FP Alpha launches Planning-Led Prospect Engagement Tool for Advisors, The Prospect Accelerator
FP Alpha, an AI-driven, holistic financial planning solution for financial advisors, announced the launch of their new tool, The Prospect Accelerator.
In a post-COVID world, Financial Advisors are seeking additional ways to engage with prospects, but continue to lead their efforts with investments, “said FP Alpha’s Founder and CEO Andrew Altfest.”The Prospect Accelerator allows them to transform their approach, instantly delivering an advisor’s prospects a customized teaser report containing their FINANCIAL WELLNESS SCORE and high impact planning opportunities in under planned disciplines. This allows them to engage those prospects in a meaningful way while immediately establishing their differentiated value proposition.”
Recommended AI News: Smart Engines Brings OCR to the Travel Industry in Kazakhstan
The Prospect Accelerator is the first planning-led, prospecting tool that provides advisors with a digital experience that generates true prospect engagement, delivers instant planning alpha with minimal discovery efforts, reduces the traditional sales cycle and produces both qualified and validated leads.
“Currently, advisor prospecting tools are limited to investments, and to a lesser traditional financial planning. There is nothing that covers tax, estate, and insurance opportunities like The Prospect Accelerator, continues Altfest. “Identifying holistic planning opportunities in underserved, high value areas allow advisors to solve more problems, show more value, differentiate from competition and convince reluctant prospects get over the finish line.”
Recommended AI News: AscendEX Announces a $50 Million Series B Raise Led by Polychain Capital and Hack VC
“I believe The Prospect Accelerator will be a gamechanger for prospect engagement and lead nurturing efforts because it leads with PLANNING first,” said Joel Bruckenstein, wealthtech thought leader and Founder of Technology Tools for Today (T3). By providing advisors a compelling sales proposal including a FINANCIAL WELLNESS SCORE and prospect-specific planning opportunities, it is sure to speed up the prospect to client process.”
Additionally, FP Alpha recently announced their new integration partner, Riskalyze. The integration allows instant client import and transfer, along with client information search between FP Alpha and Riskalyze.
Recommended AI News: Appsian Security Announces Acquisition of Q Software, A Leader in JD Edwards Security and Compliance
[To share your insights with us, please write to sghosh@martechseries.com]
Comments are closed.