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The growing impact of AI in the financial sector

5th February 2020, New York

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Venue: New York


Artificial Intelligence is one of the most talked about technologies in recent years. But a recent Forrester survey found that 39% of business leaders are still not clear on what AI can be used for. One answer: to transform your sales organization.

From bad data in…
Lose the boring – automatically enter new contacts, emails, phone calls, and calendar information into the CRM. Save time and ensure accurate customer data.

When forecasting is no better than flipping a coin…
Forecast better – use algorithms and key buyer and seller engagement data to predict the next quarter’s revenue with a higher degree of accuracy.

To data-driven coaching.
Always be learning – by analyzing data from emails, calls, and collaboration tools, AI-powered technologies can help sales teams prioritize the tasks most likely to drive value.

Your customers are more informed than ever. Calling a forecast based on gut feeling or relying on relationships to make your number is disappearing. Do you have clear insight into your salesforce?

Do you have what a world-class sales team of the future will need?

Join People.ai and a select group of data-driven executives and finance industry thought leaders for one unique, interactive evening of peer-to-peer conversation, inspired by proven case studies and focused on how to transform your go-to-market with revenue intelligence and drive sales performance everywhere with data-driven coaching.


6:00 – 6:30 pm – Welcome Reception & Cocktails
6:30 – 6:40 pm – Introduction from Master of Ceremonies
6:40 – 7:00 pm – Keynote speaker
7:00 – 9:00 pm – Three-course dinner complemented with table discussion points
9:00 – 9:30 pm – Wrap up from table champions and closing remarks from host

Discussion Points

  • How are you managing sales capacity planning? How does this affect departments that work with and support sales? How do these challenges evolve as your company grows?
  • How are you bridging the sales and marketing gap now go-to-market strategies are about end-to-end experiences? What GTM strategies are sales and marketing teams focusing on now?
  • How do you leverage data? Are you confident in the data supporting your hypotheses? How do you make decisions?

About People.ai

People.ai accelerates enterprise growth through the power of AI. With the industry’s only Revenue Intelligence System™, People.ai frees all customer-facing teams, including sales, marketing, and customer success, from manual data entry by automatically capturing all contact and customer activity data, dynamically updating your CRM and other systems of record, and providing actionable intelligence across management tools to realize the full selling capacity of the enterprise. Some of the world’s best brands are leveraging People.ai to transform their business, including Lyft, New Relic, Okta, Tanium, and Zoom.

Founded in 2016 and based in San Francisco, the company is backed by ICONIQ Capital, Andreessen Horowitz, Lightspeed Venture Partners, Y Combinator and others. In 2018, Gartner recognized People.ai as a Cool Vendor as a part of the Hype Cycle for CRM Sales Technology 2019. People.ai has been ranked on industry lists, including the Y Combinator Top Companies List and the Forbes AI 50 list.

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New York

New York

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