Relationships are Everything.

In this insightful white paper, Chief Product Officer Stephen Marshall, CFA, explains how financial advisors can better monetize their networks through the power of AI.

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If you’re looking to grow your practice, you’ll want to read Steve’s perspectives on how to differentiate your financial advisory practice, how to generate more inbound leads using AI, and how to earn more revenue from every customer. You’ve worked hard to build your network. Now learn how AI can make your network work hard for you.

Thousands of financial services professionals trust Aidentified.

Here’s how  
Aidentified works:

Let’s Find Your People

Who’s your ideal customer? Aidentified lets you build lists in minutes using over 200 attributes. Want to meet director-level people who have over $2mm in investable assets, live in your state, and went to your university? We’ve got you. With verifiable emails and mobile numbers? Yep. Industry? Previous companies? Real estate ownership? Yes, yes, and yes. We can even show you which of them are into live theater or bird watching. Yes, seriously.

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Let’s Get Connected

Now you know exactly who you want to connect with, so let’s get you connected. Aidentified shows you your warmest relationship path to each of your ideal prospects. You’ll see who in your network can introduce you to your prospect, as well as how they know each other. Did they work at the same company? In the same group? Sit on the same board? Heck, are they neighbors? We’ll show you all this and more. It’s simple: Warm introductions beat cold calls every time.

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Let’s Get Referrals

Speaking of warm introductions, here’s how Aidentified delivers referrals at scale. First, search for one of your best clients on the platform to see all of their AI-mapped connections. Narrow that list down to just the people who line up with your ideal prospect profile. Then ask your client if they mind if you drop their name when you reach out. Aidentified gives you all the contact info you need.

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Let’s Nail the Timing

Aidentified sends you daily alerts about your prospects and connections. Which makes it simple to nurture your current relationships and to reach out to warm leads at the exact right time. Did your client or new favorite prospect just land another $5mm in funding? Time to pick up the phone. Alerts include money in motion events (stock sales, funding rounds closed, home sales) as well as news mentions, job and role changes, and more. Because when it comes to prospecting, the “when” is just as important as the “who.”

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Transform Your
Prospecting Strategy. Transform your Practice.

Meet Sidecar

Take our rich data anywhere you go on the web with Aidentified Sidecar™. Let's say you want to meet people at Company X. Simply go to their site and open our Sidecar Chrome plugin. It’ll show you a brief overview of the company, plus your warmest relationship paths into the organization. Want to make a connection? Instead of scouring LinkedIn and sending ineffective InMails, you can see all of your prospects’ professional and personal contact info—including verifiable email addresses and even mobile numbers.

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