Smarter prospecting.
Stronger growth.

Turn life events into your next new client. ClientGen equips you to instantly spot high-potential prospects, uncover what makes them tick, and engage with campaigns that land at exactly the right moment – so you never miss the chance to grab your next opportunity.

Discover

Discover high-potential prospects in seconds, filtered by the exact criteria you set, including:

Newly married and combining finances
Approaching or entering retirement
Relocating to a new state
Raising new capital for growth
Exiting or selling a business
Welcoming a new child
Navigating a divorce or separation
Starting a new career role
Receiving an inheritance
Celebrating a promotion
Selling insider company stock

Enrich

Unlock dozens of data points on prospects experiencing life events, so you know who they are, what they value, and where they’re headed.

Monitor

Upload a name or a list from your CRM, event sign-ups, or even a round of golf, and ClientGen instantly enriches and segments your data. In minutes, you’ll uncover new opportunities you can monitor as they develop so you know exactly when to reach out.

Engage

Put your brand in front of the right prospects with targeted ads, professional emails, and LinkedIn touchpoints designed to connect at the right time. With compliance-friendly templates and a dedicated support specialist to set up and optimize your campaigns, your marketing runs smoothly from day one.

Your next opportunity is at your fingertips.