Sales Enablement AI demo

What the demo shows

Answers sales reps' fund questions from approved content only, each answer cited

A rep asks a fund question in any language. The Question agent finds the fund, share class and the client's category and country from the CRM; the Answer agent searches only approved, current documents permitted for that audience and country and drafts one cited sentence at a time; the Guard agent checks every sentence against its page, removes anything from expired, unapproved or internal material, and attaches the required wording; the Language agent writes the English beside it. Under every answer sits the approved shelf: the documents used, each with its approval ID and expiry. Questions without an approved answer go to the right product specialist with a drafted reply; compliance signs it and the Library agent adds it to the library and tells every rep who asked. When a document is corrected, the Library agent recalls every answer that cited it. Compliance reviews a risk-based sample of the answer log every week.

Transcript

1. 0:00Sales Enablement AI answers reps' fund questions from approved content only, each answer cited.
2. 0:09Finra holds firms responsible for what AI writes.
3. 0:13Quillfield's 600 reps ask 20,000 questions a month.
4. 0:19Julia, in Milan, asks an Italian about Euro short duration, for agents read only approved documents.
5. 0:28The Answer, 1.8 years against 2.1, in Italian with English beside it.
6. 0:37The shelf shows each approval and expiry.
7. 0:40The guard agent removed a desk note sentence.
8. 0:45Hurt at one follow-up has no approved answer, so it goes to a specialist.
9. 0:52Marcus, the fixed income specialist, adds one figure to the draft.
10. 0:59Compliance signs with a reason code.
11. 1:02No one approves their own work.
12. 1:05It joins the library, and Julia gets it in Italian.
13. 1:09in. Every answer is cited, checked, and kept seven years for examiners.
14. 1:17The aim, nine and ten answered in seconds and none from expired content.
15. 1:24Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.