The next best action for every advisor — from first signal through affiliation — organized in one recruiting workflow. HNTR AI reduces guesswork, forgotten follow-ups, and inconsistent execution across the desk.
Live intelligence across every stage of the recruiting funnel — from initial signal detection to advisor engagement.
HNTR AI surfaces the next best action for every advisor and runs the execution automatically — from prospecting through affiliation. No forgotten follow-ups. No recruiter favorites. No spreadsheets.
Every morning, a ranked queue of who to review first — organized around breakaway likelihood, career triggers, and firm fit. Your team starts with clarity, not a spreadsheet.
Multi-channel sequences across LinkedIn, email, call, and text keep the relationship visible. Inbound responses jump to the top of the queue, so follow-up context stays close to the work.
An eight-stage pipeline built for how advisors actually move — Prospect, Outreach, Discovery, Engaged, Evaluating, Solution, Decision, Transition. One click advances the stage; the system does the rest.
HNTR AI's decision engine evaluates seven tiers of priority — time-critical, inbound, post-call, advance, engage, discover, brand — and surfaces a clear action path per advisor. Consistency, at scale.
Signals come in. Actions go out. Outcomes update the model. The execution loop runs itself.
HNTR AI monitors advisor and firm signals from public and connected sources. When relevant context changes, the advisor can rise in the queue for review.
The system queues the next best action with draft context for the right channel. The team can act, revise, schedule, or skip from the same workflow.
Every touch can update stage, activity history, and future recommendations. Follow-ups stay visible and the recruiting record compounds over time.
Every feature maps to a recruiting outcome — not a vanity metric.
Identify advisor breakaway signals before lists and manual notes go stale.
Alerts reduce lag between signal detection, review, and outreach planning.
Culture and practice-style context helps teams pressure-test fit before outreach advances.
Teams can work from the same playbook, shared stages, visible sequences, and persistent follow-up history.
Enterprise infrastructure designed for wealth management compliance requirements.
Controls mapped to SOC 2 Type II requirements with continuous monitoring.
Hosted on Microsoft Azure with 99.9% SLA and 13 production services.
Built for regulated financial services with data governance and audit logging.
Firm data is logically and physically separated at the database level.
Book a 15-minute demo with our team. We'll show you how the platform works with your recruiting workflow.