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
Generate Warm Intros & Referrals
Ideal Client Contacts
Reach 90% of your Ideal Clients
Sales & Marketing Automation
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
Customized marketing initiatives:
Niche audience engagement
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.
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
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
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
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
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
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
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
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
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
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
We prioritize empowering clients with successful transitions that include personalized training sessions, hassle-free setup, and effortless data import.
Our expert team is available via email or phone address queries, troubleshoot issues, and provide personalized guidance, ensuring a smooth and satisfying experience.
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.