Expanding Financial Networks For Alternative Lending Company

Alternative Lending Company
Financial services
Company
Case Studies /
Expanding Financial Networks For Alternative Lending Company

Industry

Financial services

The AI bees' team is very helpful.

Account Manager

Account Manager

Red Deer, Alberta

Overall Rating:

4.0

Scheduling

ON TIME / DEADLINES
4.5

Cost

VALUE / WITHIN ESTIMATES
3.0

Quality

SERVICES & DELIVERABLES
5.0

NPS

WILLING TO REFER
4.5

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Expanding Financial Networks: AI bees' Drive to Generate Business through Referral Sources

Verified
by
Alternative Lending Company

Survey

Background

Please describe your company and position.

I am an Account Manager


Describe what your company does in a single sentence.


We are an Alternative Lending company specializing in A/R Financing and Asset Based Lending.

Opportunity / Challenge

What specific goals or objectives did you hire AI bees to accomplish?

To help with Lead Generation/Networking.


What were your goals for this project?

To expand our network within the financial world and try and try and get our name out there to generate business.


Solutions

How did you find AI bees?

Ended up in contact with **** by chance and he sold us on the product and how good it is.


What was the size of AI bees’ team?

only a few, had our account manager change and got a new one.

Describe the scope of work in detail. Please include a summary of key deliverables.

Trying to streamline finding business and creating referral source networks.

Results & Feedbacks

What were the measurable outcomes from the project that demonstrate progress or success?

We have created a large network of referral sources that will hopefully lead to more business in time.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

It is good


What did you find most impressive or unique about this company?


The AI bees' team is very helpful. They are also attentive and responsive

Are there any areas for improvement or something AI bees could have done differently?

Nope.

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