Proactive client outreach is the lifeblood of every professional services firm--and a constant pain point. Partners don't have time for it. Generic email blasts aren't effective. Personalized outreach requires manual research across hard-to-use systems with unreliable data.
MyMai changes all that. Our AI platform automatically alerts you to client/prospect outreach opportunities. It helps you find the right people, shows you their relationships to your firm, and drafts correspondence that delivers your firm's best insights on their top-of-mind issues.
The result? Deeper relationships, more conversations and fresh opportunities to serve new clients and cross-serve existing ones.
Personalized client outreach at scale.
MyMai analyzes your data (CRM, email, etc.) and external sources (news, capital markets, etc.) to determine what's top-of-mind for your clients. Our Generative AI engine curates your most relevant insights and experts and delivers your best thinking on your clients' top issues.
Email nudges alert you when there's an opportunity to engage a specific client on a topic of urgent interest.
AI-powered search exposes all your client relationships and touchpoints in one user-friendly interface.
GenAI drafts personal notes that deliver your best insights on the issues that matter most to clients.
Dynamic heat maps show you which clients you're reaching and where you need to step up your efforts.
AI agents inspect your client data for anything that may be missing, out-of-date, or just plain wrong.
Michael is a tech entrepreneur, management consultant and B2B marketer. He spent 15 years with McKinsey & Company, where he held global leadership positions in knowledge technology, solutions marketing, CRM, and email marketing. He has also held CMO and CCO roles with venture-backed startups Socialtext and PeopleLinx.
Jeff is a technology executive and expert on data science and AI. As a tenured professor at Syracuse University, he "wrote the book" on data science collaboration and project management. Jeff holds several patents, is a founding member of the Data Science Process Alliance and has held CTO roles at JP Morgan Chase and Goldman Sachs Ventures.
We come from the world's leading services firms. From the very start, we built MyMai for top-tier professional services firms.
Client in-boxes are stuffed with generic newsletters. MyMai cuts through the noise by delivering focused insights that speak to each client's unique situation.
MyMai's natural language interface treats partners like human beings. No wonky dashboards, spreadsheets, or Boolean search logic to wade through.
Photo credit: Marco Verch via Flickr
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