“We built our own dialer and AI tool where every call is transcribed… AI scoring, grading, timestamps, flags high-risk accounts”
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Said on Profiles in Risk
How I Invest with David Weisburd · E449: Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AI
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use AI to screen and grade every investor call instead of listening to only 1 out of 50-100 calls
1 out of 50-100 calls
“We built our own dialer and AI tool where every call is transcribed… AI scoring, grading, timestamps, flags high-risk accounts”
“You just hop on a Zoom call, one of our ad specialists, share your screen, Zoom lets us remote control your mouse and fix stuff up for you... we’ve got like 55 on average support calls a week.”
“Replace phone tag with three automated text messages… Only patients who haven't confirmed after that 48-hour message land on the front desk's call list. Instead of 35 blind calls, you're making three to five targeted ones.”
“We listen to the inbound marketing generated phone calls… I have those transcripts, right? So I know what's happening to the inbound calls to a practice.”
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