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Lead generation AI agents for investment banking

Maximize your outreach and engage with potential clients through advanced AI automation tailored for investment banking professionals.

Get your AI agent

Trusted by over 100,000 high-performing companies

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Transform how you identify investment opportunities with Glide's AI Agent

Our lead generation AI agents cater specifically to investment bankers, helping analysts and associates by automating data collection and prospect research. By handling repetitive tasks, these AI agents allow professionals to concentrate on high-stakes negotiations, client relationship building, and strategic decision-making, enhancing overall productivity while ensuring that human expertise remains at the forefront of the process.

Get your AI Agent

1

Engage with your AI partner

Connect with your AI partner to discuss your specific needs and objectives for lead generation.

2

AI agent automates prospect research

The AI agent automates data collection and prospect research, freeing you to focus on strategic tasks.

3

Review and validate AI-generated leads

Validate and refine AI-generated leads to ensure accuracy and relevance before taking action.

AI agents ready for generating high-quality leads

Drive targeted connections in investment banking with precision and intelligence for optimal results.

Get your AI Agent
Fully managed service

Meet the companies using high-
performing AI agents

See why they chose Glide
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

Innovative Logistics generated $1 million in sales with an AI logistics agent

Read their story
MintLeads
MintLeads

MintLeads

MintLeads closes 3x more deals with an AI sales agent

Read their story
Build-360

Build-360

Cut time spent on customer updates by 90%

Read their story
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

Innovative Logistics generated $1 million in sales with an AI logistics agent

Read their story
MintLeads
MintLeads

MintLeads

MintLeads closes 3x more deals with an AI sales agent

Read their story
Build-360

Build-360

Cut time spent on customer updates by 90%

Read their story

How to get your AI agent

Glide provisions custom AI agents for your investment banking business in a matter of weeks.

1

Get a free quote in days

Meet with the Glide team to discuss your standard procedures, goals, and timeline. Within days, you’ll receive a detailed quote for free.

2

We provision your AI agent in weeks

We’ll work with you to train and integrate your AI agent, incorporating your feedback and providing updates with a Glide Customer Success Manager.

3

Deploy and iterate whenever you want

We launch your fully tested AI agent, providing ongoing maintenance and support throughout your agent’s life.

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What are AI agents?

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Leader Fall 2024
Leader Small Business
Leader Mid-Market
Leader EMEA
Users Love Us

Frequently asked questions

Every business needs high-
performing AI agents

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