Introducing AI Search in AdvizorPro
We’re excited to announce the launch of AI Search in AdvizorPro! This powerful new feature empowers you to build targeted lead lists in seconds, using simple and intuitive search prompts.
How it Works
Our AI chatbot is seamlessly integrated with the existing search filters in our platform. To get started, simply describe the audience you’re looking for using keywords that match these filters. The AI will do the rest, delivering accurate and relevant results in no time.
Getting Started with AI Search: Example Prompts
To help you get the most out of AI Search, here are some example prompts to get you started:
- Baseline: “Show me a list of RIAs”
- Beginner: “Show me a list of RIAs in Atlanta, Georgia”
- Intermediate: “Show me a list of RIAs in Atlanta, Georgia who have the word ‘chief’ in their title”
- Advanced: “Show me a list of RIAs in Atlanta, Georgia who have the word ‘chief’ in their title and custody with Schwab”
- Expert: “Show me a list of RIAs in Atlanta, Georgia who have the word ‘chief’ in their title and custody with Schwab in the 200M-750M range”
Unlock the Power of AI Search
With AI Search, you can say goodbye to tedious manual searching and hello to a streamlined lead discovery process. Try it out today and experience the difference for yourself!
