The reliable spine
The non-AI spine is the source-linked workflow: clean records, rules, calculations, integrations, exception queues, approvals and reporting for Hold and win principal appointments.
Distribution & Trading
Hold and win principal appointments
Growth depends on holding and winning principal appointments, and the principal judges the distributor on sell-through, scheme compliance, fill-rate and the ROI he earns on his money. Yet the appointment pitch is a stale presentation rebuilt by hand, the scorecard is invisible until the principal's regional manager shows it, and a renewal is walked into without the numbers in hand.
Who has it
The signature case is FMCG distributors, where the appointment is the whole game; it also covers pharma principal appointments for pharma distributors and the multi-principal side of general wholesalers.
What we build
A lightweight principal tracker (terms, scheme history, targets, claims outstanding, the ROI story) plus a one-screen distributor scorecard fed from the back-office systems, so an appointment or renewal pitch is assembled from live data in hours, not a stale deck rebuilt over a weekend. The "true ROI per principal" view (margin after credit cost, dead-stock cost and expiry) sits in the talk-to-your-data dashboards and feeds this.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to bounded reading, extraction, matching, clustering or drafting from the firm's own data for Hold and win principal appointments; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
The distributor walks into a renewal with the numbers on his side; the scorecard is a managed number, not a surprise; appointments are won and held on evidence.
Illustrative outcome
More appointments held and won; a faster, evidence-backed renewal cycle. Illustrative; final numbers come from your own data.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
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What tends to pair with this one.
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