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Aidentified Wealth and Relationship Intelligence
Accelerate sales with next generation wealth and relationship intelligence
- Business Need
- Sales Intelligence
- Requires
- Sales Cloud
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.
Highlights
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.
Provider Details
Pricing Details
We offer everything from individual monthly subscriptions with tiers to fit the needs of each individual to enterprise annual deals and partnerships.
Professional Plan
$199 USD/user/month