100% Call Coverage for a Sales Team
Wealth ManagementScoring every sales call automatically and routing unanswered questions into a shared knowledge bank, for a wealth-management sales team with no VP of Sales.
Overview
A US SEC-registered investment advisor running a private-deals sales motion had no VP of Sales to coach its reps, and the only coaching that existed was one call a day reviewed by the CEO in person. Canvas Labs Partners built a suite of AI agents that scores every call automatically and routes unanswered prospect questions into a shared, compounding knowledge bank.
5% to 100% call coverage
a 20x increase, with no added headcount
~240 CEO hours returned a year
time that used to go into reviewing one call a day
Knowledge bank compounds automatically
unanswered prospect questions routed to the team and banked for reuse
Challenge
A private-deals sales team had no VP of Sales to coach or systematise the process, so coaching fell to the CEO, who could review only one call a day out of many, in a single hour-long session. The business also sold into financial products complex enough that reps and prospects alike needed real education, and new deals arrived often enough that nobody could hold full knowledge of what was currently being raised for.
Solution
Canvas Labs Partners built a coaching agent that sits in on every sales call, transcribes it, and scores the rep against the team's own internal framework. Every call gets a report on what went well, what fell short, and what to do next, with escalation to leadership only when a rep is consistently underperforming or the gap sits in the material itself.
A separate objection-handling agent captures the questions prospects ask that nobody on the call could answer, then routes them to the team afterward to be resolved and agreed together. Every resolved question is banked into a shared knowledge base, so the next rep who hits the same question already has an answer ready.
Two more agents round out the suite: a closed-lost analysis agent that reads everything the team holds on a dead deal and proposes a rescue path rather than a diagnosis, and a prioritisation layer that auto-generates each rep's task list, ranked by urgency, deal value and deadline, alongside forecasting and call-quality dashboards for leadership.
Results & benefits
Call coaching coverage went from 5 percent to 100 percent, a 20x increase, without adding headcount: every call now gets a report instead of one in twenty being reviewed in person. That freed roughly 240 hours of CEO time a year, time that used to go entirely into listening to and critiquing a single call a day. The knowledge base behind the objection-handling agent compounds with every resolved question, so the team's grip on what it can confidently tell a prospect gets stronger with each new deal rather than resetting every time one closes.
Customer
US SEC-registered investment advisor
Services
- Agentic AI consulting & development
- Sales enablement & coaching automation
- Knowledge management & objection handling
Tech stack
About us
Canvas Labs Partners is a software consulting team that designs and ships production agentic AI systems: multi-agent pipelines, tool-calling architectures, and human-governed automation, together with the trading infrastructure, blockchain, mobile, and product engineering those agents plug into. We publish our work as a case ledger rather than a portfolio, so every claim on this site links to the engagement behind it. Engagements follow the same four-step discipline, Map, Bound, Instrument and Govern, whatever the stack, and every entry in the ledger carries a result we are willing to be measured against.
Delivered individually, in a prior role, by one of Canvas Labs Partners’ founding team members. Not by the firm itself.
Have a system like this one?
We built this one end to end. If you are facing something similar in wealth management, book a free discovery call and we will tell you what it would take.