Insight selling with AI

How can Salesforce Einstein and IBM Watson work together in Sales Cloud?

Covering more than 260,000 financial advisors and offering over 90 products, WisdomTree’s sales and marketing teams were challenged with knowing which prospects to prioritize and target. WisdomTree neither had the bandwidth nor the technology to handle the volume of growing data and urgency of customer demand.

With the help of Bluewolf and IBM, WisdomTree built an AI-powered lead prioritization system within Salesforce Sales Cloud. They used Salesforce Einstein and IBM Watson to analyze WisdomTree’s proprietary data—such as emails, meeting notes, trading data, etc—and understand the right prospects to target, with the right products, through the right channels, at the right time.

Within one month of launching the intelligent solution, WisdomTree increased their efficiency in targeting prospects, improved the quality of their meetings, and reduced the time spent setting up those meetings.

Every company is sitting on large amounts of unstructured information, known as dark data, and most don’t know what to do with it. WisdomTree is a great example of a company uncovering their dark data and using it as a competitive advantage.

Download materials from this session to learn more, now.

Covering more than 260,000 financial advisors and offering over 90 products, WisdomTree’s sales...

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