Advancing Wealth Advisor Intelligence with ContactIQ 4.0
At AdvizorPro, we’ve set the standard for delivering unmatched contact and firm data for wealth advisors, family offices, banks & trusts, and beyond. While we’re proud to be the industry leader, our relentless commitment to innovation ensures that we’re always raising the bar and delivering more ROI to our clients.
AdvizorPro has built its reputation providing deep, actionable insights in the wealth management and financial services space. Our comprehensive platform includes the most accurate contact data available, enriched profiles featuring personal and investment interests, tech stack details, professional headshots, and in-depth ETF holdings analysis among much more. We’ve been able to do this by uniquely harnessing cutting-edge artificial intelligence.
Introducing ContactIQ 4.0
This week, we’re thrilled to announce the release of ContactIQ 4.0, the latest evolution of our advanced intelligence algorithm. Building on the foundation of its predecessor, this update leverages enhanced machine learning to identify and seamlessly fill gaps in company and contact data. Our proprietary algorithm excels at contextualizing both structured and unstructured data, drawing from a broad range of public and proprietary sources.
The result? A 15%+ increase in high-quality email coverage, alongside other major improvements. With ContactIQ 4.0, sales and marketing teams gain access to unparalleled data quality and coverage, enabling them to connect with an even broader range of accurate leads.
Key Benefits of ContactIQ 4.0
- Expanded Data Coverage: Gain access to the latest phone and email contact details, updated regularly to keep your team ahead.
- AI-Driven Precision: Improved matching and validation processes ensure data accuracy at scale.
- Consistent Quality: AdvizorPro’s trusted standard of excellence, now delivering even deeper insights.
ContactIQ 4.0 empowers you to spend less time hunting for information and more time building relationships and closing deals.
Raising the Bar for Financial Services Prospecting
Our enhanced algorithm means you’ll spend less time hunting for data and more time closing deals. We’re proud to set a new standard for prospecting in the retail and institutional financial services space. Our commitment to innovation ensures that AdvizorPro remains the go-to platform for asset managers, wealthtechs, recruiters, and all sales professionals seeking targeted, powerful insights in our industry.
