Streamline your data management process with the Prospect.io + Finaeo integration

Prospect.io offers an eponymous sales development and prospecting automation tool that’s trusted by thousands of firms to collect prospect information, help manage prospecting outreach and follow-up, and track prospect engagement with your email or web-based content.

A combination of web application and browser extension, Prospect.io allows sales development representatives and other users to “clip” contact information from across the web and build custom, targeted lead lists. Then, you can filter and sort the list according to a number of variables, and create personalized drip campaigns that will help to engage prospects in a variety of buying stages.

Furthermore, the Prospect.io platform enables robust tracking of engagement with your content; see when a prospect has opened your email, clicked on a link, and/or visited your site to view content, helping ensure you know the proper time and place to connect.

Finaeo is a CRM that connects the insurance industry globally. Finaeo is the main technological partner for insurers, wholesalers, and consultants who wish to improve the customer experience.

Finaeo is a solution for the digital assistants and sales manager for financial consultants. Finaeo's intuitive interface eliminates the steep learning curve and allows financial advisors to immediately take action.

Finaeo's cloud-based platform allows advisors to access their database anywhere and has interesting features like voice notes that you can leave for yourself after a client meeting.