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Case Study
AI-Powered Decision-Maker Intelligence Platform
An AI-assisted decision intelligence platform combining CRM data, professional profiles, and financial activity to identify potential investment decision-makers.
Overview
A decision intelligence system that unifies Salesforce CRM data, professional profiles, and financial activity signals in Snowflake. Explainable SQL scoring ranks contacts and teams so outreach can prioritize likely investment decision-makers, with optional LLM-assisted biography analysis for richer context.
Problem Solved
Investment and business-development teams often work from fragmented CRM records, incomplete professional context, and uneven financial signals — making contact prioritization manual, inconsistent, and hard to audit.
Key Capabilities
- Unified Snowflake feature layer across CRM, profiles, and financial activity
- Explainable SQL-based contact scoring and threshold classifications
- Team-level rankings for decision-maker prioritization
- LLM-assisted professional biography analysis for additional context
- Analytics-ready result sets for outreach planning
Technology
SnowflakeSQLSalesforceLLMsData EngineeringDecision Intelligence