Understanding the right markets, and people, to target is time-consuming, tedious and often imperfect. Advisor Connect uses artificial intelligence to help you define the markets you are best suited to serve and coaches you on how best to approach those markets.
An online search can reveal lots of publicly available information about a prospect but it’s difficult to know which information to use. Advisor Connect uses AI and machine learning to suggest the best way to connect with a prospect.
Advisor Connect acts like a virtual sales coach, providing real-time analysis of pipeline activity and sales data to recommend relevant actionable steps so you can always be closing.
White label solutions that match your existing workflow and integrate with your CRM and marketing systems. Reduce onboarding time for new hires, accelerate sales and improve retention.
Advisor Connect is a team of former salespeople, managers in financial services, technologists, data scientists, engineers, and dreamers. We rely on our own experiences and our vision for the future to build innovative and creative solutions.