FactSet: Scaling Wealth Network Intelligence and Wealth Screening
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Try for free today!FactSet, a renowned global data and technology provider for the financial services industry, has recently made a strategic investment of $12.5 million into Aidentified Inc., a platform that enhances prospecting and relationship intelligence. This investment aims to bolster the tools available for financial advisors, marketing teams, and sales professionals across various industries, with a significant focus on the financial sector.
Tom Aley, co-founder and co-CEO of Aidentified, highlights that over 80% of their operations cater to the financial services industry. The platform is designed to optimize the process of identifying, qualifying, and converting new client relationships. It leverages AI technology to aggregate and analyze extensive data points, including career movements, wealth events, and personal interests, facilitating deeper and more effective client engagement.
Greg King, the head of wealth management at FactSet, who boasts 28 years of experience at the firm, shared his insights on the collaboration. "Prospecting and timely engagement with clients have always been challenging," said King. He emphasized the crucial role of Aidentified in providing comprehensive people data and robust relationship connections, which are essential for recognizing opportunities and establishing direct contacts at opportune moments.
The capital from this investment will primarily fund further research and development at Aidentified, aiming to enhance data quality and expand the team to drive and meet growing demand.
This partnership not only promises to advance Aidentified’s capabilities but also allows FactSet to integrate its rich datasets—including SEC filings and various transactional data—into Aidentified’s systems. This integration is expected to significantly improve the efficiency and effectiveness of financial advisors by enriching the relationship data with high-quality, actionable analytics.
For more detailed insights into how Aidentified's technology is transforming prospecting and relationship management in the financial sector, refer to the article first posted on Wealth Management here.
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
FAQ: tienes duda alguna?
Yes. You don't need an established book of business to get value from Aidentified. The platform searches 300M+ consumer and 90M+ professional profiles, so you can identify and research prospects even if they're not in your existing network yet. Relationship mapping becomes more powerful as your network grows, but the prospecting and wealth events features work from day one regardless of where you are in building your practice.
Aidentified maintains a 100% fill rate on wealth and income ranges across all profiles in its database, which means that every profile includes a wealth estimate. Our income and wealth models are built using a proprietary set of signals drawn from hundreds of consumer and professional data sources, including factors such as career information, property ownership and values, geographic indicators, equity holdings, and other wealth-related attributes. Profiles are updated continuously as new data becomes available through Aidentified's six-layer verification process.
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, and Lofty. You can sync your existing contacts, enrich prospect profiles automatically, and receive wealth events alerts directly within the CRM you already use. Enterprise clients also have access to direct API integration for custom data pipelines.
FINNY predicts which prospects are most likely to convert based on their browsing behavior and assigns each one a score. Instead of scoring prospects, Aidentified builds a complete picture of who they are, what's changed in their financial life, and who in your network can introduce you. Where FINNY helps you decide who to call, Aidentified helps you understand who you're calling, when to reach out, and how to get there through a warm introduction.
Reveal the power of your network with Aidentified’s industry-leading AI.
Discover how Aidentified can transform your specialty services business. Contact us today for a personalized consultation and demo.
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