Attentive
automates personalized SMS and email communication to help firms proactively update clients, collect information faster, and build a predictable pipeline of new business through high-engagement messaging.
Quick Info
- Website
- www.attentive.com
- Categories
- Productivity
Related Tools
Endex AI Agent
uses AI to automate DCFs, three-statement models, SEC data ingestion, and cell‑logic tracing so your firm speeds forecasting and improves auditability.
Segmetrics
tracks marketing funnel performance end-to-end so your firm analyzes lead origin, optimises conversion and focuses efforts on profitable prospects that drive advisory growth.
airSlate
automates document assembly, data pre-filling, and secure eSignatures, eliminating manual data entry and the client-chasing grind to save billable hours.
AiAssit Works
streamlines document review, query resolution and workflow assignment so your firm cuts partner review time, improves accuracy and boosts margin on client engagements.