Roman Vinfield entered the Fin-Tech space several years ago, bringing his extensive experience in digital marketing, lead acquisition, and enterprise sales systems with him. Quickly, Roman identified a tremendous pain point for the overwhelming majority of direct lenders and brokerages involved with the marketing and sales of these products: creating an environment to ensure consistent and persistent lead follow up. By building a use case in tandem with Conversica, Roman was able to develop an easily accessible and cost effective method of lead outreach and qualification using technology that, up until that point, had never came across the financial services industry before. AI Assist, founded this year, is now dedicated to bringing the best technology solutions available to Financial Services market, with an emphasis on connecting the Right Opportunities, to the Right People, at the Right Time.
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