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DEAL EXECUTION · 0:37

Stale Banker Outreach Agent

Quiet relationships, followed up. Inside your Outlook and CRM.

Banker relationships that have gone quiet are flagged, and a follow-up is drafted from the last thread. Sending stays with you.

  • Outlook
  • CRM

You send every follow-up

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What the video shows

  1. The agent weighs every banker in your CRM, more than a thousand contacts scored on deal history, sector fit and how long since the last call or touch, and recommends five.
  2. A note lands in your inbox: the five bankers worth a call this week and why, plus one who hasn’t written back.
  3. In Drafts, five new notes and one follow-up wait for you.
  4. Each draft draws on what the CRM knows, such as when you last spoke and what the bank is working on. Nothing is sent by the AI: you edit and press send.
  5. Once you send, the email is logged in your CRM, with a follow-up set in case there’s no reply.