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Autonomous Revenue Orchestration Platform

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Precision Growth for Financial Services & Private Capital

The $3,000 Problem: Solved.

Financial Services has the highest Customer Acquisition Cost (CAC) of any industry. Stop paying a premium for generic outreach. PrescientIQ uses Deep Orchestration to unify your data silos—from Oracle DB to Salesforce—delivering hyper-personalized engagement that lowers CAC and accelerates capital allocation.

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The Challenge: Data Rich, Insight Poor

In Private Capital and Financial Services, you possess vast amounts of data, but it is locked in silos. Your CRM doesn’t integrate with your data warehouse, and your outreach tools aren’t aligned with your compliance standards.

The Reality: The average CAC in this sector exceeds $3,000.

The Cause: Generic, low-context outreach and slow reaction times to market triggers.

The Fix: Composable Intelligence.

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Autonomous Marketing Operating System

The Solution: Deep Orchestration

PrescientIQ does not rip and replace; we orchestrate. By layering our PrescientIQ Orchestration Core on top of your existing stack, we turn static data into on-demand growth.

Unify Your Source of Truth

We connect directly to your high-value data repositories. Whether your data resides in Oracle DB, Cloud SQL, AlloyDB, or BigQuery, PrescientIQ creates a unified context layer without moving your data.

Intelligent CRM Activation

Your client data in Salesforce, Dynamics 365, or HubSpot is no longer just a record of the past—it becomes a trigger for the future. Our agents monitor for signals and instantly update client profiles to ensure every interaction is timely.

AI-Driven Precision

Leveraging Vertex AI and Grounding with Google Search, our models analyze market trends and client behavior to generate highly specific, compliant investment theses and outreach messages.

Win in the Precision Growth for Financial Services & Private Capital Markets

PrescientIQ transforms operations for Private Equity and Venture Capital by automating the ingestion of market data to identify off-market deal-sourcing opportunities and orchestrating personalized LP fundraising updates, drawn directly from sources such as Excel and BigQuery.

For Wealth Management and Advisory, the platform drives client retention by analyzing engagement patterns in Salesforce Marketing Cloud to automatically trigger risk-mitigation workflows in Jira or ServiceNow, while leveraging Function Calling to move beyond generic communication and generate unique, hyper-personalized portfolio commentary for thousands of clients simultaneously.

Automated Deal Flow & Precision Fundraising

To drastically lower CAC, Private Equity and Venture Capital firms must move away from manual, analyst-heavy data scrubbing and generic outreach.

Automated Deal Sourcing

Instead of paying high premiums for third-party lists or burning analyst hours on manual research, PrescientIQ automates the ingestion of market signals.

Easy Intelligent Portfolio & LP Enrichment use

Your CRM often holds stale data. PrescientIQ turns it into a dynamic asset that drives higher conversion rates through hyper-relevance.

Frictionless Outreach Orchestration

Closing deals requires speed and precision. We remove the friction of jumping between apps to communicate.

Why This Lowers CAC

Beat the Market to the Best Deals—Without the Burnout.” PrescientIQ’s Composable Intelligence architecture automates the manual grunt work of sourcing and data entry, freeing your team to lock in off-market deals with hyper-personalized outreach before competitors even know they exist.

Scale Your Outreach, Not Your Overhead.

We replace high-cost labor with AI agents that handle data entry and sourcing, drastically reducing your operational costs. By layering hyper-personalized engagement on top of automated discovery, we help you identify off-market opportunities faster and convert them at a significantly higher rate than generic methods.

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