“Game changer!”

Pros

This has been a game changer for our team! As one of the three lead advisors on our forum production team, we're responsible for driving outreach every single day and having this tool in place removes any excuse not to make 500+ calls a day across the three of us. It keeps our pipeline consistently full and it also gives us visibility into client financial data before we ever get into a meeting. That's especially important because our lead advisors are often speaking with lower-income clients like associate directors, managers and similar contacts. For instance, we may be scheduled to meet with a manager but the tool can reveal that the person's spouse is actually a Director at a major firm. In that case, the conversation may be better handled by one of our more senior advisors. On top of that, it helps us build relevant, targeted feed lists for existing clients which supports new business development and helps uncover opportunities within their broader networks.

Cons

Since this is still fairly early in its lifecycle, there are frequent updates rolling out from month to month. It would be much more helpful to get formal notice of those changes so we can make sure we're fully taking advantage of the newer features and nuances in the platform.