Chief Revenue Officer and Head of Wealth Management
Aidentified
Dan serves as Chief Revenue Officer and Head of Wealth Management at Aidentified where he leads revenue growth and the firm’s wealth vertical. Dan brings over 25 years of experience at the intersection of software and financial services, providing technology solutions for some of the world’s largest wealth and asset management firms. Prior to joining Aidentified, he served as Global Head of Products and Services for BNY Data & Analytics, including Eagle Investment Systems. Dan is an avid New York Mets fan and also enjoys trips to the beach and traveling with his family.
AI prospecting tools are powerful, but conversion is the real challenge. This session introduces a framework for using signal-rich data effectively, building the right nurture sequences, and turning AI insights into real client relationships.