On Demand
Ask Your CRM Anything: Live Demo of Affinity's New AI Features
Get an inside look at Affinity's latest launch — instant deal intelligence, deeper relationship visibility, and enterprise-grade security.
The way dealmakers access and act on information is changing. Join us for an inside look at what's new in Affinity AI — and get early access to our AI chat beta, a conversational interface that lets you ask your CRM anything in plain English. We'll also walk through our hosted MCP server, launching this spring, which connects your deal intelligence to Claude, Gemini, and Copilot. Whether you're getting meeting briefs before your next partner call, pulling deal comps mid-conversation, or feeding live CRM data into the AI tools your firm already runs, this is Affinity becoming the AI backbone of your firm.
What You'll Learn:
- How Affinity AI prepares you for any meeting in seconds — deal history, relationship context, key contacts, and warm intro paths, generated automatically before you walk in the room
- How to chat with your entire CRM in plain English — pull deal comps, find relationship paths, and get answers about your pipeline without filters, exports, or dashboards
- How to make Affinity the data layer for every AI tool your firm already uses, including Claude, Gemini, and Copilot
- How to sign up for early access to the AI chat beta
Presenters
The way dealmakers access and act on information is changing. Join us for an inside look at what's new in Affinity AI — and get early access to our AI chat beta, a conversational interface that lets you ask your CRM anything in plain English. We'll also walk through our hosted MCP server, launching this spring, which connects your deal intelligence to Claude, Gemini, and Copilot. Whether you're getting meeting briefs before your next partner call, pulling deal comps mid-conversation, or feeding live CRM data into the AI tools your firm already runs, this is Affinity becoming the AI backbone of your firm.
What You'll Learn:
- How Affinity AI prepares you for any meeting in seconds — deal history, relationship context, key contacts, and warm intro paths, generated automatically before you walk in the room
- How to chat with your entire CRM in plain English — pull deal comps, find relationship paths, and get answers about your pipeline without filters, exports, or dashboards
- How to make Affinity the data layer for every AI tool your firm already uses, including Claude, Gemini, and Copilot
- How to sign up for early access to the AI chat beta
