A 12% M&A surge overwhelmed legacy chatbots. AI now resolves 70% of inquiries 24/7, freeing agents to provide strategic guidance.
A SaaS platform supporting M&A transactions for 1.8 million dealmakers across 180 countries experienced a 12% surge in global merger activity in 2024.
Dealmakers needed immediate answers on sensitive tasks like document redaction, but the existing chatbot required manual updates and frequently...
“Automated AI chat support would provide us the opportunity not only to better serve our customers, but it could move our Assist team members into more consultative roles. They would be able to offer more personalized guidance, strategic recommendations, and potentially sell more services, rather than just answering routine questions.”
Virtual data room and deal management platform for M&A and financial transactions.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
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