Financial advisors wait up to 6 weeks for compliance to approve an outreach email. By then, the prospect's life event (promotion, liquidity event) is cold. ClearPath compresses that to seconds.
How It Works (Demo Flow) Advisor → picks a prospect → generates email → AI checks compliance → fixes it → ready to send
Prospect Queue — 1,379 pre-scored leads ranked by priority (ICP score × 60% + Urgency × 40%). Each lead shows estimated income and AUM opportunity.
- Email Generation — Claude writes a personalized 3-sentence email using the prospect's role, life event, and recommended angle.
- Compliance Engine — Claude call checks the email against real FINRA/SEC rules + your firm's custom rules. Results stream in live, rule by rule.
- Auto-Fix — if flagged, one click rewrites the entire email as compliant and re-checks it automatically.
Built With
- claude
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