Couplr AI
Click to visit website
About
Couplr AI is a fintech lead generation platform designed for insurance and wealth management companies. It uses AI and data science to match clients with financial advisors based on various human and financial factors, aiming to improve client acquisition and advisor success rates. The platform offers a white-label SaaS solution, integrates with CRMs, and provides analytics on lead matching and conversion. Couplr addresses the challenges of lead generation in the financial services industry by creating a more empathetic and efficient matching process. It focuses on reducing the cost of client acquisition, increasing conversion rates, and improving client satisfaction.
Platform
Task
Features
• lead generation
• ai-driven matching
• advisor profiling
• financial psychology integration
• client acquisition
• data-backed matching
• integrations with crms (redtail, wealthbox)
• white-label saas solution
FAQs
How is Couplr AI different from other lead generation tools?
Couplr AI was built fundamentally different from the ground up. Couplr AI is not just another “questionnaire”, but a robust recommendation engine. We are better & different from other lead generation tools in a variety of ways including: We are a fully embedded white-label technology solution that leverages existing partner brands & marketing efforts that have national presence instead of competing with them. We use Smart Matching technology that is based on data and science instead of click bait advertising and matching on geolocation. Our pure SaaS subscription revenue model eliminates conflicts of interest. We leverage the power of AI and the network effect to learn consumer and advisors preferences at scale. We are not required to register with the SEC as an RIA. Lower cost compared to the competition.
How does Couplr's matching work?
Couplr matches potential clients with advisors on a variety of human and financial dimensions using data backed knowledge of when & why people connect.
Can Couplr integrate with other systems?
We already have integrations built with Redtail and Wealthbox CRM and are diligently working on a variety of integrations including additional CRMs, compliance archiving, scheduling, etc. and will let our advisors know of new integrations as they are launched.
How do I sign up for Couplr through The American College of Financial Services Partnership?
If you’re a financial professional that’s currently part of The College’s Professional Recertification Program (PRP) then you can sign up for Couplr now via our partnership. Follow these steps: Login to your My Learning Hub, Click on My Designations & Certifications, Submit the Button to sign up for Couplr, Expect an invitation from Couplr directly to claim and set up your Couplr profile. FYI The College sends Couplr a batch of advisors on a rolling basis so you may not receive your Couplr invitation right away.
Does Couplr support advisor specialities?
Advisors are able to create and customize rich profiles that not only highlight their specialties and experience but also who they are outside of work since building rapport and ultimately trust are based on more than just credentials.
How does Couplr improve client satisfaction?
Couplr puts Clients in the drivers seat! People are looking for help with their money and want to control the process of finding a financial advisor. By empowering the client to drive the process we are able to greatly improve their experience and ultimately satisfaction.
What analytics does Couplr offer?
Enterprise partners and financial advisors get insights into a variety of data points, a few to mention are things like how many leads were matched with an advisor, how many started a _Conversation,_ and the conversion rates of inbound leads.
Average Rating: 0.0
Average Rating: 0.0
5 Stars:
0 Ratings
4 Stars:
0 Ratings
3 Stars:
0 Ratings
2 Stars:
0 Ratings
1 Star:
0 Ratings
User Ratings
No ratings available.
Sign In to Rate this Tool
Alternatives
Telescope
AI-powered sales prospecting tool for finding and connecting with ideal customers. Offers unlimited leads, natural language search, and CRM integration.
View DetailsBluebirds
AI-powered sales tool that sequences the best leads for your sales reps by researching accounts, enriching buyer circles, and personalizing messaging.
View Details
MooseMail
MooseMail automates lead generation and email marketing, helping businesses find, verify, and engage with potential customers.
View Details
Kular
Kular is an AI-powered sales automation tool that helps businesses find and win ideal clients by automating outreach and optimizing conversion rates. Pay only for qualified leads.
View DetailsFeatured Tools
NoFilterGPT
Anonymous, uncensored AI chat with AES encryption and no logs. Offers free and pro plans.
View Details
Wayin AI
Wayin AI summarizes videos, supports multiple languages, and allows interactive Q&A via chatbot and screenshot queries.
View Details
Pokecut
Pokecut is a free AI-powered photo editor with tools for background removal, changing, and enhancement. Pro plans offer extra features and credits.
View Details
GitGab
Connect your Github repos to ChatGPT & Claude for code assistance, bug finding, and documentation. Free trial available.
View Details
TryNectar AI
Create and interact with a customizable AI girlfriend. Features include AI chat, roleplay, and image generation. NSFW content available.
View Details
Smart Cookie Trivia
A trivia website with questions in multiple categories. Play now and expand your knowledge!
View Details
Arbor
Arbor is an automated carbon accounting platform that helps businesses measure, analyze, and reduce their product's carbon footprint quickly and accurately.
View Details
PhotoLog
PhotoLog offers secure, client-side encrypted media storage with mini-site creation, easy sharing, and various storage plans.
View Details
Apptest.ai
AI-powered mobile app testing platform with a test automation cloud (Ptero) and a no-code test scenario authoring tool (Stego).
View Details
Saner.AI
AI-powered productivity assistant for ADHD and knowledge workers, centralizing notes, tasks, and AI tools to enhance focus and efficiency.
View Details