What about compliance?
We are already live and pre-approved at all types of different and regulated firms. We have extensive resources within our system about compliance. Key things to know. Anasova does not provide advice, of any kind, including investment and securities advice. The cost of the prospect is a one-time fee and not related to any kind of success. While we offer significantly more non-PII detail, from a regulatory perspective, purchasing our prospects is much like purchasing email leads or other lists, already commonplace in the industry. You cannot contact the prospect within Anasova's software or service. Therefore, once you have purchased the prospect's contact information, you should work with your Compliance Departments to ensure all contact with a prospect is compliant within your firm's regulatory framework. Anasova does not endorse or recommend any financial professional or client. Anasova is never the solicitor.
How are prospects assigned to Advisors?
Anasova has created a marketplace in which our clients (like you!) create bids to buy prospects. You select your budget, your criteria, and your price for each prospect(s). You can create multiple bids for different types of prospects at different prices. Prospects are matched real-time to the top 3 bids from clients for whom the prospect matches their criteria. The market sets the price for prospects, not Anasova. Anasova does not match users to clients. Our clients select their criteria from 30+ data points and 50 states and only pay when a prospect matches their criteria, and they have a top 3 highest bid.
How many Advisors have access to each prospect?
Three. Matching three times gives our users more perspective and materially lowers your cost. You should reflect that these are non-exclusive prospects in your bid (by lowering your price). If you are only interested in exclusive prospects, you may want to consider a different approach. Contact sales@anasova.com to learn more.
Can I have prospects sent to me automatically?
You receive your purchased prospects directly into your inbox. Or, if you'd prefer, your CRM. We are currently integrated with Wealthbox.
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