33 Bradford Street, Concord, MA 01742, United States
AI-Powered Prospecting for Financial Services Professionals
Our passion to reshape the way people prospect through innovative uses of technology and data inspired us to launch Aidentified: a relationship intelligence platform using real-time wealth and management change events, relationship mapping, and over 300 million professional and consumer profiles to help you be first to engage with top prospects and to monitor your customers. Imagine Google, Facebook, and Linkedin delivered through one platform.
Standing out in the diverse landscape of specialty services requires innovative tools that provide a competitive edge. Aidentified delivers robust data analytics and strategic networking solutions tailored to meet the unique needs of sectors such as Corporate Finance, Consulting, Real Estate, Specialty Services, and Technology Innovation. Harness the power of......
Managing client relationships and expanding professional networks is everything. Whether you’re a professional or an entrepreneur, success hinges on efficiently. Aidentified offers seamless, user-friendly solutions that enable you to access comprehensive client insights and connect with potential leads effortlessly, ensuring you can focus on what you do best—advising and serving......
Within the insurance industry, firms and brokerages need every advantage to stand out and succeed. Aidentified's platform offers tailored, data-driven tools that enhance your prospecting capabilities and expand your professional network, allowing you to reach more clients and close more deals efficiently. Drive business growth Pinpoint potential clients using our sophisticated data......
Our Wealth Network Intelligence platform empowers your firm with the insights needed to identify and engage with high-potential prospects and partners, optimizing your business development efforts and maximizing return on investment. Find opportunities faster Use advanced insights to refine your prospecting process. Identify high-value prospects efficiently by analyzing comprehensive data sets that......
For teams across various industries, having detailed and accurate data about clients and prospects is crucial for making informed decisions and delivering personalized services. Aidentified offers an array of solutions that enrich sparse records into detailed profiles, giving your team the power to access a wealth of personal and professional......
Aidentified's advanced data-driven solutions give financial advisors and wealth managers the tools to identify prospects within their target niche, enhance client relationships, and build their networks to drive business growth Engage smarter Utilize our comprehensive data points to gain insights into clients and prospects, understand individual client needs, and tailor your conversations......