Prescriptive FS provides an AI‑driven platform that analyzes client, transactional, and market data to generate real‑time alerts for new sales opportunities and emerging risks. Its signal‑based prospecting tool ranks B2B leads by potential value and offers an augmented view of portfolios, helping financial distributors prioritize high‑value prospects and manage risk more efficiently.
Funding
Funding not disclosed
Founders
Product
Problem
Financial product distributors such as bankers, insurance agents, and brokers struggle to identify high‑potential B2B prospects and to monitor emerging risks across large client portfolios, leading to inefficient prospecting and missed revenue opportunities.
Solution
Prescriptive FS offers an AI‑driven platform that ingests and analyzes a multidimensional set of client and sector signals using deep‑learning models. The system generates actionable alerts for new sales opportunities and risk indicators, provides a signal‑based prospecting tool to prioritize high‑value leads, and delivers an augmented, analytics‑rich view of existing client portfolios. By automating data‑intensive analysis, the platform reduces manual research time, improves prospecting efficiency, and enables distributors to act proactively on both opportunities and emerging client risks.
Target Audience
Primary users are business‑development professionals in B2B financial distribution—including relationship managers, insurance agents, and corporate brokers—who need data‑driven tools to enhance prospecting and portfolio management.
Features
- Actionable alert engine that surfaces new prospecting opportunities and flags emerging client risks in real time
- Signal‑based prospecting module that ranks B2B leads by potential value, cutting research time dramatically
- Augmented portfolio view combining client‑level and sector‑level analytics for strategic decision‑making
- Deep‑learning models that process diverse data sources (financial, transactional, market) to generate predictive insights
- Integrated dashboard that presents alerts, prospect scores, and portfolio metrics in a single interface