Unlocking the Great Wealth Transfer with Verified Mortality Data
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Increase your financial advisor pool of candidates
Join thousands of financial advisors leveraging AI-powered relationship intelligence.
Try for free today!Over the next two decades, Baby Boomers are expected to pass down more than $84 trillion in assets. With this staggering transfer comes a massive shift in wealth management. Some research suggests 90% Millennial and Gen Z heirs look to move on from their family’s legacy advisor.
Our Potential Wealth Transfer Trigger surfaces likely money-in-motion events so advisors can navigate this transition with both insight and empathy.
One of the most critical inputs into this trigger is verified, up-to-date mortality data from Veritas Data Research. Their accuracy ensures we’re surfacing relevant insights so advisors can show up when it matters most. We are proud to partner with them on this important work.
Read more at veritasdataresearch.com.
Veritas is pleased to support Aidentified and their leading wealth network intelligence platform, which is used by top financial institutions, wealth managers, and enterprise sales teams. Aidentified uses Veritas’s Fact of Death Mortality Index in two key ways: to ensure data quality and to power their Potential Wealth Transfer money-in-motion trigger:
📌 With over 250 million U.S. consumer profiles and 75 million U.S. professional profiles, Veritas’s up-to-date mortality data is essential for maintaining accuracy and preventing advisors from reaching out to deceased individuals.
📌 With Veritas’s mortality data, Aidentified has developed a proprietary “wealth trigger” that alerts advisors when a wealth transfer may be imminent. By combining timely mortality insights with Aidentified’s 360° profile view, relationship intelligence, and modeled wealth segments, Aidentified’s clients can identify those heirs likely to inherit assets.
The services Aidentified has built using Veritas’s mortality data provide a key opportunity for their advisors to retain or grow their business, while offering critical guidance to families in a time of need.
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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