- Aidentified secures $12.5m in Series B funding led by FactSet
- Aidentified is an AI-driven platform offering relationship intelligence and prospecting solutions for financial advisors, marketing teams, and sales professionals
- Funding will be used to enhance technological capabilities and expand the team to support client adoption
- Aidentified’s platform enhances client engagement for financial service firms and independent advisors
- Aidentified’s advanced AI and machine learning algorithms enable users to visualize connections with prospects and leverage client networks
Aidentified Secures $12.5m in Series B Funding Led by FactSet
Aidentified, a leading AI-driven platform specializing in relationship intelligence and prospecting solutions, has recently announced a significant milestone in its growth journey. The company has successfully secured $12.5m in Series B funding, with the funding round being led by FactSet, a renowned global provider of digital financial solutions and enterprise services. This substantial investment is poised to propel Aidentified to new heights in the realm of financial technology.
Revolutionizing Relationship Intelligence with Cutting-Edge Technology
Aidentified’s platform stands out in the industry for its innovative approach to enhancing client engagement and relationship building. By leveraging advanced artificial intelligence capabilities, the platform equips financial advisors, marketing teams, and sales professionals with the tools they need to identify, qualify, and convert new client relationships more efficiently. The Series B funding will enable Aidentified to further enhance its technological capabilities, ensuring that its platform remains at the forefront of the industry.
Empowering Financial Professionals with Strategic Insights
Tom Rauker, President and Co-CEO of Aidentified, highlighted the importance of leveraging sophisticated technology to streamline tasks and empower today’s workforce. He emphasized how Aidentified’s AI platform simplifies the process of identifying and connecting with potential clients, ultimately helping financial planners and wealth advisors build valuable relationships more effectively. The rich dataset provided by Aidentified allows users to strategically allocate their prospecting efforts, resulting in improved outcomes and increased client engagement.
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Unleashing the Power of Data and Analytics for Enhanced Client Connections
Aidentified’s platform offers a range of features that enable users to search for specific identity markers such as income, wealth segment, location, and hobbies. Through advanced AI and machine learning algorithms, the platform visualizes connections with prospects and leverages existing client networks for referrals. With a vast database mapping billions of connections, Aidentified is a frontrunner in the realm of relationship data intelligence.
Greg King, Head of Wealth Management at FactSet, emphasized the unparalleled level of detail provided by Aidentified in surfacing key personal and professional connections. By combining Aidentified’s capabilities with FactSet’s extensive data and analytical resources, financial professionals can expect a significant acceleration in their prospecting and business development efforts. The collaboration between Aidentified and FactSet is set to reshape the landscape of financial technology, offering unparalleled value to advisors and professionals in the industry.
Aidentified’s successful Series B funding round led by FactSet marks a significant milestone in the company’s growth trajectory. With a focus on technological innovation and client-centric solutions, Aidentified is well-positioned to solidify its presence in the market and deliver enhanced services to its growing client base. The partnership between Aidentified and FactSet exemplifies the potential for collaboration and synergy in driving innovation and excellence within the financial technology sector.
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