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7 Savoy Court, London, WC2R 0EX
Email: contact@relata.ai
Relata can help you track, explore and improve your client relationships with our first-class dashboards, or by enriching your existing CRM.
Our dashboard experience makes it easy to understand how contacts are interacting with your emails, explore your organisation's network, see how relationships are changing and view insights to strengthen your network.
Explore our easy-to-use dashboards
Our APIs automatically populate contact details, contact activity and relationship stats into your CRM, so you no longer have to rely on your colleagues for manual input.
Explore our powerful APIs
Our proprietary, industry-trained NLP models can extract topics and themes from your emails, helping insurers to identify submissions, financial institutions to identify stocks and funds or lawyers to identify specific bills - if you can imagine it, we can identify it.
Explore our NLP & Smart AI
Relata leverages leading edge technology to solve some of the pivotal problems in insurance: Who knows whom? How are my relationships evolving? Are we servicing our clients as well as we should be? Are we tracking all of our submissions?
All of this is solved automatically, without anyone having to manually enter any data into a system.
I know from my own experience that this solves a big stumbling block that used to lead to missed opportunities and terrible data.
Their intelligence technology has provided Jupiter with an innovative data capture tool, a tool which has rapidly become an essential asset to the development of Jupiter’s BAU process.
Our integration was quick, efficient and supported by consistent communication between senior representatives and internal users. We were quickly able to derive meaningful insights from our myriad relationships and act on these swiftly, providing us with the opportunity to develop quick and measurable MI to display the business impact.
In our second month of usage one Account Manager closed more than 70,000 USD in business by using Relata data.
Simply put, the ROI of Relata is unrivalled.
Relata has allowed us to gain immediate insights into our broker relationships and how well we service them.
Their automated approach has replaced burdensome and inefficient manual processes - stuff nobody in our company wants to do...
There is no problem too large for the Relata team to undertake, including the integration into our high-security technology stack.
We are always looking for the best technology solutions that can deliver value to our business. We chose Relata because of its new automated approach to understanding client interactions and have been amazed by the insights it produces.
Almost 10 x more client data captured than our traditional CRM workflows with zero disruption to any client facing staff, whilst delivering continuous insights to our sales and management teams. Both parts of the business win.
We've spent a small fortune on our CRM, and the data quality has been terrible.
Using Relata's APIs, we've been able to improve the data quality tenfold, and reduce the need for our team to enter contacts, emails and meetings. It's certainly made them happy!
