THERE'S A WORLD OF INFORMATION OUT THERE
Let us put it to work for YOU
Introducing AdvisorConnect
THINK OF IT AS YOUR VIRTUAL ASSISTANT WORKING 24/7
TO FIND OPPORTUNITIES THAT MATCH YOUR BUSINESS GOALS.
Whether you're a Manager looking to recruit and retain high quality talent, an Advisor or Agent looking to leverage your network to grow your client base, or an Enterprise looking to create a best-in-class digital workflow for your field workforce, AdvisorConnect's Network Navigator technology is a game changer for the Financial Services industry. In an era where online brokers play a pivotal role in investment strategies, with users frequently seeking platforms through online broker vergleich deutschland (online broker comparison Germany), our technology ensures seamless connectivity and efficiency across various financial service channels, empowering professionals to thrive in the digital landscape.
AS FEATURED IN
Discover
ENDLESS OPPORTUNITIES
Magical things happen when you combine all of your digital networks (social media, email, phone) together under one roof. AdvisorConnect uses advanced cognitive computing to analyze your network to find you the best opportunities.
Building a Project 100 Marketing Plan?
Looking to create a great digital experience for your field?
Discover
ENDLESS OPPORTUNITIES
Magical things happen when you combine all of your digital networks (social media, email, phone) together under one roof. AdvisorConnect uses advanced cognitive computing to analyze your network to find you the best opportunities.
Building a Project 100 Marketing Plan?
Looking to create a great digital experience for your field?
Engage
with your network
How much time do you spend online researching prospects and clients? Trying to figure out the best way to make a warm introduction.
AdvisorConnect's Network Navigator technology does the work for you. By combining information from across the Web, we put all the information you need right at your fingertips.
Grow
YOUR NETWORK
This is the really fun part! We use advanced AI to recommend which markets and prospects you should pursue based on your current network. And guess what? Our AI-powered system doesn't stop at recommending markets and prospects. We're thrilled to announce that it will also assist you in navigating the thrilling world of cryptocurrency through our highly anticipated presale crypto list 2024. With our AI's insights and analysis, you'll have access to a curated selection of promising projects in the crypto space, all poised for presale in 2024. (think of it like Match.com for prospecting).
Refine your Ideal Client Profile and we'll find you the best matches.
We'll even recommend top influencers and Centers of Influence (COIs) who can add rocket fuel to your network expansion efforts.
READY. SET. LIFT OFF!
Grow
YOUR NETWORK
This is the really fun part! We use advanced AI to recommend which markets and prospects you should pursue based on your current network (think of it like Match.com for prospecting).
Refine your Ideal Client Profile and we'll find you the best matches.
We'll even recommend top influencers and Centers of Influence (COIs) who can add rocket fuel to your network expansion efforts.
READY. SET. LIFT OFF!
Integrate
with network navigator
Already using other social media and marketing services? Not to worry!
Seamlessly integrate our Network Navigator technology with your CRM, marketing systems, email, calendar...
Product Features
Advisors
· Automated Market Development (Project 100)
· Recommend Prospects, Influencers and Centers of Influence (COIs)
· Recommended Social Channels
· Complete Profiles with suggested conversation starters
·Network Trends to use for content marketing, social engagement and more!
Managers
· Recruiting tools to source warm referrals from your team and find qualified candidates
· Network and Market Analysis to vet candidates and train your team
· Manager dashboard to track your team's progress
· Network Trends across your team's networks to use for content marketing, social engagement and more!
Enterprise
· Recruiting tools to find qualified candidates
· Enterprise-level reporting and controls
· White label workflow solutions to create a best-in-class digital experience for the field
·Network Trends across your field workforce to use for corporate marketing, product strategy, field training and more!
The Proof is in the Pudding!
Here's a sample of some of our client results
2x
market size
2x
field adoption in crm
20%
lift in production
24%
Reduction in onboarding time
And here's what our clients are saying:
"AdvisorConnect made on-boarding talent a highly-simplified process that allows us to weed out candidates and hire the best advisors available faster than ever before."
~ Managing Principal, Fortune 500 Insurance Company
"AdvisorConnect is a game-changer. Managing networks, teams and individual advisors has become extremely simple. This has allowed us to focus significantly more time on market development and building trusting relationships with clients."
~ Partner, Fortune 100 Insurance Company