WealthFeed is an AI-powered platform designed to empower financial advisors and insurance agents to identify and connect with high-quality prospects. Key features include:
- Discovery: Search for ideal prospects using advanced filters, targeting specific niches and money-in-motion events.
- Enrich: Enhance existing databases with insightful data points and up-to-date contact information.
- Monitor: Receive alerts when existing or prospective clients experience money-in-motion events.
- Activate: Automate personalized outreach with handwritten notes, including unique QR codes for tracking engagement.
WealthFeed helps win new business, retain clients, and save time by automating data aggregation and processing.
