opportunityiq
Intelligent revenue opportunity discovery system for financial advisors. Extracts structured revenue scenarios from publications and matches them to client books of business to identify high-value opportunities. Use when analyzing industry articles to discover new scenarios, or when scanning client data to find revenue opportunities and generate Top 25 opportunity reports.
Installation and usage
Intelligent revenue opportunity discovery system for financial advisors. Extracts structured revenue scenarios from publications and matches them to client books of business to identify high-value opportunities. Use when analyzing industry articles to discover new scenarios, or when scanning client data to find revenue opportunities and generate Top 25 opportunity reports.
설치 후 터미널에서 다음 명령을 실행하여 이 스킬을 사용할 수 있습니다:
skills use opportunityiq