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SocialMatters.ai helps financial wealth advisors connect, qualify, and grow their business using AI. We are a virtual sales assistant, leveraging AI technology to set up and manage a Salesforce…

SocialMatters.ai helps financial wealth advisors connect, qualify, and grow their business using AI. We are a virtual sales assistant, leveraging AI technology to set up and manage a Salesforce…
What they do: AI virtual sales assistant for financial wealth advisors that prospects and manages Salesforce to drive leads
Founder: John Mao listed as Founder
Funding (claimed): USD 1,200,000 (last funding date 2015-01-01) reported in company snapshot
Sales automation and lead generation for financial wealth advisors
Sales automation / FinTech (wealth management focus)
1200000.00
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