A weekly engine that reads Prime's client data and the market, sends each adviser their next conversations in Teams with the draft already in Outlook, and adds a growth page to your command centre so you can see whether it happened. It runs inside Prime's Microsoft 365, and advisers don't get anything new to log into.
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 one Teams message with their clients for the week, and the drafts are already in their 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 its thinking in the Microsoft 365 layer 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 decide. AI explains and drafts.
No new logins for advisers.
Each path follows a client journey you described on the call. The engine knows where each client sits on the path and flags the next step when the timing's right.
Biotech and life sciences businesses that already trust Prime with 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.
The value is measured in Prime's own numbers, and it all lands on your dashboard, so nobody has to argue about whether it's working.
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.
One division first, proven on real clients, before it touches the rest of the group. Each stage has to earn the next.
Start where the client journey is clearest, likely R&D into virtual CFO.
Extend the same engine to the other divisions and the Stock Doctor member base.
Turn on market signals for the vertical you pick, with fast follow-up on every lead.
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 and stay factual, opening a conversation rather than giving 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.