Amplify advisor growth
Empower wealth enterprises and advisors to focus on the right opportunities at the right time to drive organic growth and deliver better client outcomes.
Wealth firms face a common challenge: too much data, too little clarity.
Wealth data intelligence
AMP for Wealth brings intelligence to every layer of your business, connecting marketing, advisor, and client data to surface your highest-potential opportunities.
AI-driven growth
By unifying data across systems and leveraging supervised AI, AMP identifies where growth is most likely to happen and helps your advisors take action.
Focus for impact
Whether your goal is to expand wallet share, acquire new clients, or retain key relationships, AMP ensures your efforts are focused where they’ll have the greatest impact.
How AMP for Wealth works
1. Unify and enrich
AMP securely ingests and unifies firm, advisor, and client data, eliminating silos and creating one clean source of truth.2. Derive intelligence
Our supervised AI models analyze patterns across the data, generating opportunity scores and insights specific to your growth goals.3. Deliver insights
AMP delivers those insights directly into your CRM or dashboard, guiding advisors or wholesalers to the right opportunities at the right time.4. Retrain and refine
Continuous feedback loops ensure models evolve as your firm and market change, improving precision and ROI over time.
Key use cases
Acquisition
Prioritize the right prospects based on data-driven signals of intent and fit, helping advisors focus on the clients most likely to convert.
Expansion
Identify and deepen existing client relationships with personalized insights that reveal consolidation and cross-sell opportunities.
Retention
Detect early signs of attrition risk so advisors can proactively re-engage clients before assets leave the firm.
Cross-selling
Uncover untapped opportunities across banking, lending, and wealth products, driving growth across the entire enterprise.
Business owners
Identify and engage business owners experiencing liquidity events or succession changes to capture new wealth opportunities and strengthen long-term relationships.
Advisor matching
Intelligently match prospects and clients with the right advisors based on expertise, relationship potential, and firm-defined growth goals, ensuring better fit and higher conversion rates.
What sets AMP for Wealth apart
An enterprise-scale growth engine designed for wealth firms.
Enterprise scale
Deploy across all advisors to drive firmwide growth.
Data unification
Unifies all your data into one clean, organized system for intelligent action.
AI-powered intelligence
Deliver transparent, compliant AI-driven recommendations.
Data-driven insights
Reveal opportunities that accelerate acquisition, expansion, and retention.
Practice management support
Equip advisors with tools to improve efficiency and impact.
Proven results
Trusted by leading enterprises; measurable lift in wallet share and adoption.