Helping financial professionals find,
engage & retain clients.
Know what your audience is thinking about
and what's happening in every prospect's world.
CNBCGrowing your practice online shouldn't feel like a second job.
It takes more than managing your existing clients to grow your practice. You also have to find new opportunities, stay in touch, and keep building relationships.
Hard to get in front of potential clients
It's difficult to get accurate contact info, so promising leads go cold before you ever reach them.
You don't know what's happening in their world
Without knowing what's happening in a prospect's world, your outreach reads generic and easy to ignore.
Two hours of prep for every hour with a client
Research, call prep, and follow-up can take up your week before you even start growing your practice.
Compliance limits your options
Most growth tools never make it past compliance, leaving you with almost nothing you can actually use.
of financial professionals believe AI can grow their book by 20% or more, yet most AI tools weren't built specifically to help them find, research, and reach the right people. Until now.
Know who to reach, when to reach
them, and what to say.
Research audiences, companies, and people, find the right contacts, stay on top of
what's happening, and get relevant talking points and angles for your outreach.
Get a clear picture of who you're reaching, including their background, work, and what's happening in their world.
See a company's financials, news, industry trends, and other important details, all in one place.
Find verified email addresses and LinkedIn profiles for people who match your audience or company brief.
See signals, roles, backgrounds, company info, and meeting prep without leaving LinkedIn.
Get notified when companies raise funding, announce layoffs, make the news, or show other important changes.
Get talking points and message ideas personalized to what's happening in their world.
Everything you need to know about your potential clients.
See the information that matters about the people and companies you want to reach, and understand what's happening in their world.
Research an audience, company, or person.
Build detailed briefs on audiences, companies, or a person, see the sources behind the information, and reveal verified contact info for anyone who matches.
Reveal contact info for anyone who matches.
Find and reveal verified emails and LinkedIn profiles for the people who match your audience and company briefs, with contact details ready to use.
Find and reach out to prospects on LinkedIn.
Analyze any LinkedIn profile or company to get a full brief, including their role, background, signals, recent activity, meeting prep, and personalized outreach ideas.
Know the moment something happens.
Add companies or industries to your watchlist or search for them in the Engagement Engine, and we’ll automatically surface funding, layoffs, and other important updates.
Built for a regulated industry.
Not around it.
Habits is SOC 2 Type II certified, with no data sharing, CRM integration, or special approval required.
SOC 2 Type II Certified
Independently audited data security and privacy controls, so your firm's due diligence is already done.
No Data Sharing
You don't upload your client list or connect your contacts. Every insight comes from public, licensed, and proprietary sources.
No CRM Integration
Nothing to sync or configure. The Engagement Engine works independently of your firm's systems.
No App to Approve
You review and send every message yourself. Nothing is ever sent automatically or on your behalf.
Choose your plan
One new client can cover the cost for the entire year, while the time you save on research keeps paying off month after month.
- ✓ Full access to the Engagement Engine
- ✓ Full access to the Chrome extension
- ✓ Full access to live Signals
- ✓ Full access to Contacts
- ✓ Enhanced support
- ✓ Grandfathered pricing
- ✓ Full access to the Engagement Engine
- ✓ Full access to the Chrome extension
- ✓ Full access to live Signals
- ✓ Full access to Contacts
- ✓ Enhanced support
- ✓ Grandfathered pricing
- ✓ For teams managing multiple professionals
- ✓ Dedicated account team
- ✓ Volume pricing & priority support
Questions? We've got answers.
The things financial professionals ask most before they start with the Engagement Engine.
Still wondering something? Contact the team.
Know more about
your prospects.
Get the research, contacts, and timely information you need to
have better conversations.