Pitch Compass
A prototype AI copilot that helps bank sales advisors understand business clients and choose next steps.
- Status
- Prototype
- When
- Oct 2026
- Role
- Built at work
- Area
- Professional work
In plain English
Pitch Compass is a prototype copilot for treasury-banking sales advisors. It sorts business clients into archetypes, guides the advisor through a discovery conversation, and returns ranked product recommendations and follow-up actions. A live panel shows each agent step as it happens, next to pipeline analytics and an admin area for rules, change requests and governance.
How it works
- Sort each business client into an archetype.
- Guide the advisor through a structured discovery conversation.
- Return ranked product recommendations and follow-up actions.
- Show every agent step live in a side panel.
- Give admins pipeline analytics and controls for rules, change requests and governance.