Tailored Solutions for Financial Professionals
A comprehensive suite of solutions specifically designed to meet the needs of financial advisors, insurance agencies, and investment firms
Sam.ai understands the distinct needs of financial advisors, insurance agencies, and investment firms. Our platform delivers C-Suite marketing and trust-building solutions, empowering you to connect with decision-makers, nurture valuable relationships, and achieve long-term customer acquisition success in the financial services sector.

Connect, Influence, And Convert Key Decision Makers

Sam.ai's intuitive suite of solutions offers streamlined connections, persuasive influence, and seamless conversion of key decision makers into valuable clients.

Establish Trust & Build New Relationships

Network Intro

Generate Warm Intros & Referrals

Ideal Client Contacts

Reach 90% of your Ideal Clients

Workflow Automation

Sales & Marketing Automation

Executive Network Building

Form valuable connections with industry decision-makers for enhanced collaboration and opportunities

Personalized Trust Cultivation

Develop authentic narratives and engage strategies to reinforce client trust and reliability.

Advanced CRM Empowerment

Utilize cutting-edge tools for managing client interactions, enriching relationships, and offering personalized experiences

Elevating Financial Professionals' Success

Experience specialized solutions enabling financial advisors, insurance agencies, and investment firms to foster executive connections, establish credibility, and excel in customer acquisition within the finance sector.
Insightful growth strategies
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Customized marketing initiatives:
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Niche audience engagement
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In-depth prospect research

Wealth Management Lead Generation Strategies

In the competitive world of wealth management, our eBook shares lead generation strategies, combining traditional and cutting-edge methods like AI, automation, and integrated sales and marketing systems. These strategies include building a precise target client list, hosting webinars and events, offering expertise to establish trust, leveraging technology for efficiency, and expanding your network for referrals. These approaches set the stage for long-term success in wealth management.
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Very impressed with SAM's service! Real-time support, intuitive functionality, and valuable personal training. A.I. is top-notch too. Excited for future developments to support digital entrepreneurs

Hernan Rodriguez | Founder
Experior Financial Group Inc
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Sam.ai is an impressive solution! Within a day, I invited numerous people, imported thousands of contacts, and gained instant intelligence. Their support team is great too. Excited for the upcoming webinar!

Rony Wilfred | Consultant
Independent Financial Consultant
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Loved the ease of initial import (match fields, hit save), gathering AI on each Lead (interests, social profiles). Adding new Leads is super easy - one by one or quick add via spreadsheet. Multiple options to add Leads are really nice!

Jennifer Allen | Executive Coordinator
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With SAM, our Marketing & Sales tracking has become effortless. The exceptional SAM team treats us like the only priority, making them stand out from the rest. SAM is a true AI leader in merging Sales & Marketing.

Shani Yarmak | Sales Director
OFS Solutions
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The SAM leadership team is comprised of entrepreneurs and thus were very keen on providing customized solutions to support a 21st century manufacturing business. I highly recommend SAM to any business that is entrepreneurially focused.

Michael Visk | VP of Sales
P1 Industries
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SAM.ai is integral to our marketing strategy, yielding immediate ROI. Their user-friendly interface connects us to decision-makers, helping us thrive amid pandemic challenges. An invaluable networking asset committed to our growth.

Bert Rosenblatt | Co-founder & Owner
Vicus Partners
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Sam.ai stands out with unparalleled value! As a former VP of Sales and Marketing, I scrutinized Oracle Eloqua, SalesForce's Pardot, and Sam.ai. After extensive evaluation, Sam.ai proved to be the most cost-effective and scalable choice, offering top-notch tools

Alex Sierra | CEO
Sigma Ridge
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SAM provides a suite of powerful applications to organize contacts, stay on top of your pipeline, and access real-time metrics for better results and ROI. Raz and his team are patient and supportive, making it easy to seek help confidently.

Naomi Glaser | Senior VP & Founding Partner
Valera Global
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My experience with SAM Roundtable exceeded expectations. Networking with top decision-makers elevated my role as a trusted advisor, not just a broker. Valuable insights benefited participants' businesses, revealing lucrative opportunities.

Mike Davis | Partner
Scotland Wright Associates

All Covered

At Sam.ai, we believe in providing comprehensive support to our clients without any hidden costs. You will never be charged for Setup, Training, Support, or On-going Software Updates. Our commitment to transparency ensures that you receive the highest level of professionalism and sincerity throughout your journey with us

Comprehensive Onboarding

We prioritize empowering clients with successful transitions that include personalized training sessions, hassle-free setup, and effortless data import.

Dedicated Support

Our expert team is available via email or phone address queries, troubleshoot issues, and provide personalized guidance, ensuring a smooth and satisfying experience.

Expert Advice

Clients benefit from our expertise, gaining valuable insights to enhance their marketing campaigns in the form of best practices and roundtable discussions.

24/7 Security Monitoring

Sam.ai prioritizes data security with top-tier encryption and world-class cloud partners. No data selling or sharing with advertisers.