Overview
Agentic Pre-Meeting Intelligence automates the generation of comprehensive meeting briefs by orchestrating specialised AI agents that research, validate, and synthesise information across internal and external sources. The platform retrieves knowledge from enterprise document repositories using secure RAG and MCP-based access, while pulling from licensed data providers—including Bloomberg and S&P—and web-based research tools. The result: executive-ready briefs with citations, risks, and talking points delivered in minutes. The solution serves high-stakes, information-intensive roles. Insurance underwriters prepare for client meetings with validated risk context and policy history. Enterprise sales teams deploy it as a briefing co-pilot that surfaces account intelligence and competitive dynamics. Financial services and life sciences professionals use it as a research assistant for complex, multi-source analysis. Proactive alerts notify teams of material developments for monitored clients—without manual tracking. Integration is built for enterprise environments: internal knowledge sources, licensed data feeds, and delivery through Slack, email, or secure REST APIs—fitting within your stack, not alongside it.
Highlights
- Automated Intelligence Briefs: orchestrates specialized AI agents to research, validate, and synthesize information from internal systems, licensed data providers, and web sources—delivering executive-ready briefs with citations, risks, and talking points in minutes.
- Built for High-Stakes Roles: purpose-built for insurance underwriters, enterprise sales teams, and financial services professionals who need accurate, validated intelligence before every client meeting.
- Enterprise-Ready Integration: connects to document repositories, licensed data feeds (Bloomberg, S&P), and collaboration tools via secure APIs—fitting within your existing technology stack.
Details
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