Maximize Wealth

Management Marketing with

Engage and build trust with key clients and high-net-worth individuals for unparalleled results. Sam minimizes marketing effort and maximizes results with a proprietary AI suite designed for Wealth Managers.

Upgrade Deal Generation with AI harnesses three AI disciplines and groundbreaking generative intelligence to empower wealth management companies in optimizing their sales and marketing efforts. From curating your perfect client contact list to fostering trust and orchestrating appointment setting, has you all covered!
Reach 90% of your Ideal Clients
Discover’s Ideal Client Contacts, offering access to a vast database of over 260+ Million verified business contacts.
Establish Trust with Thought Leadership
Build trust, foster relationships, and establish credibility for enhanced business growth with Sam’s Roundtable & Intent Marketing Suite.
Automate Appointment Setting
Book appointments at scale reaching thousands of marketing-qualified key decision makers of your products and services.
2X Sales & Marketing - win more Clients harnesses 3 AI disciplines & groundbreaking generative intelligence  to help you double your sales & marketing efforts.

What experts say about

If you’ve never experienced an AI-powered technology stack, I highly recommend that you request a demo and see if for yourself

Larry Myler

Not only can you harness an untapped wealth of contact information, but AI goes beyond the data and delivers actual insights

Molly Reynolds

Those who take advantage of AI-based platforms such as, will spend a lot less time learning how to use software

Chirag Kulkarni

Better Return On Time
Leverage Sam's 7-Years of AI Innovations! is your inhouse data scientist who helps you make better decisions through conversational intelligence. Sam’s nuance reporting captures specificity and insights at many levels deeper and faster than any existing engine.
402% faster workflow
Speed up your workflow by 402% with voice activated conversational AI.
Less learning more Doing
Use your natural language to get reports and business intelligence requiring zero software training.
Unified Holistic Data
Generate reports from multiple data sources through Sam’s Unified Holistic Data model.
Neuanced Intelligence
Get insights that are contextual and curated many levels deeper than any existing engine.
Remove Sales & Marketing Bottlenecks
On average, clients see substantial improvements in their overall sales and marketing KPIs within the first 3-months of deployment.  Sam’s 7-years of AI innovation along with award winning sales and marketing suite helps you maximize your client acquisition potential.
Speeds by marketing outreach by:
Boosts Marketing Qualified Leads (MQL) by:
Improves appointment setting by :
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.

Why customers ❤

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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
Testimonial Image has transformed our outreach, expanding our audience within our demographic. Automation revolutionizes our workflow, easing tasks and enhancing communication tracking for better prospect relationships.

Tim DelMastro | Marketing Manager
Kolinsky Wealth Management
Testimonial Image 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

All Covered!

At, 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