Aidentified has completely changed the game for us. As 1 of the 3 lead advisors on our forum producing team, it lies on our shoulders to drive outreach every single day. With Aidentified at our disposal, there are no excuses not to make 500+ calls per day between the three of us. Aidentified not only allows us to keep our pipeline full, but it allows us to examine client financial data prior to meeting with them. This is critical, since our lead advisors are handling conversations with lower income clients (Associate Directors, managers, etc.). For example, we might be set to meet with a manager for instance.... but Aidentified can tell us that this person's spouse is actually a Director at XYZ firm, meaning this discussion might be more appropriate to be run by one of our more senior advisors. Aidentified also allows us to prepare relevant & pointed feed lists for our current clients to drive new business and uncover opportunities within our client's respective inner circles. Review collected by and hosted on G2.com.

Aidentified is young in its lifecycle, meaning there are a lot of updates being made throughout the months. It would be helpful to receive notice of these updates in a more formal manner to ensure we are leveraging new nuances of the platform. Review collected by and hosted on G2.com.