John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors

In this article from The Daily Upside, John O’Connell provides exclusive insights into The Oasis Group’s latest Peaks Research Report, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed. John discusses how AI prospecting tools, which find and curate potential clients for financial advisory firms, have sprung up alongside AI notetakers, meeting summarizers, and material generators as popular AI tools in the industry. They pinpoint leads based on location, income and even occupation, scraping public records and firms’ existing databases.

That level of hyper-personalization lets advisors target their pitches to the people most likely to be interested, and the amount of data the firms have is only going to increase: “[AI prospecting] firms that buy more data tend to [perform] better. Today, none of these firms get credit card data, but credit card data is very easy to get … Imagine that amount of data and giving that into the hands of a wealth management firm.”