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Event follow-up
Fintech event follow-up while the handshake is still warm.
Midsummer is the AI revenue department for fintech companies, built for a buyer who audits vendors for a living. It runs event follow-up as a department: read, drafted, approved, logged.
How does event follow-up work for fintech companies? Every event ends with a list and good intentions, and the list has a half-life. The note sent on day two starts a conversation; the note sent on day fourteen is archaeology. The team comes home to a full inbox and the list goes cold. Hand Midsummer the list. Each account gets read, the draft references the real conversation and the account's context, and your team approves every send. Replies are worked in-thread until they reach a meeting or an honest close.
The problem
Every event ends with a list and good intentions, and the list has a half-life. The note sent on day two starts a conversation; the note sent on day fourteen is archaeology. The team comes home to a full inbox and the list goes cold.
How the department runs it
Hand Midsummer the list. Each account gets read, the draft references the real conversation and the account's context, and your team approves every send. Replies are worked in-thread until they reach a meeting or an honest close.
The working law
Whatever the page, the working law does not change: every external message waits as a draft until a person approves it, and every action is logged with its source so you can open it and check.
Common questions
How fast does it move?
The reading and drafting happen overnight or as replies land. The send happens when your person approves it. Speed lives in the preparation, not in skipping the approval.
Does it sound like a template?
No. Every draft is written from the account's own record: what they said, what changed, why now. A person reads it before it leaves, which is the second check.
What can we read afterwards?
Everything. Open any action and read what ran, what it said, and what came back, with the source attached.