July 9, 2025

Real Customers Reacting to Aidentified

The "Aha!" Moment. We’ve all had that unmistakable feeling when something just clicks.That's the "Aha!" moment.

For our users, it comes when they see what Aidentified can do and when they realize just how much better our platform is compared to what they’ve been using.It might happen when they experience our 360° profile views after searching across 200 attributes. Or when they try one of our 14 Wealth Triggers—surfacing job changes, liquidity events, or life milestones that signal the perfect outreach opportunity. Or perhaps it's the moment they see how their connections are intertwined, revealing prospects they hadn’t even considered.

Whatever sparks that “aha!” moment, it marks a shift in thinking about prospecting from playing a numbers game to capitalizing on a real wealth networking intelligence. See for yourself.

Recently published
Webinar
Webinar: Data-Driven Strategies for Client Prospecting and Retention
Join us for a tactical discussion built exclusively for independent financial advisors and RIA firm leaders looking to understand how data and new technology help win and retain clients in an increasingly competitive landscape.
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Insight
Women’s Wealth and the U.S. Economy
For decades, wealth conversations have largely overlooked women, but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used.
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How women are reshaping wealth (and why you should be paying attention)
Women are set to inherit 70% of all wealth in the next 25 years. Along with increased earning potential, this wealth shift will reshape America's financial landscape. Learn why advisors can’t afford to overlook this shift and how Aidentified helps you connect with high-potential female prospects at the right moment.
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