Wealth AdvisorsClient Opportunity Intelligence
ChatAE provides the AI-powered deep research, Trigger alerts, and suggested messaging you need to understand, engage, and win clients.
Get notified of the exact moments when potential clients need financial planning services.
Life Events
Track life changes that impact financial planning needs
Uncover when potenital client has children, gets married, or divorces
Company Sales
Alert when potential clients sell their companies or businesses
Uncover when potential client sells a company, joins a board, or hires estate counsel
Inheritance
Monitor estate & will information from probate court proceedings
Alert when potential clients receive inheritance or enters probate proceedings
Board Appointments
Track when potential clients join corporate boards or advisory positions
Uncover when potential clients join public company boards or advisory committees
Real Estate Activity
Track property purchases or sales by potential clients
Alert when potential client buys a home, sells property, or transfers real estate into a trust
Liquidity Events
Track IPOs, acquisitions, and other liquidity events
Uncover when potential clients' company has an exit
From opportunity detection to client engagement, ChatAE provides the AI-powered strategic sales tools to grow your wealth advisory practice.
Client Opportunity Detection
Automatically identify when clients need financial planning services based on life events and financial changes.
Financial Intelligence
Track market conditions, investment opportunities, and timing for optimal financial planning strategies.
AI-Powered Outreach
Generate personalized messages for clients based on their specific financial situation and needs.
Client Development
Build stronger relationships with existing clients and identify opportunities for additional services.
Follow-up Automation
Maintain relationships with clients through automated, personalized follow-up sequences.
Multi-Channel Engagement
Reach clients across email, phone, and in-person meetings with coordinated messaging.
See how wealth advisors are growing their practice with ChatAE.
"ChatAE helps us identify client opportunities we would have missed. The company sale alerts are incredibly valuable for our practice."
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