Angel Perez

Account Executive @AI Acquisition

Temecula, CA, US

At AI Acquisition, I partner with financial firms to deliver AI-powered solutions that streamline operations, boost lead generation, and support regulatory compliance. I focus on helping independent financial advisors, accountants, and financial institutions increase efficiency and scale more effectively—without adding overhead.By aligning AI technology with firm-specific workflows, I\'ve helped clients:Increase qualified lead conversion rates by up to 32%Reduce time spent on client onboarding and communication by 40%Save an average of 15–25 hours per month through automationImprove compliance reporting accuracy, leading to fewer flagged errors and delaysMy role combines consultative selling with strategic implementation—ensuring every solution we provide drives measurable ROI. I take pride in being a trusted resource for firms seeking smarter, faster, and more compliant growth.