5 Ways to Use FINTRX to Prep for Conferences

1. Build Hyper-Targeted Prospect Lists with AI Search

Before the doors even open, AI Search helps you identify exactly who’s worth your time. Instead of clicking through filters, type in your goal: “Show me RIAs attending Schwab IMPACT with $500M+ AUM and recent ETF allocations.” FINTRX delivers a real-time list of high-fit prospects.

Want to layer in geography, niche strategies, or firm type? Easy. Lists stay fresh with real-time updates, so you’re always operating on the most accurate data in the industry.

Example: Ahead of IMPACT, a Denver-based ETF issuer builds a list of attending RIAs within 25 miles of the venue, filtering for AUM thresholds and past interest in fixed income ETFs.

Takeaway: Skip the guesswork. With FINTRX, you arrive already knowing who matters.

Heading into a day packed with meetings? AI Analyst builds meeting briefs in seconds. You’ll know the latest firm moves, investment trends, decision-maker backgrounds, even ETF exposure, so you walk in with context and confidence.

Example: The night before the event, a fund sales lead runs bulk AI prep on all 12 confirmed meetings at IMPACT. Each firm summary includes recent news, rep moves, AUM updates, and talking points, no spreadsheet needed.

Takeaway: You don’t have to “wing it” when you walk in fully briefed.

Not every valuable conversation happens on the conference floor. With FINTRX’s map view and location filters, managers line up off-site meetings, coffee chats, or drop-ins with firms based nearby, even if they’re not attending the event itself.

When paired with CRM integrations like Salesforce, HubSpot, DealCloud, or Dynamics, every meeting (on-site or off) is automatically captured and synced for seamless follow-through.

Example: After locking in key meetings at IMPACT, an ETF product lead identifies five Denver-based RIAs within walking distance of the convention center. Three extra meetings get booked into open time slots.

Takeaway: Maximize proximity, not just presence.

The event might end, but your momentum shouldn’t. FINTRX enables precise, intelligent post-event outreach. Tag your new contacts, segment them by interest or strategy, and trigger automated follow-up using Smart Lists and AI prompts. You can even let AI Analyst write the first email draft based on the interaction and contact profile.

Example: Post-conference, a sales team uses Smart Lists to sort new contacts by product fit. One group receives tailored ETF performance data, another gets a follow-up on SMA strategies, all within 72 hours of the last handshake.

Takeaway: Follow-up isn’t just about speed, it’s about relevance.

FINTRX isn’t just a pre-conference tool; it’s your full-cycle event advantage. From AI-driven prospecting and warm intros to real-time prep and high-precision follow-up, you’re not just showing up, you’re showing up ready to win.

The firms that turn conferences into capital events? They use FINTRX.

Ready to see how FINTRX can transform your next conference strategy? Schedule a FINTRX demo today.