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.
1
Sales teams lose valuable time on prep and scheduling instead of engaging with advisors
1
Sales teams lose valuable time on prep and scheduling instead of engaging with advisors
2
Researching multiple funds and advisor data across sources creates overwhelming complexity
2
Researching multiple funds and advisor data across sources creates overwhelming complexity
3
Fragmented systems make it hard to find accurate information and the right documentation
3
Fragmented systems make it hard to find accurate information and the right documentation
4
Lack of preparation leads to weaker pitches and missed opportunities with advisors
4
Lack of preparation leads to weaker pitches and missed opportunities with advisors
Power smarter selling and AUM expansion with Fractal Sales Assist
Power smarter selling and AUM expansion with Fractal Sales Assist
Greater efficiency. Stronger advisor relationships. Improved conversion
Greater efficiency. Stronger advisor relationships. Improved conversion
1
Stay sharp, always
Real-time learning keeps sales leaders ahead of the curve on products and trends.
1
Stay sharp, always
Real-time learning keeps sales leaders ahead of the curve on products and trends.
2
Smarter moves, faster
Always-on insights into advisor behavior, preferences, and transactions.
2
Smarter moves, faster
Always-on insights into advisor behavior, preferences, and transactions.
3
Walk-in ready
One-click access to complete advisor dossiers for every meeting.
3
Walk-in ready
One-click access to complete advisor dossiers for every meeting.
3
Precision targeting
Custom advisor lists built around each sales leader’s priorities.
3
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
Success stories
In-media
In-media
In-media
Our experts
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Smriti Sharma
Principal Consultant - Consulting Financial Services
Smriti Sharma
Principal Consultant - Consulting Financial Services
Ready to Maximize AUM?
Ready to Maximize AUM?
Recognition and achievements
Select Fractal accolades
Leader
The Forrester Wave: Customer Analytics Services Q2, 2025
Representative vendor
Gartner Hype Cycle for Consumer Goods, 2026
Great Place to Work
Great Place to Work® across four regions: India (9th year), USA (5th year), UK (5th year) and UAE (2nd year)
Recognition and achievements
Select Fractal accolades
Leader
The Forrester Wave: Customer Analytics Services Q2, 2025
Representative vendor
Gartner Hype Cycle for Consumer Goods, 2026
Great Place to Work
Great Place to Work® across four regions: India (9th year), USA (5th year), UK (5th year) and UAE (2nd year)
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
