News
Bento Engine and Aidentified Partner to Help Advisors Turn Relationship Intelligence & Data Insights Into Proactive Advice
Aidentified is excited to announce a new partnership with Bento Engine, a leading tech and content solution that enables advisors to scale personal advice during “Moments That Matter” for their clients and prospects.
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Webinar
Hitting a moving target
Join Erika Maynard, Aidentified's Head of Platform, on June 30th at 11am for “Hitting a moving target: The right way to think about data quality” to learn how solving the issue of data transparency can transform your outreach efforts.
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Insight
How to get leads as a financial advisor and convert them
Most lead gen advice for financial advisors covers channels, not qualification. Learn how to generate financial advisor leads that are ready to convert.
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