Qualified meetings
Business customers aligned with your commercial financial-services offering. Qualification standards are agreed together.
Industries / Commercial finance & banking
Reach the businesses your commercial team wants to meet.
Managed B2B appointment setting for commercial finance & banking businesses. Explore whether your offer and target market are a fit.
The work between you and growth
You have a business
to run.
Relationship building takes time. Your team needs room for useful business conversations while continuing to serve existing accounts.
AIVA handles the work before the sales conversation, so your team can focus on the opportunity in front of them.
What you receive
Meeting intelligence
Get company context and the reason for the meeting. Financial advice, suitability, underwriting, and product decisions remain with your qualified team.
One accountable partner
A managed engagement, a clear review cadence, and visibility into progress.
Your team stays in charge
We get you to the meeting.
You take it from there.
You own the relationship, the proposal, and the close. Your engagement is built around your offer and the buyers you want to reach.
Reviewed personally by Austin or Michael. No obligation.
Built around your business
Put your market on the calendar.
Tell us what a worthwhile sales conversation looks like for your team.
Reviewed personally by Austin or Michael. No obligation.