Agent Blueprint
6 specialized modules that together form ARIA — each engineered to solve specific, identified problems in IDA's marketing operations.
ARIA
Account & Revenue Intelligence Agent · Intellect Design Arena
ARIA is a multi-module autonomous AI agent that continuously monitors the global banking ecosystem, scores opportunities in real time, generates hyper-personalized content, briefs sales teams before every meeting, proves marketing attribution across long sales cycles, and identifies expansion revenue within existing accounts — all without human intervention.
Signal Monitor — The Watchman
Continuously scans 500+ global sources — news feeds, LinkedIn, central bank websites, regulatory portals, and competitor press releases — extracting and classifying buying signals relevant to IDA's product portfolio.
- › Bank announces digital transformation initiative or core modernisation program
- › New CIO / CTO / CDO appointed at a target institution
- › Central bank issues new regulation requiring technology system upgrade
- › Competitor bank loses major client (negative press or analyst coverage)
- › Target bank receives new banking licence or announces geographic expansion
- › Existing core banking vendor receives poor analyst ratings or customer complaints
- › Bank announces merger, acquisition, or major strategic pivot
- Google News API
- LinkedIn Sales Navigator alerts
- Central bank RSS feeds (RBI, Fed, ECB, MAS, SAMA, etc.)
- Competitor website monitoring (Temenos, Oracle, FIS, Finastra)
- Gartner / Forrester report mentions
- Structured signal feed with 50+ new signals per day
- Severity-scored and categorised alert stream
- Account activation triggers for Scorer module
Account Scorer — The Brain
Takes all detected signals and calculates an Opportunity Score (0–100) for each target bank account. High-scoring accounts are classified as HOT and immediately escalated to the marketing and sales pipeline.
- › Digital transformation announcement → +30 pts
- › New CIO or CDO hired → +25 pts
- › Regulatory compliance deadline → +35 pts
- › Competitor negative news or client loss → +20 pts
- › IDA geographic expansion market match → +20 pts
- › Bank growth event (acquisition, IPO, new licence) → +20 pts
- › Existing client showing expansion signals → +15 pts
- Signal Monitor real-time output
- CRM account master list (Salesforce / HubSpot)
- IDA product–market fit matrix
- Geographic expansion priority list
- 0–100 Opportunity Score per account updated daily
- HOT / WARM / COLD / DORMANT account classification
- Priority-ranked account watchlist for sales and marketing
Content Engine — The Writer
Using the account profile, detected signals, and IDA's product library, auto-generates personalized content assets in IDA's brand voice — all in under 10 minutes, all ready for human review before use.
- › Personalized outreach email tailored to bank size, geography, and signal context
- › 1-page Account Intelligence Brief for pre-meeting preparation
- › Suggested product fit narrative with specific eMACH.ai or Purple Fabric positioning
- › Competitive battlecard customised for the account's region and situation
- › LinkedIn engagement message for the specific decision-maker (CIO, CFO, CDO)
- › Campaign content recommendation with timing and channel suggestions
- Account profile and opportunity score
- Detected signal context and category
- IDA full product catalogue (eMACH.ai, Purple Fabric, iGCB, etc.)
- Brand voice and tone guidelines
- Past winning email copy and case study library (RAG)
- Personalised email drafts ready for rep review
- Account intelligence briefing packs
- Campaign asset suggestions with channel recommendations
- Sales one-pagers specific to each account's situation
Sales Bridge — The Connector
Automatically pushes HOT account alerts to the assigned sales representative via Slack or email with a complete context pack — signal reason, account behaviour summary, product recommendation, talking points, and case studies — all pre-written.
- › Slack: "🔥 HOT ACCOUNT: [Bank Name] — New CIO hired + digital transformation announced. Score: 87/100"
- › CRM auto-update: opportunity score, signal details, product fit flag created automatically
- › Pre-written talking points grounded in the bank's specific known pain points and strategic context
- › 3 most relevant IDA case studies auto-selected from knowledge base by region and bank type
- › Competitive context: which other vendors are likely pitching this account right now
- Account Scorer output + Content Engine assets
- Salesforce / HubSpot CRM API connection
- Sales rep territory and account ownership mapping
- Slack and email webhook integrations
- Real-time HOT account alert notifications to sales reps
- Fully formatted meeting prep packs
- Automatic CRM opportunity record creation and score updates
- Lead routing and assignment actions
Attribution Tracker — The Accountant
Tracks every single marketing touchpoint across the full 6–18 month sales cycle and builds a multi-touch attribution model that shows — with data — exactly which activities influenced pipeline and revenue.
- › First touch: which campaign or content piece first reached this account
- › Key influence: which content was consumed at the critical decision-making stage
- › Last touch: which activity triggered the meeting request or RFP submission
- › Multi-touch weighted: full journey contribution score per channel
- › Cost per dollar of influenced pipeline by channel and campaign type
- CRM deal stage progression data
- Campaign engagement logs (email opens, ad clicks, event attendance)
- Website visit and content download tracking
- Sales activity and call notes log
- Real-time attribution dashboard for the CMO
- Channel ROI report with pipeline contribution by activity
- Budget reallocation recommendations based on what is actually driving deals
- Board-ready quarterly marketing ROI report with revenue attribution
Expansion Radar — The Growth Finder
Monitors IDA's 200+ existing banking clients for expansion signals and automatically triggers targeted upsell and cross-sell campaigns, turning the existing customer base into the highest-ROI revenue channel.
- › Client has been on core banking for 12+ months but has not adopted Purple Fabric AI
- › Client bank acquired a new subsidiary — a fresh deployment opportunity exists
- › Client's geography enters a new regulatory phase requiring additional IDA capabilities
- › A peer bank in the same market just purchased an additional IDA product module
- › Client NPS score drops or support ticket volume spikes — churn risk requiring intervention
- Product usage and adoption data per client account
- Client CRM records and contract renewal timelines
- Signal Monitor feed filtered for existing client names
- NPS survey results and support ticket data
- Expansion opportunity alerts ranked by revenue potential
- Automatic upsell and cross-sell campaign triggers
- Customer success team action items with full context
- Churn risk flags with recommended intervention playbooks
Technology Stack
- • GPT-4o via Azure OpenAI
- • LangChain Agent Framework
- • RAG Pipeline (IDA Knowledge Base)
- • Prompt engineering with brand voice
- • Google News API
- • LinkedIn Sales Navigator
- • Central Bank RSS feeds
- • Web scrapers (Playwright)
- • Python 3.12 + FastAPI
- • Celery task queue (Redis)
- • PostgreSQL + pgvector
- • Docker + Cloudflare Workers
- • Salesforce CRM API
- • Slack Webhook API
- • HubSpot Marketing API
- • LinkedIn Campaign Manager API