I have built AlphaScout, a high-performance AI Business Development Associate for wealth managers and investment firms. Key Features Intelligent Prospecting: Uses Gemini 3.1 Pro with Google Search grounding to analyze liquidity events, professional backgrounds, and public filings. Structured Intelligence: Automatically extracts net worth estimates, industry exposure, and asset class interests (e.g., alternatives, private equity). Strategic Scoring: Assigns a "Prospect Fit Score" (1–10) with detailed reasoning to help advisors prioritize their pipeline. Automated Outreach: Generates personalized, professional introduction emails tailored to the prospect's specific background and interests. Actionable Next Steps: Suggests specific follow-up actions to move the relationship forward.
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