While working closely with a small group of wealth advisors, I recently discovered two interesting studies on Wealth Management (our key focus market): From PWC: Global Private Banking and Wealth Management Survey (2013). Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full […]
New affluents don’t respond to cold calls, read brochures nor go to events. To win their business, you need to play on their terms and engage on social media
Find Qualified Leads And Engage
FindNConnect will save you time so you can focus on what you do best: Advise your clients.
Map your market & discover the best prospects in the segment you target
Profile leads based on location, industry/role, behavior, content interest and affinities.
We map your target ecosystem, then nurture and grow a list of hundreds of active prospects in Twitter and LinkedIn. We select an initial set of 100 deeply profiled prospects along with actionable intelligence that you can use in your sales process.
Expert Assistant who listens for you
Your AI-powered assistant will monitor thousands of posts and extract the 5-7 best insights and opportunities per day, to connect and assist you in using social media and in engaging with your prospects.
- They spot which ones you should read
- They identify actionable relationship-building opportunities
Our expert assistants, trained on our methodology and on fintech regulations, analyze your prospect’s river of tweets.
- They suggest a personalized call to action to strengthen your relationship to prospects
Focus your time and attention; network efficiently using one email a day and an easy to use platform.
We make it easy and efficient for Financial Advisors to listen to hundreds of prospects:
- Receive a daily curated digest of the best tweets & posts from your prospects
- Access a mobile application with your prospect profiles, opportunities and history of your relations
- Social Media can be overwhelming, and our solution makes you consistent, focused and effective
- Spending an average of 15 minutes per day, you build authentic and trustable relationships
Measure the social selling activity of your team and manage performance
As Sales Managers, you can easily monitor and measure the activity of your Financial Advisor team:
- Analyze effort and results
- Identify and recognize top performers
- Adjust the list of prospects and manage digital territories
- Enforce best practices and establish a record of interactions across your organization
YOUR SOCIAL SELLING SOLUTIONS
CHOOSE YOUR PLAN
FIND - CONNECT - DELEGATE
Mapping of your personalized prospects (100+)
AI-Powered insights about your prospects (life events, job changes, news)
CONNECT (In addition to the Find Plan)
AI-powered insights and actionable relationship-building opportunities (5-7 per day)
Real Time Dashboard to monitor your progress in networking with your prospects
Professional guidance on establishing a Social Media presence & continued personalized coaching
A dedicated, human expert assistant who reads, then pinpoints tweets and makes recommendations for you. (5-7 per day)
Real Time Dashboard to monitor your progress
CHOOSE YOUR PLAN
Our solution is the result of two years of close collaboration with Financial Advisors just like you.
new actionable leads each year
insights and opportunities to
engage per day
Hands on education in Social Selling with examples from real prospects
A great personal brand in LinkedIn and Twitter that position you well with new affluents.
Social Intelligence and Social Selling blog
There are lots of positive buzz around social selling. However, most of the articles are fairly generic (works/ does not work …) and very few actually go into facts and data: in what situation does it work or not how to setup the right processes and metrics to generate a positive ROI. Having practiced social […]
“How can I grow my business by attracting new clients? That’s the question I’ve been asking ever since I started my own consulting company. And I’m not alone. Pretty much every professional I know asks these three questions: What clients would I ideally like to work with? Where are they? And how do I […]