AI-Powered Prospect Intake for Financial Analysis PracticesAI-Powered Prospect Intake for Financial Analysis Practices
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👋 I built Your Part-Time Analyst in Lovable to help a small financial analysis practice qualify prospects and prepare better first meetings. Visitors talk with Charlie, our AI enabled analyst, about their business, goals, and available data before scheduling 📆 The conversation becomes a brief for the business to review—reducing back-and-forth and letting both sides spend the meeting on the actual problem 🚀
The booking experience also introduces the larger service: a company-specific analyst that learns the business through ongoing conversations🗣️and reviewed professional guidance. The attached walkthrough shows the intake and booking journey, plus a fictional company demo with financial analysis and analyst chat. 🔍 Explore it at https://yourparttimeanalyst.com/ 📈 Challenge overview: https://yourparttimeanalyst.com/overview
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started