Our client was looking to innovate its direct sales function and wanted to better understand the best practices of digitalization and Generative AI in direct sales specifically in the US market.
The objective was to identify and understand best practices of financial advisory, insurance, brokerage, and direct-to-consumer firms in the US that have successfully undergone digitization and have started using Gen AI to support their direct sales.
10EQS assessed how US firms leverage digital channels throughout the sales process, what features and functionalities are offered as well as what key technologies are employed by US firms that have digitized their sales function. 10EQS further identified specific areas of the sales process US firms are leveraging AI technologies for, how AI algorithms are used, and what AI-driven tools and capabilities have been implemented.
10EQS provided the client with specific innovations, use cases and best practices that could be applied to the European markets. 10EQS found that US direct sales companies are adopting digital-first strategies, leveraging social media, AI-driven tools, and personalized apps to enhance customer engagement and streamline sales processes.
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