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Aidentified Wealth and Relationship Intelligence
Accelerate sales with next generation wealth and relationship intelligence
Starting at $199 USD/user/month
- 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.
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Lifelong learners who have earned the Ranger rank or higher on Trailhead
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Powerful Bizdev Tool
Excellent tool for prospecting new opportunities that are not available via traditional methods.