management platform that automates deal tracking, forecasting, and coaching for sales teams. It uses AI agents to analyze sales interactions and streamline workflows between managers and representatives.

• Freemium
• From 299$

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

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Quantified AI is an advanced sales training platform that uses AI-powered simulation to provide realistic, scalable practice environments for sales teams. The platform offers AI-generated avatars for role-play scenarios, helping sales representatives improve their skills through deliberate practice and automated coaching.

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Kizunna is an AI sales co-pilot designed for revenue teams, automating note-taking during sales calls, providing recaps, coaching insights, and streamlining CRM updates.

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Demodesk is an AI-powered sales meeting platform that summarizes calls, automates CRM management, and delivers personalized sales coaching.

• Freemium
• From 29$

Scratchpad offers AI-powered sales tools to automate CRM updates, enhance selling capacity, and provide better sales forecasting. It helps sales teams improve data hygiene and streamline workflows.

• Freemium
• From 19$

Dealize.AI is an AI-powered sales assistant platform that helps account executives optimize their sales process through scenario planning, revenue forecasting, and intelligent deal management.

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Salesken is an AI-powered revenue intelligence platform that analyzes sales conversations, provides real-time coaching, and generates accurate forecasting to improve sales team performance and boost conversions.

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NoForm AI is a 24/7 human-like chatbot that automates pre-sales support, captures qualified leads, and frees up your team's time.

• Free Trial
• From 99$

An AI-powered sales automation platform that helps sales teams scale their account management through automated call notes, CRM updates, and personalized follow-ups.

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WINN.AI streamlines sales processes with AI-powered summarization and follow-up features, improving CRM integration and efficiency.

• Free Trial
• From 59$

Aircover provides real-time AI assistance and conversation intelligence for sales teams during live calls, automating tasks and improving rep performance.

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AI Sales Genie is an intelligent system powered by ChatGPT-4 that automates lead generation, qualification, and appointment booking 24/7 to boost sales.

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SalesDesk leverages AI to centralize CRM, automate workflows, and deliver actionable sales insights, empowering sales teams to collaborate and close deals efficiently.

• Freemium
• From 70$

Virtuans AI is an AI sales automation platform that deploys intelligent voice and chat agents to capture, qualify, and nurture leads 24/7 across multiple channels, helping businesses convert more prospects into sales opportunities.

• Freemium
• From 79$

9Lenses is an AI-driven platform that systemizes sales processes, enabling reps to rapidly understand customer needs and deliver personalized solutions for stronger client relationships and accelerated revenue growth.

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Enhance sales productivity and lead generation with AI-driven automations using Persana AI.

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• API

SalesCloser AI provides AI-powered sales agents capable of handling phone calls, Zoom calls, scheduling, and more, without requiring any coding. It helps businesses scale their sales operations efficiently.

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Namely AI is an AI-powered sales assistant that automates sales calls, generates leads, and schedules demos. Reduce costs and increase productivity with this innovative sales solution.

• Free

iWishAI is an AI-powered sales enablement platform that helps sales teams improve performance through AI roleplay, power dialing, and email generation capabilities.

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FPT.AI is a comprehensive artificial intelligence platform that provides enterprise-level solutions for customer experience, digital workforce, operational excellence, and sales efficiency. The platform serves 3000+ companies with 16M+ end-users worldwide.

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Expertise.ai is an AI-powered sales assistant that transforms static websites into interactive experiences, engaging visitors in real-time to qualify leads and drive conversions.

• Freemium
• From 300$

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

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GoMeet AI leverages AI to automate B2B prospect scheduling, qualification, and outreach, enabling sales teams to focus on closing deals and reducing operational costs.

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Sam.ai is an advanced AI-powered sales and marketing platform designed to help commercial real estate, staffing, and professional services firms reach and engage C-suite decision-makers through data-driven outreach, warm introductions, and workflow automation.

• Paid
• From 250$

Salesify is an AI-powered sales coaching platform that analyzes sales calls, provides real-time insights, and offers personalized coaching to improve sales performance and increase conversion rates by 25-40%.

• Freemium
• From 29$

Umely offers AI presentations, workshops, and consultancy services to help businesses effectively implement and utilize AI technologies. They guide organizations through strategy, development, and integration of AI solutions.

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