Develop opportunities that match your specialism.
Define the businesses and decision-makers your services are designed for. Connect prospect research, qualification, meeting setting and follow-up into a focused growth system.
INDUSTRIES / BUSINESS & TRANSACTION ADVISORY02.3 / BUSINESS & TRANSACTION ADVISORY
Reach the right clients.
Build on your expertise.
Connect prospect development with custom assessment tools, report engines and client platforms designed around the services your firm delivers.
Discuss your prioritiesA CONNECTED WORKFLOW
From qualified client to adviser-reviewed delivery.
Explore the information, tools and responsibilities behind each step.
Prospect qualification
Prospect qualification.
Identify businesses and decision-makers suited to your expertise.
- START WITH
- Ideal client criteria
- PREPARE
- Qualified prospect
Illustrative workflow · No live client data
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Turn your methodology into a custom delivery tool.
Build structured assessments, agreed scoring frameworks and AI-assisted report preparation around your firm's methodology. Connect findings to the supplied evidence and give advisers the controls to interpret and approve the output.
Keep the client connected from assessment to action.
Give clients a clear way to submit information, receive approved reports and follow the action plan. Connect the experience to the advisers responsible for the engagement.
Understand and coordinate your delivery process.
Track assessment completion, review status and outstanding client actions. Give the team visibility into work in progress and the preparation effort across engagements.
PROFESSIONAL RESPONSIBILITY
Designed around your team.
Directed by your expertise.
Your firm defines the methodology and professional interpretation.
Explore our approachPRACTICAL QUESTIONS
Clear answers.
A useful starting point.
How can custom AI systems support Business & Transaction Advisory firms?
Sethz designs tools around prospect research, advisory assessments, report preparation, client portals and delivery coordination. We connect the information, systems and responsibilities needed for the agreed workflow.
Can the system fit our existing process?
We begin with your process, available data and existing platforms. Supported integrations and custom components are scoped around your team’s responsibilities, access requirements and intended outcomes.
Who reviews the outputs and makes decisions?
Your firm defines the professionals responsible for reviewing and approving outputs. AI supports preparation and analysis; financial decisions and client advice remain with your team.
LET’S BUILD WHAT’S NEXT
Build the systems
behind your next priority.
Discuss client development, an advisory tool or a connected delivery platform with Sethz.
Discuss your priorities