Aidentified : Market and Competitor Analysis

Find stats on top websites

adaptivecomputing.com

aprenita.com

Aidentified is an AI-powered prospecting platform designed for financial services professionals. The platform helps users identify, qualify, and connect with potential clients through relationship mapping, wealth insights, and data enrichment. Aidentified allows users to leverage their existing networks, receive real-time alerts on financial triggers, and access verified contact information for more effective outreach.

Company : Aidentified

Industry : Financial TechnologySales TechnologyFinTech

Major Markets

United States

Canada

United Kingdom

Key Competitors

WealthEngine

Orion Advisor Tech

Salesforce Financial Services Cloud

Aidentified Key Value propositions

AI-powered prospecting

Relationship Mapping

Data Enrichment

Wealth Insights

Aidentified Latest news

aidentified

... news mentions, job and role changes, and more. Because when it comes to prospecting, the “when” is just as important as the “who.” Book a Demo. Transform ...

Aidentified Recognized as "One to Watch" in Snowflake's Modern ...

News provided by. Aidentified. Sep 14, 2023, ... importance of privacy enhancing ... For more information, visit https://www.aidentified.com/ and connect with us on Twitter and LinkedIn.

News Room

From Big Tech to Startups: Darr Aley on the Art of Leadership and Innovation · Aidentified Makes WealthTech100 List · AI Time Journal · Leveraging Technology to ...

Themes drawn from Early Stage Investing in WealthTech in 2021

May 17, 2021 ... https://www.insurancebusinessmag.com/us/news/breaking-news ... https://www.prnewswire.com/news-releases/aidentified ... important themes that are ...

Aidentified SWOT Analysis

Strengths

AI-powered insights for effective prospecting.Strong focus on financial services industry needs.Data-driven approach to identify and qualify leads.

Weaknesses

Reliance on data accuracy and completeness.Potential competition from established CRM providers.Pricing may be prohibitive for smaller firms.

Opportunities

Expand to other sectors beyond financial services.Develop partnerships with complementary FinTech companies.Offer more flexible pricing options for different user segments.

Threats

Data privacy concerns and regulations.Rapid technological advancements in AI and data analytics.Economic downturn impacting financial services spending.

Top Marketing Strategies for Aidentified

Personalized User Onboarding

This strategy will help improve customer retention by providing a tailored experience for new users. It will also allow the platform to educate users about its value and encourage them to adopt key features.

Facebook Messenger Marketing

This strategy will help Aidentified generate leads and build relationships with potential customers through personalized interactions on Facebook Messenger. It will also enable Aidentified to provide instant customer support and answer inquiries directly within the platform.

Interactive ROI Calculator

This strategy will help Aidentified to showcase the value of its platform to potential customers by providing a tool that quantifies the return on investment. This will make the platform more appealing to users seeking a data-driven approach to prospecting.

Apply these strategies to your business with just one-click at Waxwing.ai

Aidentified User Persona

Name:

Mark Williams

Age :

45

Gender :

Male

Occupation :

Senior Financial Advisor

Industry :

Financial Services

Education :

MBA, Finance

Preferred platforms

GOALS

Grow his client base by 15% within the next year, focusing on high-net-worth individuals using a data-driven approach to identify and target potential clients more effectively
Enhance his client relationships by providing personalized investment strategies and staying updated on relevant financial triggers using AI-powered insights and real-time alerts to proactively address client needs and opportunities
Improve his team's productivity and efficiency by streamlining prospecting efforts and reducing time spent on manual research, allowing them to focus on high-value client interactions and strategy development.

Frustrations

Struggling to find qualified leads and often wastes time on individuals who don't meet his client profile criteria
Keeping up with market trends and financial triggers that could impact his clients' portfolios, leading to reactive rather than proactive advice
Managing a large book of clients and ensuring each receives personalized attention and tailored financial planning strategies.

Name:

Emily Carter

Age :

32

Gender :

Female

Occupation :

Associate Wealth Manager

Industry :

Financial Services

Education :

Bachelor's Degree, Economics

Preferred platforms

GOALS

Build a strong professional network and establish herself as a trusted advisor among her peers and potential clients through active engagement on LinkedIn and attending industry events
Convert prospects into long-term clients by leveraging data insights to personalize her outreach and demonstrate a deep understanding of their financial goals and aspirations
Stay ahead of the curve in the rapidly evolving wealth management landscape by adopting new technologies and data-driven approaches to improve her skills and client offerings.

Frustrations

Struggling to find qualified leads and often wastes time on individuals who don't meet his client profile criteria
Keeping up with market trends and financial triggers that could impact his clients' portfolios, leading to reactive rather than proactive advice
Managing a large book of clients and ensuring each receives personalized attention and tailored financial planning strategies.

Name:

John Park

Age :

58

Gender :

Male

Occupation :

Insurance Broker

Industry :

Insurance

Education :

Bachelor's Degree, Business Administration

Preferred platforms

GOALS

Expand his client base by targeting specific demographics and financial profiles within his region using AI-powered relationship mapping to identify potential leads within his network and target market
Increase his close rate by identifying high-intent prospects who are actively seeking insurance solutions or experiencing life events that trigger a need for insurance coverage
Streamline his workflow and reduce administrative tasks associated with prospecting and client onboarding through automated data enrichment and integration with existing CRM systems.

Frustrations

Struggling to find qualified leads and often wastes time on individuals who don't meet his client profile criteria
Keeping up with market trends and financial triggers that could impact his clients' portfolios, leading to reactive rather than proactive advice
Managing a large book of clients and ensuring each receives personalized attention and tailored financial planning strategies.

Aidentified Geographic and Demographic Insights

Geographic Insights: Aidentified's primary market is the United States, followed by Canada and the United Kingdom. This suggests a focus on English-speaking markets with established financial sectors.

Top Countries

United States
60%
Canada
15%
United Kingdom
10%
Australia
8%
Germany
7%

Demographic Insights: Aidentified's target users are predominantly male and aged between 35-54, reflecting the demographics of experienced financial advisors.

Age Distribution

Gender Distribution

Aidentified Socio-economic Profile

Household and Income Insights: Aidentified's target users typically have high incomes and larger households, indicating affluence and potential for significant assets under management.

Educational and Employment Insights: Majority of Aidentified's target users are highly educated with University degrees and are employed full-time, primarily in financial services.

Households Size

Income Distribution

Education Level

Employment Status

Aidentified Behavioral Insights

Interest-Based Insights: The target audience shows interest in wealth-building activities, technology, and affluent lifestyles.

Technology and Social Media Usage: Users prefer LinkedIn and desktop devices, reflecting their professional focus. YouTube and Instagram also see significant engagement.

Interests

investinggolfluxury travelfine diningtechnologyreal estatephilanthropy

Device Breakdown

Social Media Usage

Aidentified Top Competitors

Competitor	Estimated market share	Top domains
WealthEngine	35%	Data Enrichment, Wealth Insights, Prospecting
Orion Advisor Tech	25%	Portfolio Management, Financial Planning, CRM
Salesforce Financial Services Cloud	20%	CRM, Client Relationship Management, Sales Automation

adaptivecomputing.com

aprenita.com

[email protected]