Market Research
Overview
Marketing for advisors is hard not because there's nothing to say, but because keeping up with what's worth saying is a full-time job on its own. Trending topics, client pain points, regulatory shifts, and what your strategic partners are publishing — all of it shapes what you should be talking about, and most of it goes unread.
The Market Research AI Agent acts as your eyes and ears. It continuously ingests content from the sources that matter for your niche — industry publications, partner blogs, newsletters, trending videos on YouTube — and filters everything for relevance and quality before you ever see it. From there, it builds a knowledge graph of what's being said, identifies the gaps in the conversation, and surfaces the angles worth writing about.
The output is a categorized database of content themes with the original sources attached, so you can move from "what should we publish this month?" to a ranked list of opportunities with the supporting research already in place. Sentiment trends, partner content integration, and volume of relevant conversations give you a read on what's actually moving in your niche rather than what's just loud.
This agent operates in a read-only capacity. It ingests publicly available or permissioned information and produces strategic insights for internal use — no client data, no outbound communication, no compliance exposure.
Example Build
For an advisor specializing in expats retiring abroad, the agent monitors COI RSS feeds, newsletters, and YouTube channels covering tax, residency, and cross-border planning. New content is scored for relevance against the firm's niche, and high-priority findings — like an article on the tax implications of moving abroad scored 10 out of 10 — are flagged as timely content angles.
The agent builds a knowledge graph of the original content, identifies the gaps in coverage, and populates a centralized content database with categorized themes, summaries, and source links. The advisor opens the database and sees ranked content opportunities ready for the next stage of the content pipeline.
System Audit
We map your niche, your strategic partners, and the sources that actually shape your market — RSS feeds, newsletters, YouTube channels, anywhere the conversation in your space is happening. From there, we define the relevance and quality filters that determine what makes it into your research database.
Service Integrations
We connect the agent to your content sources, build the relevance scoring and knowledge graph logic, and populate a centralized database with categorized themes, summaries, and source links — so your content team works from a ranked list of opportunities instead of a blank page.
Training & Handoff
You'll know how to review the research database, adjust the relevance scoring as your niche evolves, and add or remove sources when your strategic partner relationships change. The agent runs continuously in the background — your job is to decide what to publish, not what to read.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
