What is Poseidon?

Poseidon is a relationship automation platform built specifically for wealth advisors. It combines personalized prospecting with authentic storytelling to help advisors connect with high-net-worth prospects. The platform offers a campaign engine, content distribution, analytics, CRM, and compliance logging, all designed for the financial advisory industry.

How to use Poseidon?

To use Poseidon, wealth advisors typically book a demo to see the platform in action. After onboarding, they can set up multi-step outreach sequences using pre-built templates, personalize messages with AI-generated icebreakers, and manage communications across email, LinkedIn, and other channels. The platform also offers a fully managed service where Poseidon's team handles profile optimization, campaign strategy, daily outreach, and content creation on behalf of the advisor.

Core features of Poseidon

Multi-touch campaign engine with conditional logic and dynamic personalization
Content distribution with trackable links and engagement analytics
Analytics dashboard for connection rates, response rates, and pipeline metrics
Contact CRM with automatic data enrichment from LinkedIn profiles
Compliance logging with exportable audit trails for FINRA/SEC reviews
Integrations with LinkedIn Sales Navigator, HubSpot, Gmail, Outlook, Slack, and Calendly
Done-for-you prospecting and content marketing services