AI-Powered Sales Intelligence with Google Cloud & Salesforce
Financial Services
What They Were Facing
Atlas, a mid-market investment advisory firm with 300+ relationship managers, had rich but fragmented data across Salesforce, market feeds, custodian platforms, and internal research documents. RMs spent hours manually preparing for client meetings by searching through disconnected systems. The firm had no predictive capabilities for identifying cross-sell opportunities or anticipating client needs, and leadership lacked a unified view of revenue drivers across the business.
How We Solved It
AQBEE built an AI-powered sales intelligence platform on Google Cloud integrated with Salesforce. BigQuery served as the unified analytics warehouse, ingesting data from Salesforce via scheduled and real-time MuleSoft sync, market data APIs, custodian feeds, and internal document repositories. Vertex AI models were trained to predict client product propensity, optimal meeting timing, and portfolio rebalancing triggers. Google Cloud Natural Language API processed research notes and meeting transcripts to extract action items and client sentiment. Looker dashboards provided RM-level performance analytics and leadership roll-ups. All AI insights were pushed back to Salesforce via MuleSoft, appearing in the RM console as next-best-action recommendations. Google Workspace integration enabled one-click meeting prep documents generated from BigQuery data.
The Impact
Automated meeting prep with AI-generated client briefs reduced RM preparation time from 45 minutes to under 10 minutes per meeting.
Vertex AI product propensity models identified cross-sell opportunities that generated $31M in new assets under management within the first year.
Relationship managers increased client-facing meetings by 38% as AI handled data gathering, analysis, and recommendation generation.
Looker dashboards provided leadership with first-ever end-to-end visibility into which activities, products, and client segments drove revenue growth.
“Our RMs used to spend Monday mornings pulling data from five systems to prepare for the week. Now they open Salesforce and the AI has already prepared their meeting briefs, flagged clients who need attention, and recommended products based on portfolio analysis. AQBEE brought Google Cloud and Salesforce together in a way that genuinely changed how we serve our clients.”
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