Meet Mary. How many of your potential clients feel like Mary and never end up working with one of your financial advisors? Reach out to learn how Couplr can help cultivate your inbound traffic (leads) into warm relationships with people that want to work with the best advisor for them at your company. #fintech #enterprise #financialadvisors
Couplr AI
科技、信息和网络
Cheyenne，WY 1,308 位关注者
Organic Growth Engine for Insurance & Wealth Management Companies. Available anywhere but Mars, for now.
关于我们
We provide Insurance & Wealth Management companies a predictable, scalable, and cost effective sales enablement tool to drastically improve their lead generation efforts unlike anything else. Our solution helps acquire more clients in a way that feels natural that will drive an increase in product & services placed and improve financial advisor success rates & retention. Ultimately, we are helping Insurance & Wealth Management companies meet the challenging demands of the consumer on a global scale. Couplr AI is a Lead & Client sales enablement matchmaking solution for the Insurance & Wealth Management industries including Asset Managers, BDs, Life Insurance Companies, Wire Houses, Large RIAs, Organizations and Financial Advisors. New clients are the lifeblood for insurance & wealth management companies and their financial advisors. They spend a tremendous amount of time and resources on lead generation to attract and acquire new clients, but things tend to break down when trying convert those leads into paying customers. Couplr AI drastically improves this experience as a sales enablement tool. People are looking for help with their money. Insurance & Wealth Management companies are looking for new clients. Couplr AI has greatly enhanced the consumer journey which directly leads to an improved lead generation & client acquisition experience for our partners.
- 网站
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https://www.couplr.ai
Couplr AI的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 2-10 人
- 总部
- Cheyenne，WY
- 类型
- 私人持股
- 创立
- 2022
- 领域
- lead generation、machine learning AI、White-label、Enterprise、fintech、wealthtech、SaaS、Lead Matching、Client Matching和Behavioral Finance
地点
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主要
获取路线
US，WY，Cheyenne
Couplr AI员工
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Derek N.H. Notman, CFP?
Derek N.H. Notman, CFP?是领英影响力人物 Founder & CEO at Couplr.ai. Organic Growth Engine for Insurance & Wealth Management Companies and their Financial Advisors | REBL Dad | Speaker |…
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Meghaan Lurtz
Writer, Researcher, Educator
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Brian Lam
Software Engineer at Couplr AI, specializing in Javascript, React, SQL, Next.js, Python, Flask, HTML, CSS, Ruby on Rails, Git, Postman, Docker
动态
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Don’t Settle for Generic Engagement – Elevate with Couplr AI! Your clients deserve a personalized experience, not one-size-fits-all advice. With Couplr AI, tap into actionable, AI-driven insights that bring true value to every interaction. Our platform empowers you to understand your clients on a deeper level – aligning with their needs, timing, and goals. Get the insights that matter and engage clients like never before. Why settle when you can elevate? #CouplrAI #ClientEngagement #AIInsights #FinancialAdvisors #PersonalizedFinance #SmartEngagement #DataDriven
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Every client deserves a unique approach! At Couplr AI, we know that every financial journey is different. That’s why we leverage advanced AI and data science to understand your clients & advisors unique preferences, aspirations, and needs.?We then tailor these insights to connect clients & advisors, at the right time and place, for the right reasons. Let Couplr AI power your organic growth engine. #CouplrAI #FinancialAdvisors #PersonalizedFinance #AI #FinancialGoals #FuturePlanning #SmartInvesting #TailoredAdvice
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Check it out, we're on the list!!
Founder & CEO at Couplr.ai. Organic Growth Engine for Insurance & Wealth Management Companies and their Financial Advisors | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Check this out, Couplr AI is on the list of Best New Technology Software for Investment Professionals! Just announced by InvestmentNews I am stoked to see Couplr AI included among so many great tech solutions for the insurance & wealth management industry. Shout outs to the top winners Sheryl O'Connor at IncomeConductor, Mike Overdorf at The Sycamore Company, and Robert Battista, CFA at Vestmark! If you're an executive at an insurance or wealth management company looking for technology to help your advisors grow, then check out this list: 3xEquity Advisor360° AllocateRite Alphathena Andes Wealth Management Asset-Map AssetMark Brooklyn Investment Group CAIPS CAIS COMPLY Couplr AI eMoney Advisor FP Alpha iCapital MyVest RegEd RightCapital RISR Testimonial iQ Vestmark Wealth.com Learn more here: https://lnkd.in/etDm8648 Who would you add to this list? #fintech #wealthmanagement #financialadvisors
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We’re thrilled to announce that Couplr AI is a finalist in this year’s ThinkAdvisor Luminaries Awards! It’s an honor to be recognized alongside so many industry leaders, and we’re keeping our fingers crossed for a win this December! Thank you to Janet Purdy Levaux, the ThinkAdvisor team, and all the judges for their dedication and hard work. Congratulations and best of luck to all the Finalists! #Awards #WealthManagement #FinancialServices #Fintech #Innovation #DigitalTransformation #FinanceCommunity #AI #FinancialAdvisors #TechForGood
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?? Tomorrow's the day ?? Join Derek N.H. Notman, CFP? and fintech icon Bill Harris for a live, game-changing chat on how fintech is reshaping the? insurance and wealth management industry. Don’t miss this rare chance for executives to gain actionable insights on strategies, pitfalls, and growth opportunities in a rapidly evolving market. Secure your spot now before it's too late: https://lnkd.in/d94q9hma #Fintech #AI #DataScience #WealthManagement #Innovation #FutureOfFinance
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Only 4 days left ? Don’t miss this live chat with fintech icon Bill Harris to learn how fintech, including AI and Data Science, is transforming insurance and wealth management industry. Specifically for executives in this industry to gain actionable insights on strategies, pitfalls, and growth opportunities in today’s market. Secure your spot now: https://lnkd.in/d94q9hma #Fintech #AI #DataScience #WealthManagement #Innovation #FutureOfFinance
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Join our founder Derek N.H. Notman, CFP? for a live fireside chat with fintech icon Bill Harris, founding CEO of PayPal, TurboTax, and Personal Capital! Discover how Fintech, including AI and Data Science, are transforming insurance and wealth management, with insights on strategies, pitfalls, and growth in today's evolving market. Don't miss this chance to learn, connect, and innovate! Register for free here: https://lnkd.in/d94q9hma #Fintech #AI #DataScience #WealthManagement #Insurance #Innovation #DigitalTransformation #FutureOfFinance
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Our founders latest article on the modern consumer and AI, let us know your thoughts! https://lnkd.in/eX2MgcrX
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Here's a great analogy on people looking for financial advice and how we think we can fix the problem!
Founder & CEO at Couplr.ai. Organic Growth Engine for Insurance & Wealth Management Companies and their Financial Advisors | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Ever feel on edge about your money? (yes, this post is a little edgy ??) Being on the edge can mean the difference between falling and taking a leap of faith. Most people feel on edge when it comes to finding professional financial advice. Here's how Insurance & Wealth Management companies can help people take a leap of faith to get the financial advice & guidance they're looking for. One of the top issues I've seen with tools & experiences that are supposed to help people find an advisor is that they forget the human element. Money is personal, money is private, money is part of being human. A lot of tools ask for your name, email, phone #, and 401k balance and then tell you they will be in touch, or "match" you based on what exactly? That feels like the opposite of human! People feel like they've lost control of the process. Where's the transparency and "how are you considering me as a human being", not just another sale? Here's how to help people looking for help with their money take a leap of faith: ?? Empower them by creating an amazing, personalized experience. Think eHarmony for relationships. Netflix for movies. Spotify for music. Amazon for online shopping. Not only do we give people what they want, but we learn more each day about when & why people get help from an advisor and what made that relationship successful. Data is our friend, but we have to collect the right data through the right experience for it to actually help. Yes, we can always get better and learn more. But it seems like there's a major opportunity for the Insurance & Wealth Management industry to take it's own leap of faith to exponentially help a lot of people. What do you think? #money #financialadvisors #personalization #wealthmanagement