Lead scoring for wealth managers

Your next client. Already in your drafts.

Know who to email next? Profluento does. Lead generation and first-touch outreach, done before you open your inbox.

Leads

Ranked before your day begins.

Describe your ideal client. Profluento ranks every prospect against it, and re-ranks whenever you refine it.

Targets setStanfordTechnology$5M+ net worthRun
NameConfidenceLocationIndustryGeneratedStatusActions
Karen WhitfieldHighSan FranciscoUSProfessional serviceschief executive officerYesterdayLead
Nadia BrandtHighZurichCHProfessional servicesmanaging partnerYesterdayLead
Raymond TsoiMedLos AngelesUSProfessional servicessenior directorYesterdayLead
Sione Va'aiMedAucklandNZProfessional servicessenior associate2 days agoLead
Arun MehrotraMedDelhiINProfessional servicesdelivery lead2 days agoLead
Omar HaddadLowHamburgDELegal servicesequity partner3 days agoLead
Connections

Then it lands where you work.

Profluento writes into the tools you already have. Your inbox, your CRM, your calendar.

New messageDraft
To
k.whitfield@meridian-partners.com
Subject
Congratulations on your appointment

Dear Ms Whitfield, Congratulations on your appointment as chief executive. If a short conversation about the personal side of a step like this would be useful, I would be glad to arrange one.

Send
Profluento wrote thisReview and send
Outreach

You approve every send.

Each email is prepared in your drafts for review. Edit as needed and send when ready. Profluento cannot send on your behalf.

New message
Tom.hale@ridgeline-industrials.com
SubjectCongratulations on your appointment

Dear Mr Hale, Congratulations on your appointment as managing director. I advise a small number of operators in industrials across Austin and Dallas, usually on the personal side of a step like this one, where compensation structure and liquidity timing begin to matter more than they did. If a short conversation would be useful in the next few weeks, I would be glad to arrange one. Kind regards, Daniel Reeve, Halstead Wealth Partners

Drafted by Profluento · you approveSent · contact created in HubSpot
Triggers

What prompts a rescore.

A prospect’s score changes when their circumstances do. Profluento rescores overnight and revises the draft, so each morning’s list reflects the previous day’s developments.

Promotion

A promotion

Karen WhitfieldMeridian Partners, San Francisco

  1. Circumstances change

    Her new title appears on the public record six weeks after the board's decision. She has been in your contacts since 2019 without a clear occasion for outreach.

  2. The score updatesRescored overnight, 02:10
  3. The draft is revised

    The previous draft, written for her former role, is replaced with one addressing the appointment. It is ready before the business day begins.

    GmailHubSpot
Funding

A funding round

Joyce OkaforMeridian Logistics, Austin

  1. Circumstances change

    The round is announced publicly, establishing a clear value for her equity and for every other shareholder's.

  2. The score updatesRescored overnight, 02:10
  3. The draft is revised

    She and her two co-founders rise in the rankings together, with drafts timed for the weeks after the announcement rather than the same day.

    OutlookSalesforceSlack
Referral

A client referral

Tomas RehnIntroduced by an existing client

  1. Circumstances change

    A client copies you on an introduction at 08:20. The month's most qualified lead arrives alongside routine correspondence.

  2. The score updatesScored on arrival, 08:21
  3. The draft is revised

    He is scored on arrival, and a reply proposing two meeting times is drafted in the same thread.

    GmailGoogle Calendar
The workflow

Four steps. One requires you.

Profluento does the scoring, the writing and the book-keeping. Decide whether this person is worth your hour, and press send.

ScoreRanked list
DraftIn your voice
DeliverYour mailbox
RecordYour CRM
Control

What compliance asks first.

Minimal, clearly defined permissions. Profluento cannot send on your behalf or access your inbox.

Scopes requested
  • gmail.composeCreate drafts
  • calendar.eventsHold a follow-up
  • crm.objects.contacts.writeCreate the contact
  • gmail.sendNot requested
  • gmail.readonlyNot requested
Connected accounts
Get started

See it on your own contacts.

Connect your CRM, and we’ll present your first three drafts.

KW1Karen WhitfieldChief Executive, Meridian Partnersno scoreDraft ready
HubSpot contact
Added
March 2019, from a conference list
Last touched
14 months ago
Owner
You

In your CRM since 2019, with no sign she warrants outreach.

One of 1,284 contacts
For wealth managers, RIAs and advisory teams.