Lead Generation Agent
Find and Win Your Ideal Prospects
Go beyond static personas rooted in demographics. Use outcomes-driven ICPs and behavioral microsegments to scale profitable acquisition.
Why Your Best Prospects Don’t See You
Static, demographic-based personas and broad targeting bury your message. Your ICP isn’t tied to real outcomes. Signals are scattered across CRM/web/product/support and there’s no clean handoff into the tools that run acquisition. The result: high-fit prospects never see relevant offers, so CAC rises while win rates stall.
What You Get
- Dynamic ICP based on LTV/AUM, behavior, and engagement
- Microsegments that reveal high-potential niches and life-event signals
- Prioritized action plan with next steps and expected impact
- Exportable audiences for ads, email, and SDR/BDR motions
TAZI identifies the best types of prospects and triggers events across your demand channels.
How it Works
Model your best clients: Learn from the clients who actually convert and retain.
Build your dynamic ICP: Tie it to revenue/AUM and behavioral signals.
Microsegment & prioritize: Reveal niches and look-alikes with the highest expected value.
Activate & learn: Push audiences to your channels, measure lift, and refine weekly.
Why TAZI
Explainable: Transparent insights and AI explanations (no “black box”).
Fast: Continuous, automated iteration in fast changing markets.
Flexible: Exports to your Advisory,Marketing and Visualization tools.
Transparent: Documentation, audits and Governance in Financial Services.
FAQ
What is an outcome-driven ICP?
An Ideal Client Profile (ICP) built from actual engagement results (conversions, offers, LTV/AUM, retention efforts); not guesses, or age-old demographic segments. An approach that aligns targeting with profitable growth.
What data do we need, and how often is the ICP updated?
Start with CRM/accounts, basic engagement, and (if available) product/transaction data. No one has perfect data. You can begin lean; the AI model updates as you schedule it (e.g., weekly, or as outcomes come in.
How is microsegmentation different from basic segmentation?
Microsegmentation finds small, high-value niches and life-event signals, so you can target precise look-alike audiences specific to your firm that convert at higher rates.
How do we activate audiences and take action?
TAZI Agents trigger, or you export prioritized audiences to your CRM, Marketing Automation (MA), and ad platforms (CSV/API) and launch outreach campaigns.
How fast will we see impact, and what should we measure?
Teams often see early lift after the first activation cycle (quarter). Track CAC, conversion rate, win rate, qualified pipeline, and LTV/AUM for acquired clients.
Does TAZI integrate with our current stack?
Yes. TAZI augments your existing CRM/MA/ad tools, fitting into current demand gen, SDR/BDR, and paid media workflows, no rip-and-replace.
Is this compliant and privacy-safe for financial services?
Yes. Insights are explainable and auditable, with governance controls aligned to expectations in financial services that respect your data residency and privacy requirements.
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