Find $2M+ Net Worth Prospects Who Actually Pick Up
The only platform built for financial advisors with verified HNW data, compliance-ready outreach, and referral tracking. Stop wasting time on unqualified leads.
The Real Cost of Fragmented Tools
These problems are costing you AUM growth and keeping you stuck at your current production level
Compliance Nightmares with Multiple Tools
Redtail for CRM, Mailchimp for emails, RingCentral for calls. Each platform has different compliance requirements. One missed disclosure in an email could cost you your license.
Expensive Tech Stack Eating Your AUM
Wealthbox ($50/mo), Constant Contact ($75/mo), Calendly ($15/mo), ZoomInfo ($200/mo), plus compliance software ($150/mo). You're at $500+/month before your first client meeting.
Generic Prospect Lists Wasting Your Time
You buy a 'business owner' list but 90% don't meet your $2M+ net worth minimum. Or the data is 18 months old and they've already got an advisor. Hours wasted on unqualified leads.
Can't Prove ROI to Your Compliance Officer
Your CCO wants to see every touchpoint documented. But your emails are in one system, calls in another, meetings in a third. Creating audit trails takes hours.
Prospecting Time Competing with Client Service
You need 20 new meetings per month to hit your growth targets. But between client reviews, paperwork, and compliance, you have maybe 5 hours for prospecting. Something has to give.
Referral Tracking is a Spreadsheet Nightmare
COIs, existing clients, professional networks - you know referrals are your best source. But tracking who referred whom, following up, and showing appreciation is all manual.
Built for How Advisors Actually Work
Features designed specifically for wealth management and financial planning workflows
Compliance-Ready Outreach
Built-in disclosure templates, automatic opt-out management, and complete audit trails. Every touchpoint documented for your compliance officer.
HNW Prospect Scoring
AI-powered scoring based on net worth indicators, engagement level, and fit with your ideal client profile. Focus on prospects most likely to convert.
Personalized Email Campaigns
Send compliant educational content and market updates. Track opens and clicks to identify engaged prospects ready for a conversation.
Warm Call Workflows
Call prospects who've engaged with your emails or website. Pre-call research cards show their business, net worth indicators, and family details.
Referral Relationship Tracking
Map your COI network, track referral sources, and automate thank-you workflows. Never miss an opportunity to nurture your best lead source.
Pipeline & AUM Forecasting
See your entire prospect pipeline, expected close dates, and projected AUM. Know exactly where your practice is headed.
How Top Advisors Use Banu
Real strategies from advisors growing their practices
Identifying $2M+ Net Worth Prospects
Buying generic business owner lists where 95% don't meet your asset minimums
Filter by revenue, company size, industry, and wealth indicators. Reach only prospects who match your ideal client profile.
Qualified meeting rate increased from 8% to 34%
Booking 20+ Qualified Meetings Per Month
Cold calling and hoping for the best. Taking any meeting just to hit activity goals.
Multi-touch campaigns: educational email → engagement tracking → warm call to engaged prospects. Pre-qualified before you dial.
From 12 meetings/month to 24, with 2x higher close rate
Building a Systematic Referral Engine
Referrals happen randomly. No system for asking, tracking, or following up with COIs.
Automated referral request campaigns to top clients. COI relationship tracking and quarterly touchpoint reminders.
Referrals increased from 30% to 65% of new business
The ROI is Clear
Average results from advisors using Banu for 90 days
Focus on clients, not admin
Vs separate platforms
HNW prospects only
In first 6 months
Wealth Intelligence: Property Owners & Business Data
Beyond basic business data - property ownership, real estate portfolios, personal wealth indicators, and life stage intelligence for comprehensive prospect qualification
Property Owner Wealth Indicators
Access 150M+ property owners with real estate holdings as key net worth signals. Property values, ownership history, and portfolio size help identify HNW prospects.
Investment Property Portfolios
Identify prospects with multiple properties and diversified real estate assets. Multi-property owners often have $2M+ net worth and need comprehensive wealth management.
Real Estate Asset Intelligence
Property values, mortgage data, and ownership details provide comprehensive wealth assessment beyond business income for accurate prospect qualification.
High Net Worth Prospect Data
Business owners with verified net worth indicators, income estimates, and wealth signals. Focus on prospects who actually meet your minimums.
Personal Financial Profiles
Comprehensive data including estimated net worth, marital status, number of children, age, and life stage indicators to personalize your approach.
Life Event Triggers
Business sales, retirements, inheritances, and other wealth events that signal prime opportunities for financial planning conversations.
Trusted by Growing Advisors
See what advisors are saying about their results
"Banu makes outbound marketing effortless. I've been in sales for 10 years, and this is by far the most effective platform I've used. I can customize my campaigns, track progress, and adjust strategies – all in one dashboard. It's saved me time and money while driving real growth for my business."
"Banu revolutionized how we approach outreach. Before using their platform, we struggled to connect with local businesses. Now, we have a direct line to the owners and decision-makers that matter. The tools are intuitive, and the results speak for themselves—our response rates have tripled!"
"As a new business owner, Banu was a game-changer. I wasn't sure how to reach potential customers in my area, but this platform gave me everything I needed. The database is accurate, the interface is user-friendly, and their customer support is fantastic."