Find new clients for wealth management firm with AI
Top data for wealth management firms
We collect and analyze unique data from public sources for companies providing wealth and asset management services
- Niche news portals
- Trading social networks
- Public Financial Statements
Speak the same language
Proprietary AI models from Signum.AI are trained on niche data and can speak the same language with your customers
- Niche terminology
- Unique icebreakers
- Stay up to date with the latest news
Signals available for tracking
Person Position Change
Updating your prospect’s job title in their current company
Person Job Change
Your prospect has joined a new company
Person Name Change
Your prospect has changed their name
Person Location Change
Your prospect has relocated to a new location
Keywords mention
Your prospect has mentioned one of the provided keywords
Fundraising Underway
Your prospect’s company initiated a new funding round
Funding Type Change
Your prospect’s company has changed its funding type
Additionally
We can track custom triggers from your sources
Here’s What Our
Customers Say
“Excellent product! I have used Signum’s solution within two organizations in edtech and fintech spheres. It helped us to close deals quickly with optimized personalization.”
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– Fernando Rodriguez
“Signum.ai has created a great solution that we use to find new investors for our fund and send them hyper-personalized offers.”
– Serge Milman
“Awesome tool! Caught good signals to close deals.”
– Alex Kondrashtina
“Signum.AI solutions helped us to improve our cold outreach efforts to IT teams.”
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“Signum.AI tools helped us generate more qualified leads and optimize email outreach through potential customer tracking and real-time alerts.”
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“As a company specializing in data-driven marketing services, it is essential for us to reach out to the right decision-makers at the right time.”
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“Signum.AI did a great job really understanding our needs and working with us over multiple iterations to really dial the lead quality.”
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“It is really very useful that Signum.AI finds the most relevant triggers in the industry”
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“We’ve been working with Signum.AI since the end of July and have been satisfied with the results so far.”
– Stepan S