Lead Management

How AI Scoring Works

Each advisor is scored 0–100 by Claude AI based on Mach 96's ideal customer profile:

AUM Fit0–25 pts

$50M–$500M is the sweet spot

Experience0–20 pts

8–20 years scores highest

Geography0–15 pts

TX, FL, CA, NY, OH, PA = top

Firm Type0–15 pts

Independent/small RIA = best

Specialization0–15 pts

Insurance/annuities = best

Carrier Gap0–10 pts

More gaps = more opportunity

Tier A: 70–100Tier B: 40–69Tier C: 0–39

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Browse Files

Supports registered rep data, lead lists, or any CSV with email + name columns

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