
AI Chatbots Software
Developer of a cloud-based sales and client communications software designed to improve the way institutional investment management firms communicate with their clients. The company's software integrates data from multiple sources and generates information such as fact sheets, pitch books, database input, client presentations and client reports, enabling institutional asset managers to build trust with clients and consultants.
- Revenue
- $6.5M
- Customers
- -
- Year founded
- 1998
- Funding
- $500K
- Team size
- 73
- Location
- United States












