You're Great at Serving Clients.
But Finding the Right Ones Takes Too Much Time.
But Finding the Right Ones Takes Too Much Time.
Too many financial professionals waste hours on LinkedIn with no high quality leads.
We use AI to monitor online conversations and deliver warm, ready-to-convert leads—so you can spend more time advising and less time hunting.
Find Out What's Really Working
Your ideal clients are online, asking questions about jobs / business, retirement, inheritance, or taxes,
but you’re missing those valuable and important signals.
but you’re missing those valuable and important signals.
Get Actionable Insights
Every client interaction tells a story.
It tells you about who your clients are, their perspective, their stage in life and career.
It tells you what's Important To Them: Their Needs, Pain Points and Aspirations.
You can use these Insights to Position your services to them - and meet them where they're at.
Now, you will never miss a timely opportunity to deepen relationships and grow AUM.
It tells you about who your clients are, their perspective, their stage in life and career.
It tells you what's Important To Them: Their Needs, Pain Points and Aspirations.
You can use these Insights to Position your services to them - and meet them where they're at.
Now, you will never miss a timely opportunity to deepen relationships and grow AUM.
Meet Your AI Guide. With a Human Touch.
We built a platform that scans conversations across LinkedIn and other social platforms—then flags people who are showing interest in financial topics like:
- Retirement planning
- Estate concerns
- Business funding and exits
- Wealth preservation
- Tax questions after a life event
How It Works
Our AI-powered data service connects to your CRM, financial platforms, and communication tools to uncover patterns in client behavior, buying signals, and client intent.
- We Monitor: Our AI scans online conversations in real time.
- We Analyze: Signals are scored based on engagement and relevance.
- You Act: You receive a list of warm leads with messaging guidance tailored to their interests.
what you'll see
- Financial behavior shifts tied to life events or market sentiment
- Missed or under-served outreach opportunities
- Recommended check-ins based on client activity
- Alerts tied to portfolio changes, emails opened, or form submissions
highlights
reduce riskGain insights into customer needs to ensure your offerings align with market demands.
|
save moneyAvoid unnecessary expenses by refining your strategies and materials from the outset.
|
Validate assumptionsMove forward confidently by confirming your market hypotheses.
|
What you GET
- Weekly behavior and engagement summaries
- Alerts on buy/sell intent and financial milestones
- Opportunity detection based on client segmentation
- Personalized insights for follow-ups and outreach
Why It Matters
- Know when clients are ready to act—before they call
- Surface dormant opportunities and upsell potential
- Strengthen trust with timely, relevant advice
Why advisors love it
- Built for regulated environments
- No dashboards, no learning curve—just clear signals
- Helps build deeper relationships without more admin
"I've become more confident."
|
Alimatu Dimonekene MBE
Founder, A Girl At A Time UK, Sierra Leone Since I’ve worked with Randy, I have gained so much insight into how NGOs like mine can bridge the gap between my vision and activities advocating for women and better health outcomes - and speaking the language of funders who want to make a difference. Randy is an incredible mentor, and his commitment to helping me succeed is very motivating and inspiring. I’ve become more confident - and even though I am the founder of an NGO, I now see that I can be entrepreneurial too! Through my collaboration with Randy, I’m learning the true importance of being investor-ready. By embracing the proven method of customer discovery, I’ve had many “Eureka” moments! |
Alimatu Dimonekene MBE
|
We are grateful for assistance from:
|
|
|