Couplr AI
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About
Couplr AI is an intelligent matchmaking platform that connects people with the right experts, professionals, and collaborators—powered by AI-driven insights and behavioral science. It improves lead generation and client acquisition for insurance and wealth management firms by intelligently matching prospects with the most compatible advisors using behavioral data and AI. Couplr offers a white-label SaaS solution that leverages existing partner brands and marketing efforts. It integrates with CRMs like Redtail and Wealthbox and provides data insights and analytics. Couplr's mission is to help the world connect with money, better, by providing a platform where consumers and financial advisors can realize a mutually beneficial relationship.
Platform
Task
Features
• lead generation
• ai-powered matching
• data insights
• 3rd party integrations
• client acquisition
• white-label saas solution
• customizable advisor profiles
• crm integration (redtail, wealthbox)
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: 1. Login to your My Learning Hub 2. Click on _My Designations & Certifications_ 3. Submit the Button to sign up for Couplr 4. 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.
Job Opportunities
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