Fractal Sales Assist

Shape every client interaction into an opportunity for growth

Bring client, portfolio, market, and compliance intelligence into one dynamic workspace. Prepare faster. Prioritize smarter. Engage with greater relevance.

25–50%

of advisor time spent on non-sales activities

That leaves less room for strategic thinking, meaningful conversations, and proactive client

Scattered client intelligence slows meaningful engagement

Relationship managers spend valuable time piecing together context before and after every client conversation. Client information, portfolio data, market developments, notes, and follow-ups sit across multiple systems; making it harder to see the complete relationship and act with confidence.

System switching

Toggling between tools to understand the client and portfolio

Lost context

Rebuilding meeting context from scattered notes and prior interactions

Data fragmentation

Comparing insights across tools to identify the right next step

Delayed relevance

Translating market events into timely client talking points

Competing priorities

Balancing client needs, portfolio goals, and compliance requirements

Scaling challenges

Managing complex relationships consistently across a growing book

One dynamic workspace. From context to action.

Sales Assist brings together the information, insights, and actions needed to advance every client relationship. Ask questions. Add relevant intelligence. Shape your approach. Turn decisions into coordinated next steps; all within one connected experience.

Plan

Start with the objective

Begin with a client, market event, portfolio concern, meeting objective, or business question.

Plan

Start with the objective

Begin with a client, market event, portfolio concern, meeting objective, or business question.

Build

Build the view

Bring in the information needed for the moment, including client overview, AUM, sentiment, risk, timeline, liquidity, portfolio, notes, and compliance.

Build

Build the view

Bring in the information needed for the moment, including client overview, AUM, sentiment, risk, timeline, liquidity, portfolio, notes, and compliance.

Explore

Explore the context

Use the AI assistant to summarize, explain, compare, investigate, and connect information across the client relationship.

Explore

Explore the context

Use the AI assistant to summarize, explain, compare, investigate, and connect information across the client relationship.

Shape

Shape the strategy

Whiteboard an approach, evaluate scenarios, review recommendations, and prepare personalized talking points.

Shape

Shape the strategy

Whiteboard an approach, evaluate scenarios, review recommendations, and prepare personalized talking points.

Act

Move to action

Turn decisions into next-best actions, communications, meetings, reminders, and follow-ups.

Act

Move to action

Turn decisions into next-best actions, communications, meetings, reminders, and follow-ups.

Intelligence that moves every relationship forward

Sales Assist delivers the capabilities relationship managers need to work smarter and faster.

Dynamic client workspace

Connect intelligence and action across the sales and distribution journey.

Client prioritization

Focus on clients based on opportunity, urgency, risk, and engagement potential.

Relevant news impact

Translate market developments into client-specific portfolio implications and outreach priorities.

Client dossier generation

Create context-rich dossiers with meeting preparation and next-best actions.

Continuous learning

Use feedback and outcomes to improve recommendations over time.

More focus. Better conversations. Stronger growth potential.

Turn time saved into broader coverage, more relevant engagement, and stronger client relationships.

Faster meeting preparation

Prepare for meetings faster with the right context in one place.

Connected decisions

Keep decisions, notes, and follow-ups connected.

More meaningful conversations

Create more room for thoughtful client conversations.

Consistent client service

Support consistent service across a larger book of clients.

Improved client satisfaction

Deliver more relevant, timely engagement that clients notice and value.

Stronger growth potential

Position relationships for expansion and proactive opportunity capture.

Introducing Fractal Sales Assist

Our experts

Gaurav Sharma

Client Partner- Consulting Financial Services

Vinoj Radhakrishnan

Principal Consultant - Consulting Financial Services

Ready to transform how you work with clients?

See Fractal Sales Assist in action and discover how to turn every client interaction into an opportunity for growth.

Recognition and achievements

Select Fractal accolades

Leader

The Forrester Wave: Customer Analytics Services Q2, 2025

Representative vendor

Gartner Hype Cycle for Consumer Goods, 2026

Great Place to Work

Great Place to Work® across four regions: India (9th year), USA (5th year), UK (5th year) and UAE (2nd year)

Recognition and achievements

Select Fractal accolades

Leader

The Forrester Wave: Customer Analytics Services Q2, 2025

Representative vendor

Gartner Hype Cycle for Consumer Goods, 2026

Great Place to Work

Great Place to Work® across four regions: India (9th year), USA (5th year), UK (5th year) and UAE (2nd year)

References

https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/experience-led-growth-a-new-way-to-create-value

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