May 12, 2025

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Discover a new era of prospecting with Aidentified, our AI-powered prospecting tool. Find thousands of warm leads—no more cold calling required. In this webinar, originally hosted by WealthManagement.com, Ronak Amin, Head of Customer Success, shows you how to build precise, targeted prospect lists using over 150 data points, including career history, wealth segments, income, and location. Plus, you’ll see how AI-powered relationship mapping reveals the warmest connection path to your ideal prospects. Whether you're an experienced advisor or just starting out, this webinar will show you how you can transform your prospecting strategy today.

Recently published
Insight
The Next Millionaires Next Door
Where wealth lives today is important, but it’s just part of the story. Here’s where it’s going next – and how to get there first.
Read more
Insight
Discover the Future of AI with Steve Marshall from Aidentified
Explore the future of AI with Steve Marshall's insights on predictive analytics in the "AI Trends 2024" ebook, where he reveals how AI can anticipate consumer needs and drive business innovation.
Read more
News
Aidentified Celebrates Inclusion in the Prestigious WealthTech100 List
Aidentified Inc. has been recognized in the WealthTech100 list for 2025, highlighting its innovative AI-driven approach to transforming relationship intelligence and client prospecting in financial services.
Read more

Leverage our expertise.

Discover how Aidentified can transform your specialty services business. Contact us today for a personalized consultation and demo.
Request Demo