Manually cleaning and enriching prospect lists takes hours—and stalls campaigns before they start.
Marketing and sales teams waste valuable time tracking down missing emails, firm names, and contact details. Whether you’re prepping for a conference, following up after an event, organizing webinar signups, or launching a targeted outbound push, the process is slow and frustrating.
AdvizorPro’s AI List Matching eliminates that bottleneck.
Upload any list—attendees, hand-raisers, cold leads, or partial records—and our system instantly matches, verifies, and enriches each entry with accurate advisor and firm data. You get a clean, outreach-ready file in seconds – not days.
Perfect for:
Marketing teams managing webinar or conference outreach (pre- and post-event)
Sales teams working specific prospecting lists
Ops teams who need to keep CRM data clean and current
And with AdvizorPro CRM integrations available, you can automate list enrichment behind the scenes—keeping your data sharp without lifting a finger.
What Is AI List Matching?
AI List Matching is a tool that turns messy lists into outreach-ready lead files. You upload your data—emails, CRD numbers, partial names, firm names—and our system matches each entry against the most up-to-date advisor database in the industry.
Our AI fills in missing information, verifies accuracy, and returns clean, complete profiles with the key insights your sales and marketing team needs to act.
How It Works
Upload your list
Drop in a CSV or spreadsheet within the AdvizorPro platform – conference attendee list, webinar signups, CRM export, anything.AI matches your data
Our machine learning engine cross-references each entry against advisor websites, regulatory records, and proprietary firm-level identifiers.Receive enriched, verified leads
Instantly access clean records with verified names, job titles, firm affiliations, contact info, and additional sales intelligence.
Why It Matters for Sales & Marketing Teams
If you’re leading distribution for an ETF, SMA, or wealthtech platform, accurate data is your lifeline. AI List Matching helps you:
Book more meetings by delivering cleaner lists to your BDRs.
Improve email performance with fewer bounces and more relevant targeting.
Clean CRM data for asset managers without manual digging.
Speed up follow-up on high-value event leads and inbound hand-raisers.
Common Use Cases and Tactical Value
1. Pre- and Post-Event Lead Enrichment
You’re sponsoring a major industry event—FutureProof, Schwab IMPACT, Orion Ascent—and want to maximize every touchpoint. Whether you’re prepping outreach in advance or following up post-event, your list is rarely clean. You’re often left with attendee lists, badge scans or signups missing key details like email addresses, firm names, or roles.
With AI List Matching:
Convert partial entries into full advisor profiles.
Identify the correct firm affiliation, team, and contact information.
Add job title, location, and verified email to enable targeted, timely outreach.
2. Cleaning Up CRM and Marketing Lists
Thousands of records with incomplete or inconsistent data slow down every campaign.
AdvizorPro lets you:
Clean CRM data for asset managers in bulk, matching to verified records.
De-duplicate and remove inactive advisors based on license status or firm changes.
Standardize firm names, roles, and contact fields across platforms.
3. Prepping Target Lists for Outbound Campaigns
You’ve sourced a list of RIAs from a third party or internal research—but the data needs serious cleanup before use.
Use AI List Matching to:
Match fragmented names or firms to complete profiles.
Validate that targets are still active and relevant.
Prioritize leads by AUM tier, geography, or custodian for segmented outreach.
4. Reactivating Cold Leads or Webinar Signups
You’ve collected webinar registrations or content downloads, but many leads are missing contact fields—or have changed firms.
AI enrichment allows you to:
Match signups to verified advisor records, even with limited data.
Return complete firm affiliation, phone numbers, and roles.
Push enriched leads into your CRM or marketing system for fast re-engagement.
The Bottom Line
Data cleanup shouldn’t slow your team down. AdvizorPro’s AI List Matching delivers faster time to value by giving you ready-to-use lists—no manual cleanup required.
If you’re looking to enrich RIA lead lists with AI and clean CRM data for asset managers, this is your shortcut to better campaigns, faster follow-up, and higher ROI.
