AI Client Acquisition for Financial Professionals
Turn Life Events Into High-Intent Prospects
Scaleyes Clienset monitors promotions, layoffs, acquisitions, and liquidity events — then delivers scored prospects and AI-crafted outreach playbooks built for compliance-conscious advisors.
4
Trigger Types
24/7
Intelligence Feed
AI
Playbook Engine
100%
Invite-Only Access
Who Wins With Clienset
Purpose-built for every tier of financial professional focused on high-net-worth client acquisition.
Independent RIAs
Compete with wirehouses using intelligence they cannot match — without adding headcount.
Wealth Managers
Surface executives and founders at liquidity inflection points before competitors.
Financial Planners
Connect during career transitions when planning needs are highest and trust is forming.
Enterprise Teams
Multi-tenant isolation, audit logs, and admin controls for compliance-driven firms.
Built for Modern Advisory Firms
Stop cold-calling. Start connecting when prospects are most receptive — during career and wealth transitions.
Trigger-Based Intelligence
Automatically detect promotions, layoffs, acquisitions, and liquidity events from trusted public sources.
AI Outreach Playbooks
Four-stage sequences — connection request, booking DMs, multi-channel follow-ups, and retention strategies.
Compliance-First Design
No product recommendations, no performance promises. Built for regulatory-aware financial professionals.
From Signal to Conversation
Our intake engine ingests news, press releases, and corporate filings every four hours. Each event is deduplicated, scored for wealth, intent, and opportunity — then surfaced in your prospect dashboard.
Explore all featuresWhy Advisors Choose Scaleyes
Enterprise-grade architecture with multi-tenant isolation, audit logging, and role-based access — designed for firms that take client acquisition seriously.