Guest Intelligence for Wealth Advisory Events — Score Every Name Against Net Worth, Income Source, and COI
Guest intelligence for wealth management events. Score conference attendees by net worth, income source, and COI relationships. Replace manual research across Altrata, LinkedIn, and Apollo with AI scoring.
The Problem
"3,500 names on the Heckerling list. Who deserves a conversation?"
"We hired someone full-time just to vet attendees across Altrata, LinkedIn, and Apollo."
"Follow-up is the biggest challenge — it dies after the event."
How Moots Works
- Step 1: Import Conference List — Import the conference attendee list from your CRM, a spreadsheet, or directly from the event platform.
- 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.
- Step 3: Generate Briefing Packets — Your team gets AI-generated briefings with personalized talking points for each priority guest.
- Step 4: AI Strategic Seating — For client cocktails and receptions, Moots auto-seats guests with written rationale. Every placement has a thesis behind it.
- Step 5: Automated Follow-up — Post-cocktail sequences triggered by engagement and scoring, synced to Salesforce. Follow-up in hours, not weeks.
- 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
Moots evaluates your full attendee list and surfaces the guests that matter most. From 3,500 evaluated to 127 qualified to 24 invited — AI scoring replaces manual vetting.
The Guest Experience
The greatest indicator of conversion is a guest who had a great experience. Moots engineers the guest journey so every attendee leaves feeling the event was designed for them.
- Guests Arrive Prepared — Each guest receives the Moots app before the event with "people great to meet" and reasons why each connection matters.
- Introductions That Feel Personal — AI identifies must-meet pairings and assigns a team member to facilitate each introduction. Strategic, not random.
- A Community, Not Just an Event — Post-event, guests request follow-up introductions through the host. Relationships compound across events.
Measurable Impact
- 90% Faster Guest Vetting — AI replaces manual cross-referencing across LinkedIn, CRM, and data platforms.
- 2hrs Post-Event Follow-Up — Personalized follow-up in hours, not weeks. Synced to your CRM.
- 3.2× Meeting Conversion Rate — Guests who are introduced strategically convert at 3.2× the rate of chance encounters.
- 100% Leadership Visibility — Auto-generated reports with seating rationale, capacity alerts, and ROI attribution.
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 Altrata, LinkedIn, and Apollo?
Instead of your team cross-referencing names across Altrata's Wealth-X and BoardEx, LinkedIn, Apollo, and your CRM one by one, Moots aggregates data from premium intelligence sources automatically. Every profile gets a continuously updated dossier with capacity, COI, and recent activity.
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.