What is Poseidon
Poseidon helps wealth advisors and registered investment advisors grow their practices through personalized outreach. The platform combines multi-channel campaign management with AI assisted messaging. Users can track prospect engagement and build trust through authentic storytelling.
Overview
Poseidon is a sales engagement platform built specifically for financial advisors and wealth management professionals. It centralizes prospecting activities across multiple channels into a single workspace. The platform includes a built-in dialer with coaching capabilities and a drag-and-drop content library for nurture campaigns. AI personalization assists with messaging and content marketing to drive authentic connections. Users can track activities across channels and monitor performance through integrated analytics. The tool connects with existing CRM systems and sales navigation tools to fit into established workflows.
How to use Poseidon
Teams connect their existing CRM and LinkedIn Sales Navigator accounts to the platform. Advisors then build multi-channel outreach sequences using the content library and AI-assisted messaging tools. Campaign performance and prospect engagement are tracked through the analytics dashboard to refine follow-up strategies.
Key Features
- Multi-channel outreach campaigns
- Drag-and-drop content library
- Cross-channel activity tracking
- Built-in dialer with coaching
- Nurture content sending and tracking
- Analytics and performance reporting
- AI-assisted message personalization
- Prospect engagement monitoring
- CRM and sales tool integrations
Ideal Customer Profile
Wealth advisors and registered investment advisors seeking to grow assets under management through automated personalized outreach and content marketing.
Best for: SMB, Mid-market, Enterprise