G2

Kshitij S.

Head of Product

Financial Services

Small-Business (50 or fewer emp.)

5/25/2026

"Revolutionary Prospecting Tool with AI for Wealth management"

5/5

What do you like best about Affluense?

The ROI from the platform has been incredible for us - easily 150x.

The AI enrichment in Affluense captures detailed 360-degree insights and subtle nuances about each prospect’s persona in quick 5 mins, which makes our conversations far more meaningful and engaging. It often feels like we already know the person personally before speaking with them. These insights help us tailor conversations naturally and build stronger relationships from the very first interaction.

One of the biggest advantages is how useful the platform is for prospect research before meetings. The deeper profiling gives us a clear understanding of who we’re speaking with, what matters to them, and how to approach conversations more effectively.

We also use Affluense’s deal tracking capabilities through API integrations to identify major money-moving events in our target market. This has helped us spot high-intent opportunities early and convert them into customers more efficiently.

Another thing worth mentioning is how easy the initial setup was. Even though I’m from the business side, I saw our tech team get everything up and running within just a couple of days. Review collected by and hosted on G2.com.

What do you dislike about Affluense?

One area that could be improved is the UI experience. In our case, we primarily use Affluense through WhatsApp and integrations with our internal systems, so we don’t spend much time directly inside the platform itself. That said, the UI could definitely be more polished and intuitive, especially for teams that rely heavily on the dashboard for day-to-day workflows. Review collected by and hosted on G2.com.

What problems is Affluense solving and how is that benefiting you?

Affluense helps our RM team conduct prospect research much faster, identify new business opportunities, and build stronger relationships with prospects. The AI enrichment provides deeper insights into each contact, enabling our team to have more personalized and meaningful conversations, while the deals tracking feature helps us identify and act on high-value opportunities at the right time.

From a performance standpoint, it has significantly improved our team’s efficiency and productivity by reducing manual research time, helping RMs prepare better for conversations, and increasing the quality of prospect engagement. Overall, it has positively impacted relationship-building, opportunity conversion, and overall team performance. Review collected by and hosted on G2.com.