People are looking for help with their money but are turned off by words they don’t understand, are overwhelmed with long, impersonal lists of advisors to pick from, and sometimes they just aren’t ready to get started.
There’s an opportunity to greatly improve the consumer journey which directly leads to improved lead generation & client acquisition for companies and their financial advisors.
The goal is to not only learn about the consumer and where they are in terms of the ‘stages of change’, but give them more power to make better decisions when they’re ready to make those decisions. We do this by letting consumers know how well the advisor matches to them while at the same time helping financial advisors work with the best clients for them.
Couplr fintech uses smart technology to match financial advisors with the best warm inbound clients for them across a variety of human and financial dimensions.
The Couplr fintech lead generation solution was specifically built for financial companies and their financial advisors. Couplr is a byproduct of frustration, first hand experience, need, potential, data science, and the human connection. Financial advisors and the companies they represent want to help as many clients as possible, but with up to 90% of advisors failing in the first three years this is a constant challenge, yet also a huge opportunity.
After years in the financial services industry, founder Derek Notman saw one pivotal issue: a lack of empathy and trust in professional financial relationships, especially for people looking to hire a financial advisor. In other words, lead generation was broken.
Knowing that human connection was foundational to success, Derek started the journey to find a solution that truly works. A smart fintech lead generation solution matching clients and financial advisors.
The result feels magical, but are based on financial psychology, behavioral finance, and math.
Lead generation is broken. People want & need help with their money. Money is personal, people are looking for an eHarmony experience but at best are getting Tinder with other lead generation solutions.
Couplr was built fundamentally different from the ground up. Instead of matching clients with the best advisor for them based upon ZIP code and net worth, we connect people on a variety of human & financial dimensions. We do this by leveraging Couplr in places where people already are. Having a deep understanding of financial psychology and where people are on the transtheoretical model of change we are able to connect clients with the best advisor for them for the right reasons at the right time at place.
Equally important we provide financial advisors and the companies they serve a predictable, scalable, and cost effective lead generation solution unlike anything else. By helping financial advisors and the companies they represent acquire more clients in a way that feels natural they will increase product & services placed and increase financial advisor success rates & retention. Ultimately, we help more people get the most out of their money which will have cascading positive effects for society on a global scale.
Couplr is a white-label SaaS solution specifically created & designed for a variety of financial services companies. Ranging from wire houses & insurance broker/dealers to corporate RIAs and life insurance companies, Couplr can be used to drastically increase lead generation.
Couplr is on a mission to help the world connect with money, better! People want help with their money. Financial advisors want to be the ones helping them. They both deserve Couplr, a place for connection to realize a mutually beneficial relationship.
We envision Couplr will become the lead generation solution of choice by both consumers and financial advisors.
Business Development at Couplr
25+ Years in Financial Services
MBA in Strategic Management
US Navy Veteran
VP of Business Development at The American College
Hi, I’m Derek Notman and I’m on a Mission to fix Money. Read why fixing money is a global opportunity here, and make sure to check out this website to learn what we are doing to help the world connect with their money, better!
I’m a CFP® advisor turned fintech CEO, a lifetime MDRT member, was awarded the WealthManagement.com Rising Star Award in 2022, named as the Leading New Advisor for the State of Vermont in 2006, and have been compared to “The World’s Most Interesting Man”.
