Financial advisors often struggle to efficiently identify and connect with prospective clients due to fragmented data across various social media, email, and phone communication channels. This makes it difficult to discover suitable markets and hidden prospects within their existing networks, leading to missed opportunities for business growth.

AdvisorConnect offers a social relationship management (SRM) platform that aggregates prospect data from disparate digital networks, providing financial advisors with a centralized view of potential clients. The platform uses cognitive computing to analyze an advisor's network, recommending the best markets, prospects, influencers, and Centers of Influence (COIs) to pursue. By combining information from across the web, AdvisorConnect's Network Navigator technology delivers complete prospect profiles with suggested conversation starters, enabling advisors to make informed and warm introductions. The platform also provides network trends that can be leveraged for content marketing and social engagement.

Automated Market Development (Project 100) for identifying new business opportunities

AI-powered recommendations for prospects, influencers, and Centers of Influence (COIs)

Aggregation of data from social media, email, and phone networks

Complete prospect profiles with suggested conversation starters

Network trend analysis for content marketing and social engagement

Manager dashboard to track team progress and performance

Recruiting tools to source warm referrals and qualified candidates

Enterprise-level reporting and controls for larger organizations

CRM integration capabilities

AdvisorConnect primarily targets financial advisors, agents, managers, and enterprise firms in the financial services industry seeking to streamline prospect identification, enhance client engagement, and improve overall business development efforts.