AdvisorConnect: An AI-powered sales acceleration platform optimizing workflow and strategies in real-time.
Location
New York City, NY, US
Founded
2014
AdvisorConnect is a sales acceleration platform focused on serving financial advisors, insurance agents, and enterprise clients. The company's AI-driven Network Navigator and Cognitive Experience Design technology automate advisor workflows and provide network-based analytics. AdvisorConnect aims to optimize product, marketing, and content strategies in real-time for its users.
The platform functions as a virtual assistant, working continuously to identify opportunities aligned with users' business goals. AdvisorConnect offers tailored solutions for managers seeking to recruit and retain talent, advisors and agents looking to expand their client base through network leverage, and enterprise clients aiming to streamline their operations and boost sales performance.
AdvisorConnect - Classification
Also Known As
Advisor Connect Limited
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 16 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
513210Software Publishers
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
7300Business Services
8700Engineering, Accounting, Research, Management, And Related Services
6280Services Allied With The Exchange Of Securities Or Commodities
7370Computer Programming, Data Processing, And Other Computer Related
