Poseidon

Poseidon is an AI social selling tool built for financial advisors and RIA practices. It helps you build trust with prospects through personalized messaging and a consistent advisor brand story.

Personalized outreach for wealth advisors

Poseidon reviews your templates, communication style, and target audience, then suggests how to tailor messages for each recipient while keeping your voice and professional tone.

• Draft and refine messages for LinkedIn, email, and other channels
• Adapt outreach to specific prospects without starting from scratch

Sequences and template automation

Store and reuse outreach templates and campaign sequences in one place. AI support helps improve copy, test variations, and structure multi-touch follow-ups, reducing manual work from first contact to booked call.

• Centralized template library for repeatable campaigns
• Assisted editing and iteration for outreach copy
• Multi-step touch sequences to support pipeline flow

Document and interaction tracking

Poseidon brings sent materials, documents, and prospect replies into a single interface. You can see who opened a file, when the last touch happened, and where each lead sits in your pipeline.

• Track document opens and engagement
• Timeline view of contacts and responses
• Clear visibility into AUM pipeline status