What is AI Analyst?
AI Analyst is an AI-powered FINTRX co-pilot that helps users uncover valuable insights about firms and contacts within the financial landscape. It automates research & outreach tasks, identifies trends, and provides personalized analysis, saving you time and increasing your efficiency.
There are 3 areas to customize your AI co-pilot. Navigate to your account settings and AI Analyst on the left.
Select your co-pilot: Select the Co-Pilot that best aligns with your use case to tailor your AI experience to your unique business goals, including M&A, ETF distribution, capital raising and more. You can also select the "Generalist" option for a more versatile, less specialized Co-Pilot.
Choose your AI personality: Your AI's "personality" dictates the manner in which the AI speaks to you when answering questions and presenting data. Choose the personality that best suits the way you'd like to receive information from the AI.
Personalize your AI: Use this area to provide in-depth information about your company, goals, and ideal prospects. Be sure to include as many details as possible and use bullet points for a clean, simple way to list information. The more detailed you are, the more tailored the AI will be when pulling insights, mapping out your best path into firms, crafting introduction emails, and more.
If you have any further questions, please contact your designated CS representative or email success@fintrx.com.