AI-powered Sales Assistant to unlock business growth
AI that helps sales teams close faster and grow AUM smarter
The Sales struggle, holding businesses back
The Sales struggle, holding businesses back
According to industry reports, a minimum 20–25% of sales time lost to manual effort translates into missed opportunities for substantial AUM growth.
According to industry reports, a minimum 20–25% of sales time lost to manual effort translates into missed opportunities for substantial AUM growth.
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Sales teams lose valuable time on prep and scheduling instead of engaging with advisors
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Sales teams lose valuable time on prep and scheduling instead of engaging with advisors
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Sales teams lose valuable time on prep and scheduling instead of engaging with advisors
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Researching multiple funds and advisor data across sources creates overwhelming complexity
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Researching multiple funds and advisor data across sources creates overwhelming complexity
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Researching multiple funds and advisor data across sources creates overwhelming complexity
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Fragmented systems make it hard to find accurate information and the right documentation
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Fragmented systems make it hard to find accurate information and the right documentation
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Fragmented systems make it hard to find accurate information and the right documentation
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Lack of preparation leads to weaker pitches and missed opportunities with advisors
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Lack of preparation leads to weaker pitches and missed opportunities with advisors
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Lack of preparation leads to weaker pitches and missed opportunities with advisors
Power smarter selling and AUM expansion with Cogentiq Sales Assist
Power smarter selling and AUM expansion with Cogentiq Sales Assist
Greater efficiency. Stronger advisor relationships. Improved conversion
Greater efficiency. Stronger advisor relationships. Improved conversion
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Stay sharp, always
Real-time learning keeps sales leaders ahead of the curve on products and trends.
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Stay sharp, always
Real-time learning keeps sales leaders ahead of the curve on products and trends.
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Stay sharp, always
Real-time learning keeps sales leaders ahead of the curve on products and trends.
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Smarter moves, faster
Always-on insights into advisor behavior, preferences, and transactions.
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Smarter moves, faster
Always-on insights into advisor behavior, preferences, and transactions.
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Smarter moves, faster
Always-on insights into advisor behavior, preferences, and transactions.
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Walk-in ready
One-click access to complete advisor dossiers for every meeting.
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Walk-in ready
One-click access to complete advisor dossiers for every meeting.
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Walk-in ready
One-click access to complete advisor dossiers for every meeting.
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Precision targeting
Custom advisor lists built around each sales leader’s priorities.
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Precision targeting
Custom advisor lists built around each sales leader’s priorities.
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Precision targeting
Custom advisor lists built around each sales leader’s priorities.
Prioritize
Custom target lists
High-value connects
Smart advisor ranking
Prepare
Instant Advisor Dossiers
Context-Rich Insights
Pitch-Ready Prep
Learn
Centralized product intel
Real-time market trends
Continuous sales learning
Continuous intelligence for sales leaders
Learn
Prepare
Prioritize
Significant AUM increase
Significant AUM increase
Unlocking substantial untapped opportunity each year
Unlocking substantial untapped opportunity each year
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Net-new AUM
Unlocked through sales efficiency and enablement
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Net-new AUM
Unlocked through sales efficiency and enablement
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Net-new AUM
Unlocked through sales efficiency and enablement
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Additional growth
Driven by smarter, AI-powered sales execution
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Additional growth
Driven by smarter, AI-powered sales execution
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Additional growth
Driven by smarter, AI-powered sales execution
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Increased virtual headcount
Powering faster follow-ups, better coaching, and high-value advisor focus.
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Increased virtual headcount
Powering faster follow-ups, better coaching, and high-value advisor focus.
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Increased virtual headcount
Powering faster follow-ups, better coaching, and high-value advisor focus.
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NPS uplift
Driven by smarter, more personalized advisor engagement at scale.
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NPS uplift
Driven by smarter, more personalized advisor engagement at scale.
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NPS uplift
Driven by smarter, more personalized advisor engagement at scale.
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Drives higher customer satisfaction*
15–25% lift in cross-sell rates and a 5–10% boost in wallet share, as per industry reports.
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Drives higher customer satisfaction*
15–25% lift in cross-sell rates and a 5–10% boost in wallet share, as per industry reports.
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Drives higher customer satisfaction*
15–25% lift in cross-sell rates and a 5–10% boost in wallet share, as per industry reports.
Success stories
Our experts
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Smriti Sharma
Principal Consultant - Consulting Financial Services
Smriti Sharma
Principal Consultant - Consulting Financial Services
Smriti Sharma
Principal Consultant - Consulting Financial Services
Smriti Sharma
Principal Consultant - Consulting Financial Services
Recognition and achievements
Select Fractal accolades
Named leader
Customer analytics service provider Q2 2025
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work
8th year running. Certifications received for India, USA, Canada, Australia, and the UK.
Recognition and achievements
Select Fractal accolades
Named leader
Customer analytics service provider Q2 2025
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work
8th year running. Certifications received for India, USA, Canada, Australia, and the UK.
Recognition and achievements
Select Fractal accolades
Named leader
Customer analytics service provider Q2 2025
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work
8th year running. Certifications received for India, USA, Canada, Australia, and the UK.
Registered Office:
Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063
Phone: +91 22 6850 5800
Email: investorrelations@fractal.ai
CIN : U72400MH2000PLC125369
GST Number (Maharashtra) : 27AAACF4502D1Z8
Registered Office:
Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063
Phone: +91 22 6850 5800
Email: investorrelations@fractal.ai
CIN : U72400MH2000PLC125369
GST Number (Maharashtra) : 27AAACF4502D1Z8
Registered Office:
Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063
Phone: +91 22 6850 5800
Email: investorrelations@fractal.ai
CIN : U72400MH2000PLC125369
GST Number (Maharashtra) : 27AAACF4502D1Z8
Prioritize
Custom target lists
High-value connects
Smart advisor ranking
Prepare
Instant Advisor Dossiers
Context-Rich Insights
Pitch-Ready Prep
Learn
Centralized product intel
Real-time market trends
Continuous sales learning
Continuous intelligence for sales leaders
