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Description

Elevate your prospecting approach by harnessing the capabilities of AI technology. Countless professionals in the financial services sector are leveraging Aidentified to discover, assess, and secure more leads than ever before. Instead of relying on the outdated cold-calling tactics that yield minimal results, start capitalizing on the connections in your network that you may not have even realized existed. With Aidentified, you can create targeted lists within minutes, utilizing more than 200 different attributes to refine your search. This means you now have a clear understanding of whom you wish to engage with, paving the way for meaningful connections. Aidentified also reveals the warmest pathways in your network leading to each of your ideal clients, allowing you to identify individuals who can facilitate introductions and showing you the nature of their relationship. Begin your journey by searching for one of your most valued clients on the platform to uncover an array of AI-mapped connections. After generating this list, refine it to include only those who match your ideal prospect criteria. Once you've identified the right connections, reach out to your client to request their permission to mention their name in your outreach. Aidentified equips you with all the necessary contact information to make this process seamless and effective. This innovative approach not only saves you time but also enhances your chances of successful engagement.

Description

Reduce the time you spend on prospecting while increasing your success rate with ideal clients through impactful insights that surface the most promising leads. Gain a clear understanding of your sales funnel and prioritize leads that align with your best clients. Implement the right strategies at the right moments to enhance your engagement. Instead of relying on one-size-fits-all outreach that fails to connect, focus on personalized interactions that truly resonate with your leads. Utilize your time effectively by confidently pursuing the opportunities that will significantly benefit your practice. In addition to providing valuable insights for converting leads, Catchlight harnesses information on how individual leads and clients respond to various engagement strategies and products. Built upon a robust data foundation, Catchlight boasts a constantly expanding dataset of over 80,000 lead conversions, and its predictive engine is informed by the analysis of actual outcomes experienced by financial professionals. This innovative lead optimization tool is specifically crafted for financial advisors, ensuring that your approach is data-driven and effective. By leveraging these insights, you can transform your client acquisition strategy and achieve remarkable growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$449.99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Aidentified

Country

United States

Website

www.aidentified.com

Vendor Details

Company Name

Catchlight

Country

United States

Website

catchlight.ai/

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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