Aidentified
Transforming prospecting for financial services professionals, this AI-driven software enables users to effortlessly identify and connect with ideal prospects. With access to over 200 attributes and verified contact information, it fosters warm introductions through relationship mapping. Daily alerts keep users informed about leads, ensuring timely outreach and maximized networking potential.
Top Aidentified Alternatives
Naehas Offer Management
This platform empowers financial services firms to create tailored offers with precision, enhancing customer engagement and retention.
Hubly
Transforming the financial advisory experience, Hubly's operating system streamlines client management and enhances team collaboration.
PreIPO
This innovative global fintech platform transforms private equity by enhancing distribution and liquidity for pre-IPO investments.
Plaid
Designed for seamless financial transactions, this platform simplifies account funding, loan repayments, and more.
Trade Unafraid
This innovative financial services software empowers traders to execute precision-driven strategies without emotional turmoil.
Indio Technologies
Indio Technologies transforms the insurance application and renewal process by digitizing forms and streamlining data collection.
GoldenBasis
Equipped with robust APIs, it seamlessly integrates with existing systems, enhancing operational efficiency...
IVANS Markets
By streamlining real-time updates, it enhances communication between agencies and carriers, allowing agents to effortlessly...
ETNA Stock Trading API
With ready-made libraries for popular programming languages, it integrates seamlessly into existing systems...
AMS360
By facilitating real-time access to crucial data, it enables teams to improve client communication and...
Financial Oxygen
With G-CLIP, users can deploy excess funds into cash-equivalent investments while leveraging an intuitive analytics...
Applied TAM
The platform offers an interactive tool to create custom tech stacks, enhancing agency operations...
Adaptive Bank in a Box (BiaB)
It features the Adaptive Business Function Model (ABFM) to outline essential banking activities and the...
Accounting CS
Its cloud-based platform allows real-time collaboration and flexible client management, enabling multiple users to work...
Tax Clarity
This software calculates effective marginal tax rates, illustrating how additional income impacts taxation...
Top Aidentified Features
- AI-Powered Prospecting
- Build Lists in Minutes
- 200+ Prospecting Filters
- Relationship Mapping Insights
- Warm Introduction Paths
- Daily Prospect Alerts
- Money in Motion Triggers
- Verifiable Contact Information
- Professional and Personal Info
- Targeted Client Profiles
- Seamless Data Enrichment
- Aidentified Sidecar Chrome Plugin
- Access to High-Value Connections
- Customizable Prospecting Criteria
- Alerts for Key Events
- Comprehensive Client Overviews
- Easy Network Monetization
- Client Connection Mapping
- Detailed Wealth Segmentation
- Multi-Seat Deal Discounts
Top Aidentified Alternatives
- Naehas Offer Management
- Hubly
- PreIPO
- Plaid
- Trade Unafraid
- Indio Technologies
- GoldenBasis
- IVANS Markets
- ETNA Stock Trading API
- AMS360
- Financial Oxygen
- Applied TAM
- Adaptive Bank in a Box (BiaB)
- Accounting CS
- Tax Clarity
