Automate Financial Meeting Preparation Reports.
Sell More, Better & Faster Thanks to AI-Generated Meeting Prep Reports.
Sell More, Better & Faster Thanks to AI-Generated Meeting Prep Reports.
AI-powered software that turns your customer data into actionable sales guidance
AX Semantics is an easy-to-use Natural Language Generation (NLG) software that makes the writing of reports scalable. The software-as-a-service automatically generates reports before your meetings telling you who you’re meeting with, what you need to know about the past, what questions to ask and what products to suggest (and why) – all in over 100 languages and in real time!
What AX software offers you
Preparing for a sales meeting is challenge anywhere, but in banking it’s an impossible task because of complex, convoluted and onerous regulation. The risk of offering the wrong advice to customers is great and advisors are expected to take on more customers than ever before and offer compliant and personalized advice. Automating meeting preparation reports offers the answer:
Compliant
AX Semantics generates reports before your meetings so that you are able to offer compliant and personalized advice.
Prepared
With just a click financial advisors, wealth managers and portfolio managers can understand who they are going to talk to, what their financial situation is, what product is best and what regulation and suitability checks are needed.
Efficient
With just a click you can generate your meeting preparation reports that let you serve more customers better and reduce risk.
Multilingual
AX software masters the grammar of 110 languages to efficiently implement multilingual reports.
3 steps to automate your reports
1. Connect to your
data
Quickly upload your data or connect securely to our API.
2. Configure your
reports
Implement statements and rules once that define how your uploaded data should appear and be interpreted in the reports.
3. Generate
your reports
Generate meaningful meeting preparation reports before your meetings with just a click.
Learn from the best: More than 500 companies use AX Semantics
"The effort for the creation of recurring reports can be reduced by up to 80% using AX Semantics."
Revolutionize your content creation!
Learn more! Try it out! For free!
