Suntree Finance Case Studies

Suntree Finance
Financial Services
Company
Case Studies /
Suntree Finance Case Studies

Industry

Financial Services

AI bees are very knowledgeable and show real interest in their customer.

Carlos Cevallos

Manager

Overall Rating:

5.0

Scheduling

ON TIME / DEADLINES
5.0

Cost

VALUE / WITHIN ESTIMATES
4.0

Quality

SERVICES & DELIVERABLES
5.0

NPS

WILLING TO REFER
5.0

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Background

Please describe your company and your position there.

I am the Manager of a Mortgage Broker company.

Opportunity / Challenge

For what projects/services did your company hire AI bees, and what were your goals?

To reach out to real estate agents to work with us.


Solutions

How did you select this vendor and what were the deciding factors?

There was an initial sales call, followed up by an onboarding call and then weekly update calls.


Describe the engagement and overall scope of work in detail, including the stages of the partnership.

We discussed with AI bees our target audience and personas. We were also required to fill out a questionnaire in relation to our messaging.

What were the terms and the value of the lease, and what percentage did AI bees take in commission?

Monthly subscription.

What were the terms and the value of the lease, and what percentage did AI bees take in commission?

Worked with head of account management.

Results & Feedbacks

Can you share any measurable outcomes of the engagement or general feedback about the services?

Ria Buenanventura is an outstanding account manager. She is always willing and able to answer any question and helped me to brainstorm on the best way to produce the desired outcome. AI bees is very knowledgeable and show real interest in their customer.

Describe their project management style, including communication tools and timeliness.

Ria Buenaventura spent all of her allowable time to coach me and direct me on the strategy for the campaigns. She was helpful because she thinks outside of the box, which is needed to succeed. I wish I were allowed more time on my weekly meetings.

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

The uniqueness of the service provided by exploiting LinkedIn structure available to its members.

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

Yes, more time for coaching. Improved features to the dashboard such as being able to import more profiles.

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