Vendor Spotlight: AIdentified
AIdentified is a prospecting and relationship-intelligence tool for financial advisors, and it is one we think can add value for almost every marketing plan we create. For the cost, it is close to a no-brainer. Before you sign up, it is worth checking that you do not already have this kind of data enrichment and relationship-mapping functionality in other software you use, such as Slant. If you do not, AIdentified is worth a serious look.
Think of it as a way to find warm introductions and time your outreach around the moments when prospects are most likely to need you. We like it for three reasons.
WHO to Reach Out To
AIdentified maintains a database of nearly everyone in the U.S., with enriched profiles that can include professional and household details, property ownership, and inferred income and wealth segment. You can build prospect lists by criteria such as location, age, job title, or net worth, or enrich a list you already have, for example webinar or event attendees, to see who the highest-net-worth contacts are. This is also a useful way to size a niche as you refine it.
HOW to Reach Out
Warm introductions are where AIdentified is strongest. Import your network, such as your LinkedIn connections or current clients, using just a name and one identifier like an email or phone number. From there, AIdentified maps who can introduce you to a prospect, based on shared employers, schools, boards, and neighborhoods. You can also pull a list of the strongest connections from a single client’s profile.
WHEN to Reach Out
AIdentified tracks money-in-motion triggers: events like job or company changes, which often signal a 401(k) rollover, property sales, insider stock sales, and potential wealth transfers such as inheritances. It notifies you daily so you can reach out at the right moment.
Ways to Use It
A few ways we suggest putting AIdentified to work:
Find podcast guests, and see who in your network could introduce you to them.
Identify who to ask your clients for referrals or introductions to.
Build an invitation list for an event by looking at a client’s connections and asking the client to help bring them in.
Monitor triggering events on prospects you already have, so you know when a job change, home sale, or other money-in-motion moment makes it the right time to reach out.
How to Get Started
To see how it works, watch the six-minute demo.
When you are ready to move forward, you have two options:
If you would like to talk it through first, schedule a one-on-one call with our contact there, Isaac Appel.
If you are ready to try it, we recommend you start with the Starter plan ($49/month, cancel anytime, seven-day trial included) until you know it is something you will use. A higher-volume Premium plan is available if you decide to scale up.
The Bottom Line
AIdentified brings prospecting, warm introductions, and timing into one place, and at the Starter price it is an easy way to test whether relationship-based outreach can strengthen your pipeline. Check that you are not already paying for this functionality elsewhere, and if you are not, start small and see what it surfaces about the network you already have.
Conflict of Interest Disclosure
We have no financial relationship with AIdentified and receive no compensation for referring you to them. We recommend it solely because we believe it can add value to your marketing plan.