Automated Wealth Advisor Outreach System

via Freelancer ·

Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted2 hours ago
I need a fully automated system for database search, data enrichment, outreach, follow-up, and appointment setting for a wealth advisor.

Key requirements:
- Search data from:
- Social media platforms
- Professional databases
- Public records
- Clay, Claude & Chat GPT

- Data enrichment to obtain contact and relevant information.
- Automation of outreach and follow-up.
- Setting appointments with potential clients.

Ideal skills and experience:
- Experience with automation tools
- Familiarity with the mentioned data sources
- Strong organizational skills
- Background in sales or client outreach is a plus

Looking for a reliable and efficient system to streamline this process.
data mining data analysis automation chatbot data collection data management ai chatbot development ai integration
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