For Teams
Empower your team with comprehensive data insights.
Unlock the full potential of your contacts with Aidentified’s advanced data solutions.
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For teams across various industries, having detailed and accurate data about clients and prospects is crucial for making informed decisions and delivering personalized services. Aidentified offers an array of solutions that enrich sparse records into detailed profiles, giving your team the power to access a wealth of personal and professional attributes through multiple convenient platforms.

Key Features

Data Enrichment

Enhance every profile.

With just a name and email address, our enrichment process delivers a comprehensive profile of any contact. Gain insights into a contact’s employment history, seniority, income, and wealth segment, along with personal details like interests, marital status, and household information.

Transform basic information into detailed contact profiles.

Enhance client interaction with personalized data.

SOC 2 Type II certification ensures the highest data security and ethical standards.

Multiple Access Points

Expand your access.

Whether through the Sidecar Chrome extension, our web application, or our Data-as-a-Service offering, we deliver the enriched data you need in the environment that best suits your workflow.

Seamless integration with your existing tools.

Flexible access to data on-the-go or at your desk.

Ensure consistent data usage across your team.

Audience Building and Lead Generation

Customize your prospecting.

Use our platform to create hyper-targeted lists for your marketing and sales efforts based on extensive attributes like job title, industry, and wealth. Start with basic demographic information and let Aidentified do the rest.

Build and refine your target audience with precision.

Reduce lead acquisition costs with better targeting.

Drive higher conversion rates through tailored marketing strategies.

Dynamic Data Monitoring

Stay in the know.

Keep your data fresh with our data enrichment, CRM integrations, and wealth trigger event alerts for timely signals that open significant opportunities for engagement and conversion.

Always work with up-to-date information.

Receive alerts on important changes in your contacts’ profiles.

Maintain a competitive edge with timely data.

Industries
Aidentified empowers firms with proprietary data and insights
Wealth Management
Financial Advisors
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Wealth Management
Portfolio Managers
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Wealth Management
Insurance Brokers
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Wealth Management
Business Solutions
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Why choose Aidentified?

With Aidentified, enhance your professional capabilities without the complexity typically associated with advanced data tools. Our solutions are designed to integrate seamlessly into your day-to-day operations, helping you grow your network and improve your performance with minimal effort.

"Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past."
Stephen Santangelo, CFA, CAIA
Founder & President
,
Matriarch Wealth Management

Start enhancing your professional journey.

Ready to take your professional services to the next level with minimal effort? Try Aidentified today and experience the simplicity and power of our data-driven solutions.
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