Strategic Expansion For Financial Services Company

Financial Services Company
Financial Services
Company
Case Studies /
Strategic Expansion For Financial Services Company

Industry

Financial Services

I am very pleased with the outcome and expect more benefits as the project evolves.

President

President

Montreal, Quebec

Overall Rating:

4.0

Scheduling

ON TIME / DEADLINES
4.5

Cost

VALUE / WITHIN ESTIMATES
3.0

Quality

SERVICES & DELIVERABLES
5.0

NPS

WILLING TO REFER
4.0

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Strategic Expansion: AI bees' Proficiency in B2B Social Networking Amplifies Network Growth

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Financial Services Company

Survey

Background

Please describe your company and position.

I'm the owner.

Describe what your company does in a single sentence.

A financial services franchise for small-to-medium sized businesses.

Opportunity / Challenge

What specific goals or objectives did you hire AI bees to accomplish?

We engaged AI bees to help us expand and develop our B2B social media contacts.


Solutions

How did you find AI bees?

I was referred to them by another franchisee.


What was the size of AI bees’s team?

I had a single advisor with whom I interacted at least once per week

Describe the scope of work in detail. Please include a summary of key deliverables.

AI bees helped me develop a strategy to connect with people on business-oriented social media networks according to profile settings of my choice.

Results & Feedbacks

What were the measurable outcomes from the project that demonstrate progress or success?

Though still early in the relationship, AI bees has already helped my add nearly 400 contacts to my network. I am very pleased with the outcome and expect more benefits as the project evolves.

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

Workflow was seamless and my AI bees consultant was very responsive.


What did you find most impressive or unique about this company?


I wouldn't have expected the results to be so immediate.

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

I have concerns that the approach we use may not be permitted by the social media platform at some point.

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