Couplr — products and connections

  1. Couplr Match

    Couplr Match: “Consumer-initiated, opt-in advisor–client matching. A 1,300-variable behavioral algorithm turns enterprise web traffic into qualified advisor meetings. No PII reaches the advisor until the consumer initiates contact — a compliance-friendly design for wealth and insurance firms.”

  2. Couplr IQ

    Couplr IQ: “Book-of-business analytics for advisor client files. Couplr IQ enriches existing books with Equifax (income, spending power) plus InterGen Data (95-event life-events taxonomy) and the Couplr behavioral engine. Surfaces 20–40% of held-away assets and prioritizes the top 15% of clients ready to act — compressing prospecting from months to weeks.”

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Data formats and record details
Surface ID
urn:readyscan:corpus:relationship:couplr-q140379904-products-and-services
Material fingerprint
fnv1a64:f85fa65db5dec7bb
Membership fingerprint
fnv1a64:8b6be72083c5bde0
Published
2026-10-29
Modified
2026-10-29
ready-scan-subjects/Q140379904
revision Q140379904:content:a8be570d857961f1

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