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Table of Contents

Lead Story

Getting a handle on interchange - Part 1

Patti Murphy and Dale S. Laszig


Industry Update

News Briefs


Phone-number-change fraud on the rise


Getting serious about fighting fraud

Patti Murphy
ProScribes Inc.

Trends to note in a time of rapid change

Brandes Elitch
CrossCheck Inc.

Making ETA Transact worth it for MLSs

Steven Feldshuh


Street SmartsSM:
Successfully recruiting experienced agents

Aaron Nasseh
Finical Inc.

Summer days drifting away to ... FAFSA forms?

Don Bush
Kount Inc.

Cyber-security for ISOs: The crossroads of law and security

Adam Atlas
Attorney at Law

Company Profile

Veratad Technologies LLC

New Products

Portable, cloud-based business management

Clover Flex
First Data Corp.

Virtual assistant uses AI for lead management, optimization

A.I. Assist
A.I. Assist


Making use of personality types


Letter from the editors

Readers Speak

Resource Guide


A Bigger Thing

The Green Sheet Online Edition

July 10, 2017  •  Issue 17:07:01

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New Products

Virtual assistant uses AI for lead management, optimization

Product: A.I. Assist

AI Assist, Conversica Inc.'s exclusive partner in the financial services vertical market, created the eponymous AI Assist, a solution that uses AI to optimize lead management. The AI-based software will engage a virtual assistant with prospective customers, initiating and continuing discussions throughout the lifecycle of every lead, company representatives stated. "We started using Conversica as a client and were quickly amazed at what it could do for our merchant cash advance business," said Roman Vinfield, President of AI Assist. "Right off the bat, we funded 15 deals off old dead leads, generating $35,000 on a $2,000 spend. This enabled us to increase our apps-in ratio from 21 to 34 percent, lowering our acquisition costs by 85 percent."

A.I. Assist

AI Assist said it has helped numerous organizations improve efficiencies and accelerate growth. Advanced AI customer service representatives tirelessly identify opportunities, developing credibility and trust with prospective customers. Companies even think of these customized avatars as people, due to their professional manner and human characteristics, Vinfield noted.

Personal, personable assistant

AI Assist can be white-labeled to fit an organization and brand identity; its humanized personality and voice have been shown to improve response and conversion rates. Following are some additional benefits the company detailed:

Seamless CRM integration

The automated sales assistant can be easily integrated with customer relationship management (CRM) applications and marketing automation tools such as Pardot, Marketo or Eloqua, to qualify leads and sales opportunities and enhance demand generation campaigns, AI Assist said.

Vertical industry focus

More than 15,000 sales representatives in multiple industries around the world are using advanced AI technology to boost revenue, prioritize their time and close more deals by improving the quality of their leads, the company stated. With AI Assist, finance and financial services professionals have gained more customers through better lead nurturing, tracking and conversion, as well as increased sales rep productivity. Following are additional ways AI Assist can help improve closing ratios. It can help merchant level salespeople:

"We've all heard the expression, 'there's an app for that'," Vinfield said. "At AI Assist, we like to say there's a conversation for that."

Website: Contact:

Notice to readers: These are archived articles. Contact names or information may be out of date. We regret any inconvenience.

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Spotlight Innovators:

North American Bancard | USAePay | Impact Paysystems | Board Studios