Business owners for wealth management
Successful practice owners for the private bank, approved.
What it does
Every quarter: the best-rated private clinics, law firms and architecture practices in your city, with the owner or partner from Apollo, for the private bank, approved by a banker.
In one sentence: Monthly on the 1st at 08:00, in Zurich, find medical clinics, law firms and 2 more in the area, find the Owner, Managing Partner and Founder with Apollo, wait for approval, then create contact in HubSpot and email the list to you.
Why it is useful
Doctors, lawyers and architects build wealth quietly. Their best-rated practices show who.
Who it is for
Banks, lenders & insurance. Banks, lenders, insurers and payment companies finding merchants, checking risk and planning branches. Every use case for banking & lending
Best use cases
- A private bank
- A wealth manager
- A family office
What each run gives you
- New leads in HubSpot
The time it saves
Monthly on the 1st at 08:00. Doing the same work by hand takes about 90 minutes each time; it runs about 1 time a month, so it saves about 2 hours a month (an estimate). It is medium: 7 blocks.
The flow, block by block
- On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
- My cityWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
- Successful practicesxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- Owner or partner from ApolloYour data · ApolloThe people to talk to at each company, and the company’s details, from your own Apollo account (apollo.io): decision makers by job title with their LinkedIn and work email; or the company’s size, industry, revenue and LinkedIn page; or a person from their email.
- Approve the introductionsLogic · ApprovalStops the run until someone says yes.
- Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
- Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- The xMap Flows browser extension: what is around this business: On a company’s website or a place on a map, one click shows its market and the AI employees to hire for it.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- What xMap remembers about your company: Your city, industry and what you sell, filled in for you and always yours to change.
- Ask the map a question: How many of a kind of place, how many people for each, and where the gaps are, answered on the spot.
- How to build a B2B lead list from the map: Every business of a type in your territory, with contacts, scored, in a sheet or CRM.
- How to find the decision maker at each new business: Places from the map, people from your Apollo account, in one flow.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
More for Banks, lenders & insurance
- Approved garage network for my claims team: Garages vetted by an AI agent and scored for your claims network, approved every month.
- Unbanked hotspots for my agent network: The most populated blocks with the fewest banks and agents, every month.
- Branch network review: which branches the area needs: A monthly review of which branches their area needs, with a note for the committee.
- Growing small companies for my business loans team: Small companies that are hiring, sized and scored for a working capital loan.
- New shops likely to want card payments: New shops likely to be cash only, given to the nearest sales agent every weekday.
- Busy places with the fewest ATMs nearby: Busy malls, markets and supermarkets with the fewest ATMs around, every month.