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 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 like 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

1. Upload your list: Drop in a CSV or spreadsheet within the AdvizorPro platform - conference attendee list, webinar signups, CRM export, anything.
2. AI matches your data: Our machine learning engine cross-references each entry against advisor websites, regulatory records, and proprietary firm-level identifiers.
3. 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.

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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.

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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.

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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.

Powering Growth with Clean, Enriched Data

Manually cleaning lists used to be an unavoidable time sink for marketing and sales teams. With AdvizorPro’s AI List Matching, that entire process becomes automatic. You can enrich, verify, and prepare outreach lists in seconds, keeping your CRM and campaigns running smoothly without manual work.

Teams using AdvizorPro combine AI List Matching with TrafficIQ and CRM integrations to create a connected, data-driven workflow. They enrich prospect lists instantly, identify which RIAs are engaging with their websites, and sync accurate, up-to-date advisor data directly into their systems for faster, more targeted outreach.

For insights on how top firms scale advisor outreach, explore our Cold Email Outreach Setup and learn how data precision translates to higher conversions.

With AI-driven enrichment, your team spends less time fixing data and more time connecting with the right advisors.

Start using clean, verified data to drive faster growth. Start your free trial.

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