Every Monday it checks Prime's client data and public news, works out which clients are ready for another service, and tells each adviser in Teams who to contact and why. The email is already written. It also keeps follow-up going on new leads until they say yes or no. You see on your command centre who acted and what it won. It runs inside Prime's Microsoft 365, so advisers don't get a new system to learn.
Every client, name and count on this page is sample data."Our selling system, cross-sell, account management and new business development is just too much focused on relying on humans to do what humans sometimes don't naturally do."
The panel that read "no feed yet". Each cell counts clients who hold the service on the left and qualify for the one above it this month.
Plain-English questions, answered from the same rows.
Flagged, then actioned by an adviser, then won. Under half actioned shows amber.
Flags with no outcome logged, oldest first.
| Client · next service | Adviser | Age |
|---|
Every flag across the group. Each adviser only sees their own list, in Teams. Open a row for the reason and the draft.
| Client · why now | Area | Next service | Adviser | Status | Record |
|---|
Businesses outside Prime's book with a reason to talk now. Watching biotech and life sciences, real estate agencies and franchisors, and medical devices.
| Business · what happened | Source | Next |
|---|
Nothing new to log into. On Monday morning each adviser gets their clients for the week in Teams, and one tap opens a ready-written email in Outlook. Logging what happened takes one tap, and it's what feeds your growth page.
Nothing here replaces a system your teams use today, and nothing writes into Salesforce. The engine reads exports from the tools you already have, does the work in the Microsoft 365 setup we've built for your dashboard, and delivers through Teams and Outlook. Select any part to see what it does.
Read-only scheduled exports. Nothing writes back to them.
Inside Prime's Microsoft 365. Already in place for the dashboard.
Prime's rules pick the clients. AI writes the reason and the email.
No new logins for advisers.
Each path comes from a client journey you described on the call. For the investor path, we've used Stock Doctor members as the starting point. For each client, the engine works out which step they're on and tells the adviser when the next one is due.
Biotech and life sciences businesses that already use Prime for their R&D tax incentive.
Typical signals: claim lodged, capital raise announced, grant awarded, headcount growing, revenue up on last year.
High net worth investors already paying for Prime's research, many doing it themselves.
Typical signals: plan upgrade, portfolio size growing, retirement age approaching, a question about super or structures.
Agencies and franchisors who need forecasting themselves, and whose clients need loans.
Typical signals: new offices or franchisees, leadership change, market movement in their region.
Each of these is measured from Prime's own data and shown on your dashboard.
The share of flagged opportunities advisers act on. We track it from week one, so if a list isn't being used you'll see it straight away.
Products held per client rising, division by division, alongside services won and revenue from the existing book.
We start with one division and prove it works on real clients. We only move to the next stage once the last one is working.
Start where the client journey is clearest, likely R&D into virtual CFO.
Add the other divisions and the Stock Doctor members.
Start watching public news for one industry you pick, and follow up every lead fast.
Prime's advisers and compliance team stay in control of every client conversation.
The system drafts and reminds. It never contacts a client on its own.
Drafts start from approved templates. They stick to facts and ask for a conversation. They don't give advice.
Everything runs inside Prime's Microsoft 365. Salesforce and the other source systems are read-only, and nothing writes back to them.
Advisers see exactly which facts triggered a suggestion and where each one came from.