Meet Mary. How many of your potential clients feel like Mary and never end up working with one of your financial advisors? Reach out to learn how Couplr can help cultivate your inbound traffic (leads) into warm relationships with people that want to work with the best advisor for them at your company. #fintech #enterprise #financialadvisors
Couplr AI
Technology, Information and Internet
Cheyenne, WY 1,322 followers
Organic Growth Engine for Insurance & Wealth Management Companies. Available anywhere but Mars, for now.
About us
We provide Insurance & Wealth Management companies a predictable, scalable, and cost effective sales enablement tool to drastically improve their lead generation efforts unlike anything else. Our solution helps acquire more clients in a way that feels natural that will drive an increase in product & services placed and improve financial advisor success rates & retention. Ultimately, we are helping Insurance & Wealth Management companies meet the challenging demands of the consumer on a global scale. Couplr AI is a Lead & Client sales enablement matchmaking solution for the Insurance & Wealth Management industries including Asset Managers, BDs, Life Insurance Companies, Wire Houses, Large RIAs, Organizations and Financial Advisors. New clients are the lifeblood for insurance & wealth management companies and their financial advisors. They spend a tremendous amount of time and resources on lead generation to attract and acquire new clients, but things tend to break down when trying convert those leads into paying customers. Couplr AI drastically improves this experience as a sales enablement tool. People are looking for help with their money. Insurance & Wealth Management companies are looking for new clients. Couplr AI has greatly enhanced the consumer journey which directly leads to an improved lead generation & client acquisition experience for our partners.
- Website
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https://www.couplr.ai
External link for Couplr AI
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- Cheyenne, WY
- Type
- Privately Held
- Founded
- 2022
- Specialties
- lead generation, machine learning AI, White-label, Enterprise, fintech, wealthtech, SaaS, Lead Matching, Client Matching, and Behavioral Finance
Locations
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Primary
Get directions
Cheyenne, WY, US
Employees at Couplr AI
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Derek N.H. Notman, CFP®
Derek N.H. Notman, CFP® is an Influencer Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad…
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Meghaan Lurtz
Writer, Researcher, Educator
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Brian Lam
Software Engineer at Couplr AI, specializing in Javascript, React, SQL, Next.js, Python, Flask, HTML, CSS, Ruby on Rails, Git, Postman, Docker
Updates
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As the holiday season brings joy and celebration, we want to take a moment to thank all our clients, partners, and supporters for an incredible year! Your trust and collaboration drive our innovation and inspire us to deliver smarter solutions every day. May your holidays be filled with happiness, love, and memorable moments with your loved ones. Here’s to a bright and prosperous New Year! From all of us at Couplr AI, Merry Christmas and Happy Holidays! 🎅✨ #MerryChristmas #HappyHolidays #CouplrAI #InnovationForTheFuture
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As the new year approaches, we should acknowledge that technology is the key to differentiation, operational efficiency, and enhancing the human experience. In today’s fast-evolving financial world, startups and large enterprises alike must leverage technology to stay ahead. At Couplr AI, we help insurance & wealth management companies drive organic growth in part by using AI to enhance client experiences and streamline operations. If you're looking for an organic growth engine for your company or organization, Couplr AI is exactly what you have been looking for. Book a demo with Couplr AI today: https://lnkd.in/dhtGjiMe #FinTech #WealthManagement #AIInnovation #CouplrAI
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Embracing AI in Financial Services - In a recent conversation, Derek N.H. Notman, CFP® spoke with Bill Harris about the state of innovation in the insurance and wealth management industries. Key insights: Many organizations in the financial services sector are still stuck using decades-old paradigms and technology. While the best-established companies are often fast followers, a surprising number are neither fast nor even followers at all. It’s a call to action: Embrace innovation or risk falling behind. AI is no longer a luxury -it’s a necessity for those looking to lead and adapt in a rapidly evolving industry. What do you think? Are financial services companies moving fast enough to adopt new technologies like AI? Let us know in the comments! #AI #Fintech #Innovation #FinancialServices #Leadership
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In our recent fireside chat, FinTech legend Bill Harris shared his expertise on transforming the wealth management and insurance industries. From his time as founding CEO of PayPal to founding and growing Personal Capital, Harris has seen it all - and he’s got a roadmap for leveraging technology to enhance client experiences and boost operational efficiency. Dive into the key insights from this dynamic discussion on how innovation is reshaping financial services. Read the full blog now: https://lnkd.in/djYPKw4H #Fintech #WealthManagement #DigitalTransformation #Innovation #AI
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We're on a mission help people get financial guidance and advice and believe a data driven and highly personalized approach is how to do it!
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Correlations between income and emotions. This is just a small glimpse into the type of things we are learning at Couplr AI. We are learning things about people, their emotions, their behaviors, and their money that have never been learned before. This is part of what drives our matching experience. Knowing how people are feeling and acting in relation to their money is a key component to matching them on a human level with the right financial advisor to help them with their financial situation. Things like emotional well-being, better engagement, tailored solutions, and increased retention are all byproducts of a great client-advisor match. A great match leads to improved outcomes for Clients while also helping advisors to ultimately do their job best which includes selling and retaining their services. Learn more at www.couplr.ai #ai #fintech #money
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Exciting insights await! Insights from a fintech icon on this episode of Rethink. Financial Advice Podcast, Our CEO, Derek N.H. Notman, CFP® was joined by Bill Harris, former CEO of TurboTax, PayPal, and Personal Capital. Bill dives into how technology is transforming financial advising - enhancing human connections, streamlining workflows, and modernizing the way advisors serve clients. Discover strategies to future-proof your practice and create meaningful client experiences. This is one conversation you don’t want to miss! 🎧 Tune in now: https://lnkd.in/eQrPqpWW #Fintech #CouplrAI #FinancialAdvice #TechInnovation #WealthManagement #Leadership
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Discover how Couplr AI and Wealthbox are revolutionizing lead generation and CRM workflows for financial advisors in this FREE webinar! Key highlights include: Automated Lead Management: Seamlessly create and manage contact records for leads from social media campaigns. Enhanced Client Onboarding: Simplify and speed up the onboarding process with streamlined integrations. Campaign Optimization: Use AI to create retargeting campaigns and personalize client communications effectively. Improved Efficiency: Save time and boost productivity with integrated tools designed to maximize growth. Don’t miss this opportunity to see AI in action! How it works: https://lnkd.in/dp6-uAey Register here: https://lnkd.in/dJsCPBbw #Webinar #Wealthbox #CouplrAI #Fintech #WealthTech #CRMIntegration
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Learn from someone who was doing fintech before fintech was cool!
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Really enjoyed this fireside chat with my friend and fellow fintech founder Bill Harris. If you're a C-Suite at an insurance or wealth management company, a financial advisor, or a fintech than you should set aside a little bit of time to learn from Bill's extensive experience including what you can do today to make sure you stay with the times. #fintech #money #ai #technology
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Our CEO, Derek N.H. Notman, CFP®, joined Richard Canfield on the Innovate and Overcome podcast for an inspiring and honest conversation about his journey. From navigating challenges as a financial advisor to nearly going bankrupt and founding Couplr AI and REBL Dads, Derek shares: - Overcoming failure - Financial setbacks - The "Fatherhood pandemic" - Insights from Sir Richard Branson - How AI and Couplr are shaping finance Whether you're into fintech, entrepreneurship, or personal growth, this episode has something for you. Watch here: https://lnkd.in/dC6pg4bD #FinTech #Entrepreneurship #FamilyLife #FinancialAdvisory #CouplrAI
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