Prudential Advisors Enhances Advisor Leads Program with AI and Data Science

Core Insights - Prudential Advisors has enhanced its Advisor Leads programs by leveraging AI and data science to improve lead quality and increase conversion rates, benefiting both advisors and consumers [1][2]. Group 1: AI Integration - The enhancements ensure that AI is embedded throughout the Prudential Advisors Connect platform, providing Gen AI-derived customer insights that help advisors personalize outreach and engage prospects more effectively [2][5]. - AI is viewed as a strategic investment to transform large volumes of data into actionable insights, reinforcing the advisor-client relationship as a core business strategy [2][6]. Group 2: Lead Prioritization - The program incorporates lead propensity modeling, which uses data science to prioritize leads that are most likely to convert, allowing advisors to focus their efforts on high-quality opportunities [3][4]. - Enhanced lead insights are achieved by integrating third-party data sources, adding hundreds of new attributes to lead profiles, which supports automation and deeper insights for advisors [5][6]. Group 3: Governance and Responsible AI - Governance and responsible AI practices are foundational to the program, with continuous feedback loops and performance measurement to ensure model accuracy and fairness [6]. - The goal is to build durable capabilities that scale responsibly, ultimately helping advisors and clients achieve better outcomes [6]. Group 4: Company Overview - Prudential Advisors supports over 3,000 financial advisors across the U.S., enabling them to help clients build wealth and meet financial goals through personalized advice [7]. - Prudential Financial, Inc. manages approximately $1.6 trillion in assets as of September 30, 2025, and operates globally across various regions [8].