Meet Mary. How many of your potential clients feel like Mary and never end up working with one of your financial advisors? Reach out to learn how Couplr can help cultivate your inbound traffic (leads) into warm relationships with people that want to work with the best advisor for them at your company. #fintech #enterprise #financialadvisors
Couplr AI
Technology, Information and Internet
Cheyenne, WY 1,326 followers
Organic Growth Engine for Insurance & Wealth Management Companies. Available anywhere but Mars, for now.
About us
We provide Insurance & Wealth Management companies a predictable, scalable, and cost effective sales enablement tool to drastically improve their lead generation efforts unlike anything else. Our solution helps acquire more clients in a way that feels natural that will drive an increase in product & services placed and improve financial advisor success rates & retention. Ultimately, we are helping Insurance & Wealth Management companies meet the challenging demands of the consumer on a global scale. Couplr AI is a Lead & Client sales enablement matchmaking solution for the Insurance & Wealth Management industries including Asset Managers, BDs, Life Insurance Companies, Wire Houses, Large RIAs, Organizations and Financial Advisors. New clients are the lifeblood for insurance & wealth management companies and their financial advisors. They spend a tremendous amount of time and resources on lead generation to attract and acquire new clients, but things tend to break down when trying convert those leads into paying customers. Couplr AI drastically improves this experience as a sales enablement tool. People are looking for help with their money. Insurance & Wealth Management companies are looking for new clients. Couplr AI has greatly enhanced the consumer journey which directly leads to an improved lead generation & client acquisition experience for our partners.
- Website
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https://www.couplr.ai
External link for Couplr AI
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- Cheyenne, WY
- Type
- Privately Held
- Founded
- 2022
- Specialties
- lead generation, machine learning AI, White-label, Enterprise, fintech, wealthtech, SaaS, Lead Matching, Client Matching, and Behavioral Finance
Locations
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Primary
Get directions
Cheyenne, WY, US
Employees at Couplr AI
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Derek N.H. Notman, CFP®
Derek N.H. Notman, CFP® is an Influencer Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad…
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Meghaan Lurtz
Writer, Researcher, Educator
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Brian Lam
Software Engineer at Couplr AI, specializing in Javascript, React, SQL, Next.js, Python, Flask, HTML, CSS, Ruby on Rails, Git, Postman, Docker
Updates
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Money isn’t just numbers - it’s deeply emotional. Money impacts life, relationships, and well-being, making human connection indispensable when it comes to the meaning behind our money and how we use it to live our lives. When it comes to financial advice Tech should enhance, not replace, financial advisors: Automate routine tasks like prospecting & reporting to create space for what truly matters - genuine, impactful client conversations. Let’s use tech to empower human connection - learn more here: http://couplr.ai #FutureOfFinance #HumanTouch #FinTechInnovation
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As we step into 2025, it’s time to focus on what matters most—delivering smarter, more efficient solutions that elevate client experiences and drive success. Key priorities for financial firms this year: ✅ Streamline client acquisition with AI-powered insights and modern marketing strategies. ✅ Empower advisors with cutting-edge tools for efficiency and data-driven decisions. ✅ Meet clients where they are. The trends are clearly telling us what the consumer wants, a digitally enhanced, human advice experience, make sure you give it to them. At Couplr AI, we’re here to help you achieve all this and more in the year ahead. Let’s make 2025 your most transformative year yet! Book a demo today to get started: https://lnkd.in/dhtGjiMe #NewYear2025 #FinancialInnovation #WealthManagement #AI #CouplrAI
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Why Are Financial Giants Behind the Times? In a fascinating discussion, Derek N.H. Notman, CFP® and Bill Harris explored why many large financial organizations are struggling with outdated tech stacks. Irony Alert: These institutions were once pioneers. In the 70s, they led the charge into the digital age with mainframe systems like the IBM System/360. Their early adoption of technology was groundbreaking, but it became their Achilles' heel. Today, many are stuck running 40–50-year-old COBOL systems - innovative at the time but now a major barrier to agility and growth. This highlights a critical challenge for the industry: balancing legacy systems with the need for modernization. How can financial services break free from their own DNA and embrace future-ready tech? Bill have some great ideas on how to overcome these challenges. We’d love to hear your thoughts - share them below! #FinancialServices #TechInnovation #AI #LegacySystems #DigitalTransformation #Leadership
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As the holiday season brings joy and celebration, we want to take a moment to thank all our clients, partners, and supporters for an incredible year! Your trust and collaboration drive our innovation and inspire us to deliver smarter solutions every day. May your holidays be filled with happiness, love, and memorable moments with your loved ones. Here’s to a bright and prosperous New Year! From all of us at Couplr AI, Merry Christmas and Happy Holidays! 🎅✨ #MerryChristmas #HappyHolidays #CouplrAI #InnovationForTheFuture
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As the new year approaches, we should acknowledge that technology is the key to differentiation, operational efficiency, and enhancing the human experience. In today’s fast-evolving financial world, startups and large enterprises alike must leverage technology to stay ahead. At Couplr AI, we help insurance & wealth management companies drive organic growth in part by using AI to enhance client experiences and streamline operations. If you're looking for an organic growth engine for your company or organization, Couplr AI is exactly what you have been looking for. Book a demo with Couplr AI today: https://lnkd.in/dhtGjiMe #FinTech #WealthManagement #AIInnovation #CouplrAI
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Embracing AI in Financial Services - In a recent conversation, Derek N.H. Notman, CFP® spoke with Bill Harris about the state of innovation in the insurance and wealth management industries. Key insights: Many organizations in the financial services sector are still stuck using decades-old paradigms and technology. While the best-established companies are often fast followers, a surprising number are neither fast nor even followers at all. It’s a call to action: Embrace innovation or risk falling behind. AI is no longer a luxury -it’s a necessity for those looking to lead and adapt in a rapidly evolving industry. What do you think? Are financial services companies moving fast enough to adopt new technologies like AI? Let us know in the comments! #AI #Fintech #Innovation #FinancialServices #Leadership
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In our recent fireside chat, FinTech legend Bill Harris shared his expertise on transforming the wealth management and insurance industries. From his time as founding CEO of PayPal to founding and growing Personal Capital, Harris has seen it all - and he’s got a roadmap for leveraging technology to enhance client experiences and boost operational efficiency. Dive into the key insights from this dynamic discussion on how innovation is reshaping financial services. Read the full blog now: https://lnkd.in/djYPKw4H #Fintech #WealthManagement #DigitalTransformation #Innovation #AI
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We're on a mission help people get financial guidance and advice and believe a data driven and highly personalized approach is how to do it!
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Correlations between income and emotions. This is just a small glimpse into the type of things we are learning at Couplr AI. We are learning things about people, their emotions, their behaviors, and their money that have never been learned before. This is part of what drives our matching experience. Knowing how people are feeling and acting in relation to their money is a key component to matching them on a human level with the right financial advisor to help them with their financial situation. Things like emotional well-being, better engagement, tailored solutions, and increased retention are all byproducts of a great client-advisor match. A great match leads to improved outcomes for Clients while also helping advisors to ultimately do their job best which includes selling and retaining their services. Learn more at www.couplr.ai #ai #fintech #money
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Exciting insights await! Insights from a fintech icon on this episode of Rethink. Financial Advice Podcast, Our CEO, Derek N.H. Notman, CFP® was joined by Bill Harris, former CEO of TurboTax, PayPal, and Personal Capital. Bill dives into how technology is transforming financial advising - enhancing human connections, streamlining workflows, and modernizing the way advisors serve clients. Discover strategies to future-proof your practice and create meaningful client experiences. This is one conversation you don’t want to miss! 🎧 Tune in now: https://lnkd.in/eQrPqpWW #Fintech #CouplrAI #FinancialAdvice #TechInnovation #WealthManagement #Leadership
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