Sam.ai a suite of solutions build just forFinancial Advisors Insurance Agencies, and Investment Firms
Sam.ai understands the distinct needs of financial advisors, insurance agencies, and investment firms. Our platform delivers C-Suite marketing and trust-building solutions, empowering you to connect with decision-makers, nurture valuable relationships, and achieve long-term customer acquisition success in the financial services sector.
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Best Customer Service
First of all, I am genuinely impressed with the level of service of SAM, I got this app last week and every time I had a question, it was answered in real-time, I am in Vancouver Canada, other tech companies take forever to answer. Just today I had some questions on functionality and the team of SAM sends me an invite for a live google meet, they gave me 30 minutes of personal training. Now on their functionality I really love how intuitive SAM is, I always look for technology that is functional and user friendly as I consider my time valuable. One of my favorite things is the ability to see cards at a glance as I am very visual. Their A.I. is also very good, I have certificates in A.I. and Blockchain from both M.I.T. and Oxford for business applications, and the SAM team is for sure delivering products that will deliver the results you need. I cant wait to see what else this team keeps developing and releasing to help digital entrepeneurs.
Experior Financial Group Inc
what we can do for your application design
Generate Warm Intros & Referrals
Establish Trust & Build New Relationships
Ideal Client Contacts
Reach 90% of your Ideal Clients
Use Sam’s proprietary AI engine to optimize workflow