Relationships
are Everything.
AI-Powered Prospecting for Financial Services Professionals.
It’s time to transform your prospecting strategy with the power of AI. Thousands of financial services pros use Aidentified to find, qualify, and close more leads. Stop the cold call spray-and-pray, and start monetizing the network you never knew you had.
Book Your Demo
Thousands of financial services professionals trust Aidentified.
Here’s how it works:
Let’s Find Your People
Who’s your ideal customer? Aidentified lets you build lists in minutes using over 150 attributes. Want to meet director-level people who have over $2mm in investable assets, live in your state, and went to your university? We’ve got you. With verifiable emails and mobile numbers? Yep. Industry? Previous companies? Real estate ownership? Yes, yes, and yes. We can even show you which of them are into live theater or bird watching. Yes, seriously.
Book a DemoLet’s Get Connected
Now you know exactly who you want to connect with, so let’s get you connected. Aidentified shows you your warmest relationship path to each of your ideal prospects. You’ll see who in your network can introduce you to your prospect, as well as how they know each other. Did they work at the same company? In the same group? Sit on the same board? Heck, are they neighbors? We’ll show you all this and more. It’s simple: Warm introductions beat cold calls every time.
Book a DemoLet’s Get Referrals
Speaking of warm introductions, here’s how Aidentified delivers referrals at scale. First, search for one of your best clients on the platform to see all of their AI-mapped connections. Narrow that list down to just the people who line up with your ideal prospect profile. Then ask your client if they mind if you drop their name when you reach out. Aidentified gives you all the contact info you need.
Book a DemoLet’s Nail the Timing
Aidentified sends you daily alerts about your prospects and connections. Which makes it simple to nurture your current relationships and to reach out to warm leads at the exact right time. Did your client or new favorite prospect just land another $5mm in funding? Time to pick up the phone. Alerts include money in motion events (stock sales, funding rounds closed, home sales) as well as news mentions, job and role changes, and more. Because when it comes to prospecting, the “when” is just as important as the “who.”
Book a DemoTransform Your
Prospecting Strategy. Transform your Practice.
Meet Sidecar
Take our rich data anywhere you go on the web with Aidentified Sidecar™. Let's say you want to meet people at Company X. Simply go to their site and open our Sidecar Chrome plugin. It’ll show you a brief overview of the company, plus your warmest relationship paths into the organization. Want to make a connection? Instead of scouring LinkedIn and sending ineffective InMails, you can see all of your prospects’ professional and personal contact info—including verifiable email addresses and even mobile numbers.
Book a Demo
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Pricing
Sidecar
Bring the power of Aidentified anywhere you go on the web. Aidentified Sidecar shows you your warmest relationship path into any company. It even gives you verifiable email addresses and mobile numbers for anyone who works there.
Professional
Our core offering. Includes Sidecar plus our full platform:
- Quickly build lists of your ideal customers.
- See your warmest introduction path to them all.
- Get referrals at scale from your best clients.
- Receive daily wealth trigger alerts to connect with prospects at the right time and build your current relationships.
- Includes 5,000 credits, used to export records from Aidentified.
Premium
For power users with large scale data activation needs. Includes Sidecar, our full platform, plus 40,000 export credits (a $12,000 value).
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Testimonials
We Do What They Can’t
There are a lot of prospecting apps, and some of them are pretty good. But only Aidentified is built with the financial services professional in mind.
Complete Professional & Personal Info
Income & Wealth
Verified Contact Info
Relationship Mapping
Money in Motion Triggers
Professional & Household Enrichment
Over 200 Prospecting Filters
ZoomInfo
LinkedIn Sales Navigator
Catchlight
Cognism
6th Sense
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Income
& Wealth
Verified
Contact Info
Relationship
Mapping
Money in Motion Triggers
Professional & Household Enrichment
Home Address
Over 200
Prospecting Filters
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Data Enrichment
Better data leads to better decisions. Relevant communications drive better results. And the more you know about your clients, the better you can serve them.
If you provide us with a first name, last name, and an email address, we’ll deliver a truly 360° view of your contacts, including over 200 professional and consumer attributes. Each profile contains Verifiable Contact Info, Age, Real Estate Holdings, Inferred Income and Wealth, Career Information, Education, Household Information, even Hobbies and Interests. Best of all, we enrich your data for as little as 1 cent per record, depending on volume.
Contact our data enrichment sales team.
Full Name
Address
Age
Sex
Marital Status
Personal Email
Professional Email
Mobile Phone
Estimated Home Value
Hobbies/Interests
Current Company
Career History
Current Company Title
Inferred Income
Wealth Segment
School
Zip+4 Tax data
And More
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Find more, better prospects.
See the 20-Minute Live Demo
Send us your contact info. We’ll set up your demo today.
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