Wirehouses
You need consistent recruiting intelligence and follow-through across the people working an advisor relationship.
Explore your path →HNTR AI is the execution operating system for wealth-management recruiting — turning signals, relationship context, and institutional memory into clear, governed action.
Your role changes how you use HNTR. Find the recruiting context that fits your organization and the work you own.
You need consistent recruiting intelligence and follow-through across the people working an advisor relationship.
Explore your path →You need a clearer connection between the advisors you pursue, the proposition you present and the next step in each relationship.
Explore your path →Recruiting competes with running the firm, and you need a repeatable way to identify, engage and follow through with potential advisors.
Explore your path →You need to make the value of joining your network clear and sustain personal follow-through across advisor relationships.
Explore your path →You own advisor conversations and follow-through, but may not own firm-wide strategy, systems or the recruiting budget.
Explore your path →You need to understand the advisor relationship, represent the receiving firm’s proposition accurately and sustain follow-through.
Explore your path →Explore the product areas that help teams review signals, context, decisions, and follow-up.
Keep next steps, active commitments, and relationship context in view as the team works.
Plan, refine, and manage recruiting content as part of the broader relationship workflow.
Review available advisor and firm updates, inspect their source context, and decide whether follow-up is warranted.
HNTR AI brings intelligence, decision support, communication context, execution, and learning into one governed workflow. Your team can act, revise, schedule, skip, or go deeper without losing the thread.
A focused queue helps teams decide what to review first using available signals, firm context, and relationship history.
Communication activity and inbound context can be kept close to the relationship record so the team can plan follow-up with the history in view.
Advance keeps active relationships, meeting context, commitments, and follow-up visible as conversations deepen. The system preserves what happened and keeps the next credible action close to the work.
Brand, communications, and meeting activity can be reviewed alongside relationship context. Teams record work and use that history when planning follow-up.
Available signals become context for team review. People decide what to do, and activity history helps preserve continuity.
Teams can review available advisor and firm context from public and connected sources, then decide what merits follow-up.
A suggested next step can bring relevant context into the team workflow. Recruiters can review, revise, schedule, or skip where those actions are available.
Activity and stage changes can be recorded with relationship history so the team can see prior work when planning follow-up.
Use your firm’s own measures to evaluate signal review, fit context, follow-up, and process consistency.
Keep available advisor and firm updates with their source context for team review.
Bring relationship history and current context into outreach planning.
Review practice, business model, and firm priorities before advancing a conversation.
Teams can work from shared stages, visible activity, and consistent follow-up practices.
Security and data handling are part of the product design. Ask us about the current controls and evidence relevant to your evaluation.
HNTR uses access controls and operating procedures to support the protection of platform information. Specific control evidence is discussed during evaluation.
The HNTR AI platform is hosted on Microsoft Azure.
Teams review available source and relationship context and remain responsible for recruiting decisions.
Firm-private information is scoped to the firm, while shared public-source information is handled in a distinct data layer.
Book a 15-minute demo with our team. We'll show you how the platform works with your recruiting workflow.