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Average Ratings 0 Ratings
Description
Orbit is a sophisticated financial intelligence platform driven by artificial intelligence, designed to convert both unstructured and structured financial data into precise, transparent, and scalable insights. It merges a state-of-the-art AI Studio with an extensive repository containing millions of documents related to thousands of global companies, facilitating the automation of workflows and simplifying intricate research processes. By leveraging advanced AI models alongside pre-configured analytical tools, Orbit enhances areas such as competitor intelligence, due diligence, risk and compliance assessment, earnings analysis, investment research, and ESG evaluations, enabling in-depth analysis on a large scale. The platform’s flexible architecture features various components, including Orbit Insight for informed decision-making, AI-optimized knowledge bases for extensive financial content, and tools that efficiently standardize and manage diverse data inputs. Users benefit from capabilities such as semantic search and chat, automated data extraction, the creation of personalized knowledge bases, and the deployment of analytical agents, ensuring a comprehensive approach to financial analysis. Additionally, Orbit's design prioritizes user experience, making it accessible for professionals at all levels.
Description
Our specialized Agentic AI Sales Operating System is designed specifically for enterprises engaging in consultative sales to enhance their sales workflows and achieve improved results more swiftly. Featuring three robust and seamlessly integrated modules—accountOS, knowledgeOS, and rfpOS—OrbitShift supports the entire deal cycle effectively. It enables sales and pre-sales teams to pinpoint high-value accounts, acquire pertinent insights about accounts and contacts, craft highly personalized messages and emails, create relevant content for discussions and presentations, and automate responses to RFPs and RFIs. Ultimately, OrbitShift revolutionizes the methods by which sales teams develop their pipelines, nurture leads and deals, and finalize sales.
Our platform delivers remarkable results—achieving 2-3 times the pipeline growth, a 1.5-2 times increase in deal participation rates, and a 20-30% enhancement in win rates, all while providing exceptional efficiency gains of 60-70% in areas such as account and people research and RFP response generation through its agentic workflow. Moreover, the comprehensive capabilities of OrbitShift ensure that sales processes are not only efficient but also scalable, allowing teams to adapt and thrive in a competitive environment.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Adobe Acrobat Reader
Claude
FactSet
Pricing Details
$101.38 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Orbit
Founded
2015
Country
United Kingdom
Website
www.orbitfin.ai/
Vendor Details
Company Name
OrbitShift
Founded
2023
Country
United States
Website
www.orbitshift.ai/
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Product Features
RFP
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management