Introduction: Listening to Clients, Driving Innovation

At StrategyBrain, we believe the future of sales belongs to intelligent automation. Our flagship product, AI Sales Rep, is designed to help companies engage more leads and close more deals at a fraction of the cost of traditional tools. However, technology can only reach its full potential when it truly addresses real business needs. That is why our leadership team takes time to meet clients directly.

Recently, our CTO Kyle visited 99Finance, a fast-growing financial services company, to meet with CEO Tom. The purpose of the visit was simple but vital: to understand how AI Sales Rep is being used in real business environments, to collect feedback, and to learn what additional features customers need to grow.

This meeting offered a clear window into the impact of AI-powered sales tools on financial services, and it reaffirmed why StrategyBrain continues to focus on client-driven product development.

The Context: Why AI Sales Rep Matters in Finance

Financial companies like 99Finance face constant challenges in lead generation, client engagement, and cost control. Traditional sales teams often spend hours manually searching LinkedIn, drafting outreach messages, and following up with prospects. This manual work is expensive, slow, and inconsistent.

AI Sales Rep changes that reality by automating the entire process. From designing customer personas to searching LinkedIn for qualified leads, sending personalized messages, and nurturing conversations, the tool works around the clock. For companies like 99Finance, this means scaling outreach without hiring more staff and without sacrificing personalization.

During the visit, Kyle emphasized that the mission of StrategyBrain is not just to build AI products, but to build AI products that directly align with customer goals. Meeting Tom created an opportunity to confirm how that mission is being fulfilled.

The Meeting: CTO Kyle Engages with CEO Tom

When Kyle met Tom at the 99Finance headquarters, the conversation quickly moved beyond technical specifications. Instead, it focused on real results. Tom shared how AI Sales Rep had transformed his team’s ability to manage leads.

Tom explained that before adopting StrategyBrain’s product, his sales representatives relied heavily on manual LinkedIn searches and repetitive email outreach. This consumed valuable time and limited the number of prospects they could realistically approach each week. With AI Sales Rep, however, his team now automates outreach and uses human input only at critical decision points.

Kyle asked detailed questions about workflow integration, message tone, and performance tracking. As CTO, his role was not to sell the product, but to listen and learn. By hearing Tom describe his team’s daily use of AI Sales Rep, Kyle gathered insights that will help guide the next phase of product development.

Key Insights from 99Finance: What Clients Value Most

Several key themes emerged from Tom’s feedback:

1. Efficiency Gains
   Tom highlighted that his team now saves dozens of hours each month. Instead of searching profiles, they spend time analyzing real conversations and closing deals.

2. Personalized Outreach
   AI Sales Rep designs unique opening messages for each prospect. According to Tom, this personalization has significantly increased response rates, especially compared to generic outreach.

3. Global Reach
   99Finance operates internationally, and AI Sales Rep allows the team to engage leads across multiple time zones without delay. The automation ensures that outreach continues even while human staff are offline.

4. Scalability
   For Tom, one of the most valuable aspects is the ability to scale outreach without scaling headcount. Hiring more sales representatives would be costly, but with StrategyBrain’s AI product, growth is sustainable.

Feedback for Future Development

Kyle also asked Tom what improvements he would like to see in the next versions of AI Sales Rep. Tom identified several areas:

• Integration with more CRMs: Although the product currently integrates with major platforms, Tom hopes for even deeper compatibility to reduce friction.

• Analytics Dashboard: Tom wants more granular visibility into engagement metrics, allowing his managers to measure performance in real time.

• Industry-Specific Templates: While the personalization is strong, Tom suggested adding pre-set templates tailored for financial services to shorten setup time.

As CTO, Kyle welcomed these ideas and promised that StrategyBrain’s product team would explore how to implement them. By documenting and prioritizing client feedback, Kyle ensures that the product roadmap reflects real-world needs rather than assumptions.

Why Direct CTO Engagement Matters

Many companies delegate client interactions to sales or account management teams. While that structure has value, StrategyBrain believes that leadership should maintain direct contact with users. Kyle’s visit to 99Finance is a clear example.

When a CTO listens to a client describe their challenges and successes, the knowledge gained is more than technical. It is strategic. It helps the company design features that solve actual pain points. It also builds trust, showing clients that their voices matter.

This approach is part of StrategyBrain’s culture. We see AI not as a replacement for human relationships, but as a way to enhance them. That philosophy extends to how we treat our own clients.