Expanding Financial Networks For Alternative Lending Company

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Background
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Please describe your company and position.
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I am an Account Manager

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Describe what your company does in a single sentence.

‍We are an Alternative Lending company specializing in A/R Financing and Asset Based Lending.

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Opportunity / Challenge
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What specific goals or objectives did you hire AI bees to accomplish?
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To help with Lead Generation/Networking.

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‍What were your goals for this project?
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To expand our network within the financial world and try and try and get our name out there to generate business.

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Solutions
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How did you find AI bees?
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Ended up in contact with **** by chance and he sold us on the product and how good it is.

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‍What was the size of AI bees’ team?
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‍only a few, had our account manager change and got a new one.

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‍Describe the scope of work in detail. Please include a summary of key deliverables.
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Trying to streamline finding business and creating referral source networks.

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Results & Feedbacks
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What were the measurable outcomes from the project that demonstrate progress or success?
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We have created a large network of referral sources that will hopefully lead to more business in time.

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Describe their project management. Did they deliver items on time? How did they respond to your needs?
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It is good

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What did you find most impressive or unique about this company?
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The AI bees' team is very helpful. They are also attentive and responsive

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Are there any areas for improvement or something AI bees could have done differently?
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Nope.

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