Aidentified customers can now benefit from next generation relationship intelligence to uncover and monitor their prospects and clients in real-time
Aidentified, a leader in AI-powered prospecting and relationship intelligence, today announced it has launched Aidentified Wealth & Relationship Intelligence on Salesforce AppExchange. Now, Aidentified customers can uncover new introduction paths to top prospects, track prospect and client wealth through proactive triggers and access robust client and prospect profiles. These profiles include professional and personal contact information as well as information pertaining to client and prospects’ interests, family, home value, career milestones and financial updates – allowing users to engage prospects with the services they need when they need them most.
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Aidentified Wealth & Relationship Intelligence
Aidentified helps empower customers with next generation relationship intelligence to uncover and monitor their prospects and clients in real-time. This end-to-end solution enables financial advisors, wealth managers and sales professionals to uncover new introduction paths to top opportunities and enhance prospecting efficiency and productivity.
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Comments on the News
- “Our services are a great strategic fit for any organization looking to improve client retention, generate new business through streamlined referrals and identify prospects in their target markets. We are deeply honored to be part of Salesforce AppExchange and are excited to help our clients drive superior growth,” says Ned Dane, Chief Strategy Officer at Aidentified.
- “We have been leveraging Salesforce and Aidentified separately for the past year and a half. Being able to integrate Aidentified’s prospecting and relationship insights directly into our instance of Salesforce is a huge win, and we’re excited for this integration to support our business development efforts,” says Arthur Ambarik, CEO and Financial Advisor of Perigon Wealth Management.
- “We are thrilled to launch a new innovative prospecting application to our financial services customers,” says Cory Haberkorn, Senior Manager, Industry Advisor – Wealth & Asset Management. “Aidentified brings powerful alerts and insights helping our customers find more of their own customers and close more deals, all by easily transferring new or enriched lead data directly into Salesforce.”
