ASSETLINK

88% of financial advisors and asset managers view the?current process of fund discovery, diligence, and distribution as?friction-filled.? However, with our version 3, you will be able to: ? Efficiently raise AUM. ? Prioritize prospects. ? Get actionable insights before your meeting(s), and lots more. Visit assetlink.ai to get started.

Shift from reactive to proactive! Personalized client communication, combined with tailored product recommendations, not only boosts client engagement but also drives stronger sales results. Want to watch the full webinar? Click the link below. https://lnkd.in/emjtJKxf

ASSETLINK is proud to share that our CEO, Devon Drew, will be speaking at the Future Proof Citywide conference in Miami, Fl this Sunday at 2pm. Please join him live from the Art Deco stage to learn about AI's Breakthrough Moment: From Research to Results. See you in Miami!

Prospecting isn’t just about volume—it’s about precision. The most successful firms don’t just chase leads; they identify and engage the right ones at the right time. What’s your biggest challenge in growing your business? #InvestmentSales #Prospecting #RelationshipIntelligence #WealthManagement

U.S. President Donald Trump's tariffs are expected to be a major focus this week, as his statements on trade have led to widespread uncertainty among investors. In addition, important U.S. economic data will be released, including new figures on consumer price inflation. Meanwhile, House Republicans are anticipated to vote on a spending bill aimed at preventing a federal government shutdown. Here’s an overview of what to expect in the markets for the week.

Women manage trillions in assets globally, yet they hold less than 15% of portfolio manager roles worldwide. Despite research showing that firms with diverse leadership generate more revenue from innovation, the industry still has gaps to close. This #InternationalWomensDay, we recognize the women leading in finance and asset management. But access to opportunities shouldn’t be limited by outdated prospecting methods or industry norms. At AssetLink, we leverage AI-powered relationship intelligence to help professionals build the right connections—faster and smarter because the future of finance is diverse, data-driven, and built on access to the right opportunities. Tag a woman in finance who inspires you. #InternationalWomensDay #WomenInFinance #WealthManagement #AssetLink #AI

Traditional prospecting is broken. AI-powered matchmaking helps investment sales professionals connect with prospects at the right time—no more guesswork—just smarter, data-driven prospecting. Are you still chasing cold leads, or are you targeting high-intent investors? Read more in our latest newsletter here ?? #WealthManagement #AI #Prospecting #AssetManagement

AI is only as powerful as the data behind it. Inconsistent or inaccurate data? That’s a non-starter. In last month’s Unlock the Power of Your Data webinar, our CEO, Devon Drew, explained why data accuracy is the foundation for AI-driven success—because without good data, even the best AI is useless. Want to watch the full webinar? Click the link below. https://lnkd.in/emjtJKxf #AI #WealthManagement #DataIntelligence #RelationshipIntelligence #AssetLink

Our CEO, Devon Drew will be embarking on a 6 week conference circuit roadtrip. If you’d like to hear updates on what’s new and exciting with ASSETLINK, while we are in your city, just send us a message.

AI isn’t just a trend—it’s transforming the way we understand and engage with clients. In last month’s Unlock the Power of Your Data webinar, our CEO, Devon Drew, shared how firms can leverage AI to drive smarter prospecting and deeper client relationships. Did you miss the webinar? You can watch the full recording here. https://lnkd.in/emjtJKxf #AI #WealthManagement #DataIntelligence #RelationshipIntelligence #AssetLink