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Equipping investment advisers with AI toolkits and tutorials for faster, smarter FDI success
Boost your FDI BD with Gen AI
Select a GPT to generate FDI BD insights, save time and increase your competitiveness.
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AI Tool Descriptions
1
FDI BD Toolkit GPT
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Best practice tips for BD meeting preparation
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Consultative selling questions and follow-ups
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Simulated target client meeting dialogue
2
FDI Client Presentation Toolkit GPT
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Checklist, best practice and value proposition tips
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Presentation template and suggestions
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Presentation assessment and recommendations
3
FDI Client Profiling Training GPT
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Client investment decision making scenario challenge
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Response assessment and recommendations
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Reflective learning and additional challenges
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