Roman Vintfeld

Three areas of work run through the professional life of Roman Vintfeld: sales and marketing in financial services, the application of artificial intelligence and machine learning to business operations, and humanitarian response. A New York-based business executive, Roman Vintfeld is also known in parts of his professional record as Roman Vinfield. Financial services is where much of his career has taken place. Roman Vinfield has experience in business and consumer lending, merchant cash advance, payment processing, wealth management, mortgages, credit services, and debt consolidation. When he entered the financial technology sector, he brought a background in digital marketing, lead acquisition, and enterprise sales systems. The common purpose across that work has been building and scaling sales and marketing organizations. His interest in artificial intelligence took practical form inside his own business. Operating a merchant cash advance company, Roman Vinfield adopted Conversica's AI sales assistant technology and lowered his customer acquisition costs by 85 percent. From that result, he recognized a problem common to direct lenders and brokerages: ensuring that each lead received consistent and persistent follow-up. He founded AI Assist to extend that approach to the wider financial services market, and Roman Vinfield served as the company's President beginning in 2016. In partnership with Conversica, AI Assist launched the Conversica AI Sales Assistant for financial services. The service targeted alternative finance companies, merchant cash advance lenders and brokers, mortgage lenders and brokers, merchant processors, equipment leasers, debt consolidators, and student loan providers. Its job was to follow up on leads and incomplete funding applications automatically, respond when customers replied, and alert a salesperson when a prospect was ready to go further. Roman Vinfield was a speaker at B2B LeadsCon in New York in August 2017.