DEX ingests your call transcripts and produces psychological profiles, closing playbooks, rep coaching, and auto-populated CRM records. Here's exactly what it does.
One call. Six layers of intelligence. Zero manual entry.
Call ends. DEX receives the transcript and begins dissecting every word—tone, content, hesitations, questions asked, objections raised.
Hot buttons, fears, decision style, trust level, barriers to close. A complete psychological profile auto-generated from what the prospect actually said.
Custom closing strategy with exact talking points, urgency triggers, emails to send, rapport suggestions, and things to avoid. Unique to this prospect.
Prospect details, account info, family, work history, score, action items—all written to the CRM. Your reps never type a note again.
Most CRMs tell you a name and a phone number. DEX tells you what makes this person tick—what they fear, what excites them, how they make decisions, and what will make them say yes.
All extracted from what they actually said on the call. Not guesses. Not templates. Real psychological intelligence.
Hot Buttons & Fears
Inflation anxiety, retirement security, tax concerns, family obligations—DEX identifies what keeps your prospect up at night and what gets them leaning forward.
Decision Style
Analytical and data-driven? Emotional and family-motivated? Impulsive? Cautious? DEX maps how this person makes decisions so you can speak their language.
Trust Level & Barriers
Needs spouse approval. Burned by a previous advisor. Uncomfortable with large commitments. DEX surfaces the real blockers so you address them head-on.
Prospect Score (out of 200)
Every prospect gets a score with detailed rationale. Know exactly where they stand and what it would take to move the needle.
Prospect
Michael Thompson • $150K 401k, $80K IRA • Spouse: Jane • Daughter starting college Fall 2026 • 22 years at Boeing, early retirement eligible
Hot Buttons
Inflation eroding retirement purchasing power. Tax-advantaged growth. Wants to leave something for daughter. Jane worried about market volatility.
Decision Style
Analytical—needs data and comparisons before committing. But emotionally influenced by family security concerns. Will defer to Jane on final decision.
Score: 145/200
Strong interest and financial capacity. Deducted for spouse approval barrier and hesitancy around large asset moves. High close probability with proper spouse inclusion strategy.
DEX doesn't just tell you about the prospect. It tells you exactly what to do next.
Lead with family security angle. Present a spouse-inclusive plan that positions the move as protecting Jane and their daughter's future—not a risk, but a safeguard.
Daughter's college timeline creates natural urgency. Inflation data personalised to their portfolio size. Tax year deadline for IRA rollover advantages.
Comparison email: current 401k fees vs. proposed structure. Case study email: similar family profile who made the move. Both drafted and ready to review.
Don't overemphasize urgency without supporting data—Michael is analytical. Avoid pressure tactics—lost trust with previous advisor. Don't sideline Jane's concerns.
Ask about daughter's college plans—strong emotional driver. Reference Boeing pension structure to show industry knowledge. Acknowledge Jane's caution as smart, not obstructive.
Follow-ups and appointments auto-booked at the right time. Thursday 2:00 PM—after Jane reviews materials. Every calendar event arrives pre-loaded with the full prospect dossier, closing strategy, and rapport intel. Your rep opens the appointment and knows exactly what to say.
DEX analyzes your reps' performance on every call—speaking time distribution, question-to-statement ratios, close attempts, objection handling. Then it delivers coaching based on proven methodologies.
Speaking time split: Were they listening or lecturing?
Question-to-statement ratio: Curious or pushy?
Close attempts vs. successful closes: Timing right?
Objection handling: Did they validate before rebutting?
Specific coaching with examples from the actual call
AI Coaching Note
"After Michael raised the spouse approval objection, you moved to rebuttal too quickly. Lean into emotional validation first—acknowledge that including Jane is smart, not an obstacle. Then pivot to the spouse-inclusive strategy. Reference Belfort's 'looping' technique: agree, redirect, re-close."
Every detail from the call—prospect info, accounts, family, objections, action items—auto-populates. Your reps sell. DEX does the data entry.
Name, accounts, family members, work history, financial details—all extracted from conversation and written to the record automatically.
Hot buttons, fears, decision style, trust level, barriers—stored on the prospect record and updated with every subsequent call.
200-point score with detailed rationale. Scores update after each interaction as DEX learns more about the prospect's readiness.
Closing strategies, emails to send, rapport suggestions, things to avoid—all attached to the prospect and visible before every call.
Appointments and follow-ups auto-booked at optimal times with full context attached. Your rep opens the calendar event and gets the prospect's psych profile, closing strategy, and rapport intel — ready to close before they even dial.
Speaking metrics, coaching notes, and improvement trends tracked per rep. Managers see who's improving and who needs help.