Solution introduction

Lead generation, done for you

AdvisorX automates the entire lead generation and marketing process for you to local business owners

Lead scraping engine
Automatically scrapes leads specific to your service area and target criteria.

Decision-maker email discovery
Our AI agent finds verified decision-maker emails with industry-leading accuracy.

Automated email campaigns
Automatically creates and manages email campaigns with best-practice sequences.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.