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'A Robot for Every Person™': Identify and Engage with New Prospects (Wealth Management)

'A Robot for Every Person™': Identify and Engage with New Prospects

This automation is designed for Financial Advisors. A robot helps these professionals identify and target private client prospects by researching the web for recently filed S1 documents, extracting executive and Board of Directors information, and importing data to Marketo and Salesforce for outreach.

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