SILLOET transforms every event touchpoint into structured prospect intelligence — so your pipeline fills itself before the follow-up call.
In assets identified at events
Records mined daily
Advisors on platform
ROI or more on event spend
The ROI is clear — events convert, but the intelligence is buried. That is exactly what SILLOET.AI is here to fix.
Modeled on SILLOET platform averages: 64% identification rate, $197K median AUM signal.
Registrations, check-ins, QR scans, and conversational notes — structured or unstructured. Everything is ingested and timestamped.
AI cross-references attendees against financial data signals, wealth indicators, and behavioral patterns specific to advisor prospects.
Every prospect receives an intent score, estimated AUM band, and urgency ranking so you work your hottest leads first, every time.
Compliance-ready outreach sequences deploy automatically into your CRM — personalized, timely, built to convert within the critical follow-up window.
Every feature in SILLOET was designed specifically for financial advisors running event-based marketing — not retrofitted from generic AI tools. Not adapted. Not generic.
The only AI system purpose-built to extract actionable prospect intelligence from financial advisor events — for your niche, your compliance requirements, your conversion goals.
Cross-references public wealth indicators, ZIP-level income data, and behavioral signals to surface AUM potential before the first call.
Proprietary scoring trained on financial advisor event data — not lead gen guesswork. Know who to call within 24 hours, every time.
All AI-generated communications are compliance-flagged for use by RIAs and broker-dealers without manual legal review.
Pushes structured prospect records, scores, and sequences directly into Redtail, Wealthbox, Salesforce, and HubSpot.
"SILLOET showed me I was leaving $2M in pipeline on the table every quarter — and then gave me the tool to stop doing that."
Finally, see all the opportunities in your area.
No cost. No obligation. Your data is never resold — SEC/FINRA-conscious handling.
Every demo starts with your free SILLOET Customer Report — the real opportunity map for your ZIP codes, built before we meet.
We limit demos to advisors with an event on the calendar in the next 90 days.
