AccountIQ
AI-powered Account Intelligence at LinkedIn
Project Overview
Developed a comprehensive AI-powered account research platform that generates detailed company insights and strategic summaries for enterprise sales teams, reducing account research time from hours to seconds.
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Key Features
RAG (Retrieval-Augmented Generation) pipeline using vector databases (Pinecone/Chroma)
LangChain framework for document ingestion and prompt orchestration
Multi-modal data processing integrating CRM and financial APIs
Dynamic company profiling with strategic priorities and financial health
Real-time data synthesis combining first-party CRM with third-party intelligence
Contextual insight generation using few-shot learning and chain-of-thought prompting
Multi-tenant SaaS architecture with role-based access control
API integrations with Clearbit, ZoomInfo, and SEC EDGAR
Challenges Solved
- Implementing sophisticated RAG pipeline with vector similarity search
- Processing and synthesizing multi-modal data sources in real-time
- Building scalable multi-tenant architecture for enterprise customers
- Ensuring accurate context retrieval from large document collections
- Integrating diverse third-party APIs while maintaining performance
Key Outcomes
- Successfully deployed comprehensive AI-powered research platform
- Achieved dramatic reduction in account research time for sales teams
- Built scalable SaaS architecture supporting enterprise customers
- Implemented advanced RAG workflow with LangSmith monitoring