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YOUR AI PROSPECTING ASSISTANT
Turn Life Events Into
Client Opportunities
Get real-time alerts when people in your network need financial guidance. Our AI assistant monitors career changes, life events, and social signals to help you find and connect with prospects at the perfect moment.
Bring your CRM
Instant insights
1000+ integrations
Give your pipeline a breath of life
Career Changes
Instantly detect professionals signaling career transitions and financial planning needs.
Life Event Monitoring
Automatically identify prospects experiencing major life changes that require financial advice.
Client Expansion
Surface opportunities within your network when clients and their connections need financial guidance.
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More Opportunities
0h+
Saved Weekly
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Higher Win Rate
OPPORTUNITY INTELLIGENCE
Your next client is already in your network.
We'll help you find them. Endflow analyzes social signals and life events to identify when people in your network need financial guidance - from career transitions to major life changes.
- Life event detection
- Network expansion signals
- Referral opportunities
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How It Works
Your 24/7 Client Acquisition Engine
From monitoring social signals to delivering qualified prospects, Endflow helps you build a consistent pipeline of new clients who need financial guidance.
Start Free TrialMonitor & Detect
Track social signals, job changes, and life events that indicate financial planning needs
Qualify & Enrich
AI agents verify prospects and add context about their financial situation and needs
Connect & Engage
Get verified contact details and personalized conversation starters for each prospect
Track & Optimize
Measure engagement and optimize your outreach based on what works best
Powerful Integrations
Supercharge Your Advisory Practice
Connect with your favorite tools to automate outreach, manage client relationships, and scale your practice efficiently.
Try NowStart Growing Your Practice
Don't miss another opportunity. Join Endflow today and turn social signals into qualified clients.
Start Your Free Trial14-Day Free Trial
Dedicated Support
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