卖什么
Vertical AI platform deploying product-aware sales agents for financial institutions that qualify leads, recommend products and drive applications.
商业模式拆解
买家：谁掌握预算？
未核实Head of sales, digital or distribution at a bank/insurer/lender.
触发点：什么让他们现在购买？
Sales team cannot handle lead volume; want to scale product sales without headcount.
工作流：什么输入变成什么输出？
Share product details and audience, set tone, deploy agent; it qualifies, recommends products, follows up and hands off to humans with compliance guardrails.
经济账：省了什么，怎么收费？
未核实Likely enterprise subscription tiers for institutions; plans include analytics dashboard, multi-agent support and segmentation.
渠道：怎么接触到客户？
Demo-led (Book a Demo).
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-07-21 | A 轮 | $15M | — | news.google.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-13.