Assist
Run advisory with live intelligence
Live AI support that tracks meeting goals, detects opportunities and automates documentation.
Book demo
Live AI support that tracks meeting goals, detects opportunities and automates documentation.
Book demo
Assist improves meeting quality, commercial focus and documentation - without adding extra work for the advisor.
Advisors see meeting objectives, suggested discussion points and a structured customer resume before the meeting starts.
Assist detects topics, product relevance and sales opportunities in real time - and guides the conversation when needed.
Meeting notes, summaries and customer references are generated automatically - reducing manual follow-up.
Sales opportunities can be created directly in CRM, and follow-up meetings can be booked instantly.
Live AI support before, during and after the meeting.
“&money Engage has contributed to a transformation of our business model. We have seen a significant increase in the number of customers who book meetings themselves, leading to a much higher level of self-service. &money has helped increase our sales and customer satisfaction, while improving employee efficiency. It has also given us valuable insights into customer behaviour and performance, helping us adjust our business model and optimise our customer service approach.”
If you need more detail - we’re happy to walk you through it.
Contact us.
Assist integrates with leading CRM platforms such as Salesforce and Microsoft Dynamics.
Assist can be used for all types of meetings - both physically and online.
You control which employees have access through Microsoft Azure Entra ID and Salesforce.
Prepare provides meeting statistics, advanced reporting with data export and scenario simulation, allowing you to analyse performance and model changes before implementing them.
During the meeting, Assist detects what is being discussed, highlights relevant products and benefits, and tracks whether meeting goals are being achieved. Everything follows your predefined advisory framework.
