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.
После установки вы можете использовать этот skill, выполнив следующую команду в терминале:
skills use opportunityiq