Using annual client reviews to stay informed is retro–but not in a good way

Retain clients and Win new ones with real-time wealth events, life stage and household data

You need more introductions, not more leads.

Tired of weeding through the hundreds of leads you’ve probably paid thousands for? Wasting time trying to qualify or find contact information, when most of those leads are tossed in the figurative trash. And by the time you narrow down to the 2% you keep, the competition may have already beat you to it. 

Aidentified automates the time consuming, repetitive task of enriching and prioritizing inbound leads allowing you to focus your time establishing relationships that lead to winning more new clients and writing more business with your current clients.

Aidentified Grows your Network of Trusted Recommendations and your Bottom Line

The best paths to new clients are through referrals–from happy clients, family and friends, and from your own team. And the best client conversations are timely and solve problems. More and more, clients expect you to be a trusted advisor, not just a salesperson. Our real-time alerts for wealth events, career changes, wealthy household and life stage information provide the fuel you need to effectively target new and existing customers at exactly the right time.

Designed to Help You Work Smarter, Not Harder

Aidentified will save time, grow your network of influence, reveal better, qualified leads, and show you the best way to connect to prospects by dramatically expanding your trusted network.

And for the record, wearing your vintage 501s is retro–in a very good way.

Take a Tour

Learn how Aidentified can grow your
network and your bottom line

Request a Demo

Trusted By

“Aidentified notified me of a big client of mine's 100M investment in his company. I proactively congratulated him and we’re opening up more business. We might not have found this out until the next annual review. This is such valuable intel."
Curtis Estes Wealth Management Advisor, Northwestern Mutual
"Take advantage of your entire network....past customers, industry connections, former and present colleagues, friends, family, acquaintances, friends of friends -- everyone is fair game. The more people you include, the more introductions you’ll get, plain and simple." Mark Wayshak, HubSpot
"Wealthy people turn to advisors for a recommendation when they have an insurance need or problem and whose recommendation they totally accept." Barry Seigerman, Propery Casualty
TRY FREE FOR 14 DAYS

GROW YOUR NUMBERS, Retain your customers

FIND NEW PROSPECTS

210M+ people available with professional and consumer insights. 150+ filter options like city, inferred income, company, household info,  wealth events or promotions, and more!

Enrich & Qualify Leads

Here’s the sweet part – we show how you connect to these leads. With 5B+ existing mapped relationships connected to you, now you can get uncover new paths and referrals.

FUEL YOUR CONVERSATIONS

But wait, we want to help you here too. Alongside everything else, we also share interests like golf, boating, gardening, investments and more to help you better engage after you make the connection!
And ultimately, close more deals. All in one platform. All by saving time and money.

150+ Filter Attributes Uncover Real-time Client opportunities and New Prospects

 

  • Identify new prospects and client upsell potential via wealth scores
  • Build nuanced prospect outreach for different underwriting products
  • Pinpoint prospects using home valuation, neighborhood dynamics and more

 

WE WORK SEAMLESSLY WITH LEADING INDUSTRY CRMs, MARTECH PLATFORMS AND YOUR .CSV CONTACTS

WE’VE MAPPED 5+ BILLION RELATIONSHIPS––FIND YOURS TODAY

5B+

Mapped
Relationships

210M+

Consumer
Profiles

80M+

Professional
Profiles

$3.5T+

in Tracked
Wealth Events