Smart prospecting
Surface high-intent prospects from verified sources, filtered by license type, state, AUM threshold, and practice area — so every lead fits the book you're actually building.
Early access — Q3 2026
Lead generation,
Lead generation,
built for financial advisors.
FIS Lead Gen helps independent advisors, insurance agents, and mortgage brokers source qualified prospects and manage their pipeline — without the compliance headaches that come with off-the-shelf tools.
Free for the first 100 firms. No credit card. No sales call.
50+
Firms in early access
12,000+
Prospects verified in pilot
14
States live in beta
Features
Everything you need to fill your pipeline.
A modern prospecting stack purpose-built for the regulatory and operational realities of financial services — not retrofitted from a generic CRM.
Compliance-ready data
Every record is validated against DNC and TCPA rules, with an audit trail that stands up to FINRA and SEC recordkeeping requirements out of the box.
Pipeline analytics
See outreach, conversion rates, and revenue per source in one view. Finally know which channels are actually closing business — and which ones are just keeping you busy.
How it works
From signal to signed, in three steps.
No scraped lists. No scrubbing spreadsheets at 11pm. Just a predictable pipeline that shows up on Monday morning.
01.
Define your ideal client
Set filters for demographics, investable assets, life events, geography, and the licensing your product mix requires.
02.
Receive a curated shortlist
Every Monday, we deliver a scored, verified list of prospects straight to your inbox — with the context you need to open the conversation.
03.
Engage from one dashboard
Track outreach, log disposition, and sync to your existing CRM. Measure what works without switching between five tools and a spreadsheet.
Early access
Join the waitlist.
We're onboarding 100 firms before public launch. Reserve your spot and we'll reach out in the order we receive requests.