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Financial and Investment Services

Empower Teams, Win Faster

Akooda surfaces hidden insights to fuel smarter financial decisions.

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Close Deals Faster

Akooda surfaces hidden opportunities in emails & documents. Quickly assess deals and seize the best ones.

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Gain Portfolio Insights

Analyze all communication across platforms. Identify trends, risks, and sentiment to make informed decisions.

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Strengthen Client Relationships

Get a 360° client view. Personalize service with past conversations & preferences.

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Boost Post-Investment Learning

Facilitate knowledge sharing. Portfolio managers effortlessly access past discussions & research.

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Find Internal Experts

 Identify the right people for deals or client needs. Leverage past project communication for optimal resource allocation.

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Seamless Deal Team Collaboration

Centralize communication & documents. Create a single source of truth for streamlined collaboration.

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Project Management

Unlock strategic engineering oversight, bug reduction, knowledge optimization, and share of attention for efficient and impactful project delivery

Operations Teams

Empowering businesses through enhanced efficiency, employee productivity, and strategic resource allocation

Revenue Teams

Drive operational excellence to achieve shorter sales cycles, improve customer retention and increase upsells

Executives

Elevate Decision Velocity, Boost ROI, and Ignite Productivity

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