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Insight

Real Customers Reacting to Aidentified

Dan Cavanaugh
Chief Revenue Officer, Head of Wealth and Financial Advisory
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February 11, 2026
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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.

Dan Cavanaugh

Financial Technology executive with extensive experience in the development, sales, and implementation of leading products in the Wealth & Asset Management Industry, Regular speaker and global conferences on financial services & technology trends, and Certified Public Accountant

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