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Aidentified Wealth and Relationship Intelligence

Accelerate sales with next generation wealth and relationship intelligence

Overview

Aidentified reveals pathways for financial advisors, sales teams, and brands to connect with hyper-targeted, qualified prospects using predictive analytics and next-level AI-based relationship intelligence mapping.

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  • Harness the power of your network and ours. Expand your centers of influence by building teams of trusted peers and advisors. Combine your vast networks with our 100B+ mapped relationships and discover referral opportunities you didn’t know you had.

  • Monitor real-time wealth and life events happening to those in and around your network empowering you to proactively engage with the people who matter most

  • Target new prospects using extensive filters including, wealth and income segments, household demographics, wealth and life events, location, company, referrals pathways, and more.

Aidentified reveals optimal pathways for financial professionals, sales teams, account execs, and brands to connect with hyper-targeted, qualified prospects using predictive analytics and next-level AI-based relationship intelligence mapping. Our team developed predictive algorithms and machine learning techniques to create a comprehensive “data superset” comprised of 210 million U.S. consumer profiles and 80 Million professional profiles. Aidentified’s unified household/professional profile offers a 360º view, rich in behavioral analytics, dynamic insights, real-time wealth events, predictive purchase intent, and deeply nuanced relationship mapping.

Categories

Business Needs
Sales Intelligence
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package