Our all-in-one solution

The Complete Prospecting Toolkit for Financial Pros

Find the exact people who are perfect for your business and build real relationships so you can get more clients – all from one automated platform.

Merrill
ally
citi
BofA
voya
Edelman
Caliber
Our Opportunity

Find and reach your ideal customers

Locate potential buyers quickly and easily with Prospect’s comprehensive and extensive database.

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Contacts
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Companies
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Numbers
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Customers
Our focus

Financial service
professionals

Hundreds of financial companies of all sizes—from startups to Fortune 500s—use Prospects’ software and APIs to attract, engage, and enroll more customers into their financial service businesses.

Our features

Connecting with your leads
couldn’t be easier

Whether direct messages, InMails, or inviting people to connect, you can personalize your outreach strategy. And with further View & Follow features, maximize your ability to keep track and get results.

Linkedin outreach

You are empowered to create prospecting campaigns as you see fit. Create sequences for specific degree-connections and include ultra personalizations in your invites, messages, and InMails. 

What’s more, the number of steps and time delays are entirely up to you. Once you have it all set up, just relax and watch the leads build up in your account.

Email outreach

Bring together your email and LinkedIn outreach with one, user-friendly sequence all in your Prospects account.

Discover low-effort, high-reward prospecting. Combine personalized emails with LinkedIn automation (or not), adding as many steps as you want. Simply select the time delay between the emails and wait for the leads to respond.

Real-time data enrichment

Get the accurate lead data that you need to get deals closed! Our huge database and market-leading automation make multi-channel outreach simple and effective.

Prospects provides key prospect data including:

Personalized automated videos

Prospects integrates first of its kind automated video activities into your outreach campaigns to create dynamic workflows that enhance outbound success through video communications.

Video outreach gives your campaigns a dynamic new tool to enhance your ability to connect with prospects. Cut through the noise of traditional text-based messaging with personalized, dynamic video content and make a bigger impact with your target audience.

 

Pipeline management

Use Prospects’ internal, fully customizable Pipeline or natively connect your CRM to manage your prospects with direct two-way sync. Prospects helps manage hot leads from cold to closed.

Our integrations

Integrated with
the tools you
know and love

Seamless integrations to ZoomInfo, and Crunchbase, you will have access to personal, financial, and strategic data from your new prospects. 

With Prospects’ advanced data points, you will be able to tailor custom messages and close deals sooner.

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Linkedin
Linkedin
GMail
GMail
GDocs
GDocs
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GDrive
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GCalendar
LeadConnector
LeadConnector
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GMail
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GDocs
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GDrive
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Linkedin
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GMail
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GDocs
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GDrive
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GCalendar
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LeadConnector
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Linkedin
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GMail
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GDocs
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GDrive
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GCalendar
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LeadConnector
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Linkedin
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GMail
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GDocs
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GDrive
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GCalendar
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LeadConnector
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Linkedin
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GMail
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GDocs
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GDrive
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GCalendar
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LeadConnector
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Linkedin
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GMail
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GDocs
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GDrive
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GCalendar
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LeadConnector
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Linkedin
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GMail
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GDocs
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GDrive
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Our customers

Hear how they
rave about us

An average Prospect client experiences growth of $100k+ in annual revenue while saving 42 hours per month.

*based on clients who complete a 12-month subscription with Prospects.

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