On-page prospect intelligence
LinkedIn profile, firm bio, conference roster — Prsona reads the page, surfaces career history, recent posts, signals.
For Financial Services
Wealth and advisor relationships are built on trust signals — knowing what's happening in the prospect's career and life before the first conversation. Prsona reads their LinkedIn, recent posts, and career signals (promotion, exit, role change), and drafts a compliant first-touch that references something specific to them, in your firm's voice. Required disclosures and disclaimers configure into the brand voice settings — every draft includes them.
10 lifetime credits · Advisor reviews + sends · Compliant draft layer
Every advisor writes some version of it. The one who opens with ‘saw your transition out of [company X] and that timing creates a few specific decisions worth thinking through’ gets a different conversation than the one who runs the script. Prsona pulls those career signals from the prospect's actual page.
The auto-DM that fires the moment a connection accepts. Prospects ignore it on sight. Prsona drafts a connection-acceptance follow-up grounded in what the prospect has actually shared — recent post, recent role change, recent talk.
Compliance-required disclaimers belong in the email — but at the bottom, not buried into the first sentence. Prsona separates the conversation-starting hook from the required disclosure language so neither erodes the other.
LinkedIn profile, firm bio, conference roster — Prsona reads the page, surfaces career history, recent posts, signals.
Recent promotion, exit event, role change, board appointment — drawn from public LinkedIn content. Pick the angle that fits your conversation.
Personalized first-touch drafted in your firm's voice. Editable before send. Advisor controls the final message.
Configure required disclosures, disclaimers, and tone once. Every draft inherits them. Supervised correspondence stays consistent across the team.
Most advisors operate solo or as a small team. Launch tier ($30/seat, 300 credits/month) covers individual advisor outreach. No team minimum.
Drafts copy into Outlook, Salesforce Financial Services Cloud, Redtail, Wealthbox — wherever your firm already sends. No new sender setup.
Open a prospect's LinkedIn or firm bio. Prsona reads their career history, recent posts, and signals (job change, promotion, exit event), and drafts a first-touch grounded in those specifics — referenced as a reason to connect, not a generic services pitch.
Prsona generates a draft for the advisor to review and send manually — no automated outreach, no scraped contact data, no autopilot. Required disclosures and disclaimers can be configured into the brand voice settings so every draft includes them.
Drafts are reviewable before send and can be routed through your firm's existing supervisory workflow. Brand voice settings can include required language; the AI cannot send without an advisor pressing send.
Sales Navigator helps you find the prospect; Prsona helps you write the message. Most advisors use both — Sales Navigator for prospecting, Prsona for the actual first-touch draft.
No. The source material is the prospect's actual LinkedIn profile and posts (career history, recent moves, life events shared publicly), not a generic financial-services template. Each draft is unique to that prospect.
Try Prsona on five prospects today. 10 lifetime credits free, no credit card.