Using AI to Improve and Optimize Client Acquisition

Discover the ways AI is changing how financial advisors identify and connect with prospective clients. Cutting-edge AI tools are now available to help advisors find, qualify, and close more leads. AI tools can help you build lists in minutes, filtering with hundreds of attributes and wealth trigger events. Want to target executives at companies in a specific zip code radius who have had a liquidity event in the last 6 months and attended the same college or university as you? No problem! Then prioritize these leads based on probability to close or on your ability to be introduced by a mutual connection. You can even use it to enrich the information you have on existing clients to enable better segmentation and alerts for trigger events. The possibilities represent an exciting new opportunity for firms looking to grow!