Home > Blogs > World Leading Provider of Cloud Based Business Valuations BizEquity Announces New ‘Smarter Prospecting’ Feature

World Leading Provider of Cloud Based Business Valuations BizEquity Announces New ‘Smarter Prospecting’ Feature

Submitted by Technology Tools for Today on February 10th, 2016


World leading provider of cloud based business valuations BizEquity announces new ‘smarter prospecting’ feature for wealth and insurance advisors. 

BizEquity, the world’s leading online provider of private business valuations and performance big data, today presents its new ‘Smarter Prospecting’ feature to be offered in its Advisor Office platform and online service, providing key business contact details to enable advisors to instantly engage prospects.

The new ‘Smarter Prospecting’ feature, which will be launched and showcased at the T3 Advisor conference in Florida today, is designed to address the need from the advisor community to help with prospecting and lead engagement.   

Demo can be seen at:  https://www.youtube.com/watch?v=Kg25P0ML1aw

In addition to providing a business valuation, Advisor Office’s new feature allows advisors to more easily start conversations with potential clients and prospect smarter and more efficiently. By giving users access to the contact information of key decision makers at businesses, the feature enables advisors to instantly follow up with interesting prospects armed with current valuations of their business.

BizEquity’s award winning Advisor Office product has already been adopted by over 120 financial advisory firms and upwards of 550 advisors, who are harnessing the sophisticated algorithms and big data knowledge to better gauge the risk profile of clients and assess, for example, whether they are underinsured or underfinanced, and enhance their client offering through providing the most up to date company valuation data on their businesses.  

It is estimated that 8/10 advisors leave the profession due to poor prospecting.  BizEquity’s new smarter prospecting feature with contact records helps advisors find more of the clients they want to keep leveraging advanced big data technology and a vast database of over 70 million businesses and 1.4billion financial data points. 

The traditional market for existing offline financial services has been challenged by ‘robo-advisors’, such as Betterment and WealthFront. Against this competitive market backdrop, financial and business advisors are adopting BizEquity’s Advisor Office service to engage clients by offering additional tools and services such as business valuations and company performance analysis.

BizEquity is the largest global provider of Business Valuation knowledge and currently works with over 120 financial institutions, including US Metro Bank. To date the company has valued over 29.4 million private businesses. 

More information can be found at advisoroffice.bizequity.com or to schedule a demo, please email: info@bizequity.com

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