Workflow intelligence for distribution teams.
Turn distribution intelligence into field execution, helping asset managers, insurers, and alternative providers prioritize opportunities, prepare for engagement, and drive growth with greater precision.
Distribution success depends on precision
AMP helps distribution teams prioritize opportunities, prepare for advisor engagement, and execute with greater precision across the wholesaler workflow.
Powered by unified data and AI-driven intelligence embedded directly into the field.
Built around how wholesalers actually work
What AMP intelligence does
Surface
Generate
Predict
Cuts through noise to prioritize where wholesalers should focus.
Creates workflow-ready insights, meeting prep, and outreach support.
Identifies shifts, opportunities, and signals that impact engagement.
How wholesalers use it
Plan
Know
Act
Track
Where to focus
Who you’re meeting
What to say and send
What’s shifting around you
– Prioritized opportunities & territory signals
– Geographic and travel optimization
– Conference readiness
– Reduced dashboard noise
– AI-generated advisor briefs
– Advisor 360 context
– Firm-specific preferences &
engagement rules
– Advisor movement alerts
– Suggested talking points
– Product opportunity insights
– Automated follow-up drafting
– Outreach cadence management
– Buying behavior shifts
– Competitive activity signals
– Emerging product opportunities
– Entertainment cap tracking
AMP operationalizes distribution intelligence directly within the wholesaler workflow, helping teams prioritize, prepare, and engage more effectively.
How AMP for Distribution works
1. Align and unify
Brings together sales activity, marketing engagement, and channel performance into one cohesive view, giving leaders and teams shared visibility into growth potential.2. Surface intelligence
Uses advanced analytics and AI to spotlight where relevance, opportunity, and engagement intersect, helping teams focus where they can have the most impact.3. Activate insights
Delivers real-time prioritization and context directly within Salesforce and team dashboards, empowering more meaningful advisor conversations and stronger partnerships.4. Continuously improve
Measures outcomes and adapts with feedback loops that refine coverage, targeting, and campaign strategies to drive sustained performance gains.
Key use cases
Asset managers
Empower distribution teams with AI-driven intelligence to identify the right advisors, products, and territories, optimizing coverage, deepening engagement, and driving measurable inflows.
Insurance
Equip wholesalers and service teams with real-time insights to identify selling opportunities, enhance advisor productivity, and strengthen retention across annuities, life, and retirement products.
Alternatives
Pinpoint advisors and firms most likely to allocate to alternative investments. AMP surfaces product demand signals and engagement insights that accelerate adoption and expand distribution.
Institutional
Create visibility across institutional and consultant channels to uncover new relationship opportunities, optimize reporting, and track engagement across large, complex organizations.
Global
Scale your distribution intelligence globally with consistent data, AI modeling, and reporting. AMP supports multi-region deployments with localization, compliance, and enterprise security built in.
Enterprise enablement
Give leaders real-time visibility into performance and impact. Launch initiatives, manage coverage, and measure ROI with AMP’s Command Center and Salesforce integration, ensuring every action drives measurable growth.
What sets AMP for Distribution apart
Purpose-built to empower modern distribution teams.
Enterprise scalability
Launch firmwide initiatives that align Marketing, Sales, and National Accounts to drive scalable growth.
AI-powered intelligence
Prioritizes the right firms and advisors, surfacing where engagement and opportunity align.
Embedded in the field
Integrates directly into Salesforce, delivering insights where wholesalers work, not in another dashboard.
Real-time impact tracking
Connects activity to measurable results, giving leadership visibility into what’s driving growth.
Proven performance
17% sales growth, 16% more meetings, 100% adoption.
Trusted partner
Secure, SOC 2 Type 2 compliant, with dedicated implementation support.
Extending the power of AMP
AMP equips distribution teams with the intelligence they need to target, grow, and retain advisor relationships. When paired with IP, it goes a step further, connecting the front and back office to create a seamless advisor experience.
While AMP delivers sales intelligence, IP brings in service intelligence, helping teams anticipate needs, surface retention risks, and provide in-the-moment product expertise. Together, they make every interaction smarter, turning data into deeper relationships and stronger growth.
