Understanding the right markets, and people, to target is time-consuming, tedious and often imperfect. AdvisorConnect 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. AdvisorConnect uses AI and machine learning to suggest the best way to connect with a prospect.
AdvisorConnect 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.
AdvisorConnect 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.
The AdvisorConnect platform is available to both enterprises and teams. Based in Brooklyn, New York, the AdvisorConnect team includes seasoned financial services professionals and an engineering team with diverse backgrounds in both consumer and enterprise technology.
AdvisorConnect’s industry cloud solution redefines the way that enterprises support and enable their field salesforce to grow revenue, reduce turnover and develop talent. The AdvisorConnect platform replaces outdated and manual processes with a digital solution built specifically for the insurance agent and financial advisor of the future. By leveraging deep domain expertise, advanced machine learning, and data science, the AdvisorConnect platform more than doubles the pipeline generated per rep and cuts non-revenue producing activities in half. AdvisorConnect’s virtual coach provides ongoing advice and support for agents and advisors, as well as their managers.