Moots

Guest Intelligence for Wealth Advisory Events — Score Every Name Against Net Worth, Income Source, and COI

AI-powered guest vetting for wealth management events. Score conference attendees by net worth, income source, and COI relationships. Replace manual research with AI.

The Problem

"3,500 names on the Heckerling list. Who deserves a conversation?"

"We hired someone full-time just to vet attendees across WealthX, LinkedIn, and Apollo."

"Follow-up is the biggest challenge — it dies after the event."

How Moots Works

  1. Step 1: Import Conference List — Import the conference attendee list from your CRM, a spreadsheet, or directly from the event platform.
  2. Step 2: Score Against Criteria — Moots enriches profiles with net worth, income sources, company exits, and COI data. Each person is scored against your event objectives.
  3. Step 3: Generate Briefing Packets — Your team gets AI-generated briefings with personalized talking points for each priority guest.
  4. Step 4: AI Strategic Seating — For client cocktails and receptions, Moots auto-seats guests with written rationale. Every placement has a thesis behind it.
  5. Step 5: Automated Follow-up — Post-cocktail sequences triggered by engagement and scoring, synced to Salesforce. Follow-up in hours, not weeks.
  6. Step 6: Track Conversion to AUM — Connect to your CRM to track which event relationships converted to meetings, proposals, and assets under management.

Platform Preview

Evaluated: 3,500 | Qualified: 127 | Invited: 24

Integrations

Moots integrates with Salesforce, HubSpot, Splash, Paperless Post, Luma, Greenvelope, Notion, Slack, Telegram, Webhooks & API.

Frequently Asked Questions

Can Moots score event attendees by net worth and income source?

Yes. Moots enriches attendee profiles with wealth intelligence data including estimated net worth, income sources, company exits, and COI relationships. Each person is scored against your specific criteria.

How does Moots replace manual vetting across WealthX, LinkedIn, and Apollo?

Instead of your team cross-referencing names across multiple platforms, Moots aggregates data from premium intelligence sources automatically. Every profile gets a continuously updated dossier.

How does AI seating work for client dinners?

Moots AI auto-seats guests based on your dinner objectives and provides a written rationale for each placement. For a 30-seat dinner, every seat has a strategic thesis behind it.

Can Moots automate post-event follow-up for wealth advisory?

Yes. Moots triggers personalized follow-up sequences based on attendee engagement and scoring, synced directly to Salesforce. Follow-up happens in hours, not weeks.

How does Moots track conversion from events to AUM?

Moots connects to your CRM to track which event relationships converted to meetings, proposals, and assets under management. Leadership gets a clear ROI dashboard.

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