A leading financial services and investment management firm needed a scalable solution to continuously train and equip its internal sales team with up-to-date product knowledge, compliance protocols, and sales strategies—all without increasing manual training efforts.
The AI Agent Solution
47Billion developed a Sales Training AI Agent designed to auto-generate internal training materials, including sales presentations, product manuals, knowledge quizzes, and pitch decks.
Key Features
Auto-Generation of Content:
Automatically creates sales presentations, pitch decks, and training materials from internal repositories—documents, websites, and videos with subtitles.
Multimodal Embedding:
Pulls data from PDFs, web pages, audio transcripts, and image-rich sources to generate visually supported materials.
Customization for Sales Personas:
Dynamically adapts output based on target customer segments (e.g., retail investor vs. institutional buyer).
Compliance Integration:
Pulls the latest compliance rules and embeds them into training decks to ensure every pitch remains regulator-friendly.
Business Impact
- 60% reduction in manual training hours
- Faster onboarding for new sales reps
- Enhanced cross-team consistency in messaging
- Real-time updates to sales decks as product details or regulations change
How It Works
- Input: AI agent receives links to new product brochures, market reports, or recorded webinars.
- Processing: Uses NLP and Computer Vision to extract structured insights.
- Output: Auto-generates presentations, quizzes, and speaking notes for internal trainers and sales reps.
Why It’s Agentic
This AI solution isn’t a static tool—it behaves as an autonomous agent that senses content updates, processes them independently, and takes action (generating new learning assets) without human prompting.