Talyx's intelligence infrastructure delivers 340% increases in qualified UHNW prospect pipelines and shifts conversion rates from 8% in post-liquidity competition to 31% through pre-liquidity positioning, addressing the $84 trillion intergenerational wealth transfer opportunity that defines private wealth management through 2030[1][2].
Most private wealth management teams operate on a personal network model. Advisors prospect through their own relationships, attend events, and monitor deal announcements for outreach opportunities. This model works — until it doesn't. The structural ceiling is built into the approach itself: prospecting scales with advisor bandwidth, not with capability.
When senior advisors retire or move to a competitor, their prospecting knowledge leaves with them. There is no institutional memory of which prospects responded to which approaches, which timing signals preceded successful engagements, or which relationship pathways produced introductions. Knowledge mismanagement of this kind costs organizations an estimated 25% of annual revenue in lost productivity and recreated work[3]. Companies investing in capability building achieve 1.5x higher revenue growth and 1.6x greater shareholder returns compared to those that remain dependent on external expertise[4]. For a PWM team managing $5 billion in assets, that figure translates to millions in unrealized growth.
The standard workflow looks the same across nearly every team: a deal announcement hits the wire, and 15 or more advisors from competing firms contact the same prospect within 48 hours. The prospect is overwhelmed. The outreach is undifferentiated. The advisor who wins is typically the one with a pre-existing relationship — not the one with the best pitch. This reactive cycle produces several measurable failures:
The result is a team working harder without working smarter. More calls, more events, more data subscriptions — and the same conversion rates[5].
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Every prospecting workflow answers some version of three questions. The problem is that most of your daily workflow only addresses one of them well. Talyx provides the complete intelligence picture across all three dimensions, integrated directly into your team's daily operations.
| Dimension | Your Current Workflow | With Talyx |
|---|---|---|
| WHO to call | Basic data — names, titles, estimated net worth (commodity) | Enhanced with contextual intelligence, relationship maps, and warm introduction pathways |
| WHEN to call YOUR prospect | React to announcements after the fact | Predict individual prospect decision windows 12-24 months forward using personal liquidity triggers, career transitions, and vesting schedules |
| WHAT to say when you call | Uniform messaging across all prospects | Archetype-calibrated outreach scripts matched to each prospect's psychology, risk framing, and trust triggers |
Every PWM team has access to prospect data. Existing CRM systems and data subscriptions provide names, estimated wealth, corporate affiliations, and transaction histories. This data is necessary — and it is a commodity. When every competing advisor has the same WHO information, it provides no advantage for your team's conversion rates. Talyx does not replace WHO data. Talyx makes your existing data investments dramatically more effective by adding the dimensions they cannot provide.
Timing is the single largest determinant of your team's prospecting success. An advisor who engages a prospect 12 months before a liquidity event — before the prospect has been contacted by competitors, before advisors are circling, before the founder has been overwhelmed with outreach — operates in an entirely different environment. Talyx's predictive timing intelligence monitors individual prospect decision windows: personal liquidity triggers from fund lifecycle timing, career transition signals, executive equity vesting schedules, practice sale timelines, and business succession indicators. Your team receives daily alerts identifying which specific prospects in your pipeline are approaching decision windows well before public announcements[4].
Two founders who both sold $200 million companies may have entirely different psychologies, communication preferences, and trust triggers. One may be an Entrepreneur archetype who wants to understand every investment thesis in detail and maintain active control. The other may be a Steward archetype who prioritizes legacy, family governance, and long-term preservation. Sending the same pitch to both is not just inefficient — it signals to the prospect that the advisor does not understand them. Talyx classifies each prospect into behavioral archetypes and provides archetype-calibrated outreach scripts, personalized messaging templates, and relationship context that your advisors use in every conversation.
Before evaluating any solution, PWM team leaders benefit from understanding exactly where their current workflow breaks down. The following five qualifying questions serve as a self-assessment framework. Honest answers reveal whether a team's bottleneck is data, timing, messaging, or some combination.
1. "What does your team's prospecting workflow look like today?" This determines the incumbent landscape. Most teams have invested in WHO-dimension data — systems that identify prospects and provide basic information. The question is whether those capabilities extend into WHEN and WHAT territory.
2. "When you get alerts, how do you decide which ones to prioritize?" This tests WHEN capability. If the answer involves intuition, seniority-based judgment, or "we try to get to all of them," the team lacks systematic prioritization based on timing intelligence.
3. "How often do you reach out to someone and discover they are years away from any real decision?" This measures timing accuracy. High-performing teams with Talyx intelligence report that fewer than 20% of their outreach targets are outside a 24-month decision window. Teams without predictive timing report the inverse — 80% of outreach targets are not actionable.
4. "Do you adjust your messaging based on prospect type, or is it fairly consistent?" This tests WHAT capability. Behavioral calibration is the least developed dimension in most PWM teams. Even experienced advisors often default to a single approach and adjust only after initial meetings reveal prospect preferences.
5. "What is your conversion rate from first outreach to meeting?" This quantifies the gap. Industry average conversion from cold outreach to initial meeting is 2-4%. Teams using Talyx intelligence with predictive timing and calibrated messaging report conversion rates of 12-18% — a function of reaching the right person at the right time with the right message.
When team leaders describe their prospecting reality, certain phrases reliably indicate that timing and behavioral calibration are the missing layers:
These are not technology problems. They are intelligence problems — and they require an intelligence solution. OSINT methods produce 70-90% of actionable intelligence material across Western intelligence and law enforcement services[6], yet most PWM teams apply none of these methodologies to prospect intelligence.
Talyx delivers intelligence infrastructure designed for the daily workflow of PWM teams targeting UHNW prospects. Each component addresses a specific gap in your prospecting pipeline.
Continuous monitoring of individual prospect decision windows — PE fund lifecycles, executive vesting schedules, practice sale timelines, career transition signals, and business succession indicators. Your team receives daily feeds scored for confidence and urgency, delivered directly into your existing workflow. Each alert identifies which specific prospects are approaching decision windows, enabling team leaders to allocate advisor bandwidth to the highest-probability opportunities rather than working down a list.
Predictive timing signals pushed directly into Salesforce, Redtail, Wealthbox, or your team's existing CRM. Advisors see prospect timing alerts within the system they already use daily — no additional dashboard, no workflow disruption. When a prospect enters a decision window, the alert appears in the advisor's queue with confidence scoring and recommended engagement timeline.
Each prospect is mapped to one of three primary behavioral profiles — Entrepreneur, Steward, or Executive — with sub-classifications that capture nuances in communication preference, risk tolerance, and decision-making style[1]. For each classified prospect, Talyx provides personalized outreach scripts with specific guidance on communication style, risk framing, trust triggers, and conversation structure. An Entrepreneur archetype receives a different initial outreach approach than a Steward archetype — not just in content, but in tone, format, cadence, and the specific value propositions emphasized.
Documented decision frameworks that standardize your team's approach to prospect engagement across all three dimensions — WHO, WHEN, and WHAT. Playbooks ensure that every advisor on the team operates from the same intelligence-driven methodology, eliminating the inconsistency that results from individual improvisation. New advisors ramp faster. Experienced advisors convert more consistently.
Structured training curriculum that ensures every advisor on the team can interpret timing signals, apply archetype classifications, and execute calibrated outreach independently. Training includes hands-on exercises with real prospect data from your target market, supervised outreach cycles with feedback, and certification criteria that validate readiness for independent operation. Your team owns 100% of methodology, systems, and data permanently. This is not a subscription that creates dependency — it is a capability transfer that creates independence.
Talyx operates on a structured 90-day engagement model designed to build permanent intelligence capability within your prospecting team. The objective is not ongoing service delivery — it is capability transfer that enables your team to operate independently.
After the 90-day engagement, your team operates independently. Optional periodic reviews are available for teams that want external validation or refreshed prospect intelligence, but they are not required. The engagement is designed to eliminate dependency, not create it. Your team owns the methodology, the playbooks, and the intelligence capability permanently.
Different firm types present different starting points, competitive dynamics, and integration requirements. Talyx's approach adapts to each category.
| Category | Representative Firms | Current State | Talyx Approach |
|---|---|---|---|
| Wirehouses | Morgan Stanley, Merrill Lynch, UBS, Wells Fargo | Aidentified or similar WHO tools typically entrenched | Completion layer — add WHEN and WHAT dimensions to existing WHO infrastructure |
| RIA / MFO | 500+ firms with >$1B AUM | Minimal prospecting tools beyond CRM and manual research | Full solution — leapfrog directly to intelligence-driven prospecting |
| Hybrid / B-D | LPL Financial, Raymond James, Ameriprise | Fragmented tooling, varies by advisor preference | Wirehouse-grade intelligence without wirehouse overhead or bureaucracy |
| Private Banks | Goldman Sachs PWM, JPMorgan Private Bank, Citi Private Bank | Aidentified or proprietary WHO tools likely deployed | Calibrated conversations for $25M+ relationships where behavioral precision matters most |
For wirehouse teams, Talyx functions as the intelligence layer that makes existing data investments work harder. The WHO data is already in place — what is missing is the predictive timing and behavioral calibration that convert data into actionable intelligence. For RIA and multi-family office teams, Talyx represents an opportunity to bypass the incremental tool-stacking approach and deploy a complete intelligence system from the start[5].
Good — you should be. It does what it is designed to do. Talyx is not a replacement for your current prospecting data. It is the layer that makes your existing investment work harder. Your current data tells you WHO exists. Talyx tells you WHEN they are approaching a decision and WHAT to say when you engage them. These are complementary capabilities, not competing ones.
Valid concern. The question is whether your current subscriptions solve the actual bottleneck. If your team is still guessing on timing and using the same message for every prospect, adding more data will not fix that. Talyx addresses the specific gaps that more data cannot fill — and after 90 days, the capability is embedded in your team's daily workflow, not sitting in another dashboard.
Your current data tells you who exists and what happened. Talyx tells you who is approaching a decision point, when that decision will materialize, and how to engage them based on their specific psychology. The distinction is data versus intelligence. Data describes the past. Intelligence predicts the future and prescribes the action[4].
Thirty minutes. That is the commitment.
Talyx will show you the predictive timing framework and behavioral calibration system applied to prospects in your target segments — your geography, your AUM threshold, your industry focus. You will see specific examples of timing signals your team is currently missing and behavioral classifications that would change how your advisors approach specific prospects.
You tell us what is missing from your current workflow. Where are the gaps? What would make the biggest difference for your team's conversion rates?
If you see potential, you decide next steps. If not, you have learned something about a capability gap in the market that few teams are currently addressing — and that knowledge alone has value.
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Talyx engagements are measured against specific, quantifiable outcomes. These are not aspirational targets — they are the benchmarks that Talyx teams consistently achieve within the first 90 days of deployment.
| Metric | Industry Average | Talyx Target |
|---|---|---|
| Outreach response rate | 2-4% | >15% |
| Meeting conversion (% of responses) | 15-20% | >40% |
| Qualified opportunity (% of meetings) | 25-30% | >50% |
| Reference accounts within 90 days | Rare | 1 per firm category |
These improvements are not the result of better data. They are the result of better timing and better messaging — reaching the right prospect during their decision window with communication calibrated to their psychology. The compounding effect across all three dimensions — WHO, WHEN, and WHAT — produces outcomes that no single-dimension data source can match[7].
Talyx's intelligence infrastructure is built for direct CRM integration. During Phase 2 of the 90-day engagement, timing alerts, archetype classifications, and outreach recommendations are configured to flow directly into your team's existing CRM — whether that is Salesforce, Redtail, Wealthbox, or another system. Advisors receive prospect intelligence within the workflow they already use daily, not in a separate dashboard. Integration includes custom field mapping, alert routing by advisor territory, and automated scoring that prioritizes prospects approaching decision windows. The 90-day engagement includes full integration setup, testing, and advisor training to ensure your daily workflow improves immediately.
Each advisor receives individualized training matched to their existing workflow, prospect universe, and communication style. Phase 2 includes hands-on onboarding sessions where advisors practice interpreting timing signals and applying archetype classifications to real prospects in their pipeline. Phase 3 provides supervised independent outreach cycles with real-time feedback. Most advisors achieve independent proficiency within 3-4 weeks of active training. By the end of the 90-day engagement, every advisor on the team — not just the team leader — is certified to operate the intelligence system independently and sustain intelligence-driven prospecting without external support.
In the first 30 days, your team typically sees an immediate improvement in outreach prioritization as daily prospect intelligence feeds identify which prospects are approaching decision windows. By day 60, advisors report measurably higher response rates as archetype-calibrated outreach templates improve messaging relevance. By day 90, teams operating on the full Talyx intelligence system consistently achieve response rates above 15% and meeting conversion rates above 40% — shifting your team's conversion rates from the 8% industry average for reactive outreach to 31% through pre-positioned engagement. Pipeline volume increases of 200-340% are documented across engagement types[8].
Yes. Every Talyx engagement is built around your team's specific prospect universe, geographic focus, AUM thresholds, and industry specialization. During Phase 1, intelligence requirements are defined to match your team's actual target market — not a generic prospect database. If your team specializes in healthcare executives approaching PE-driven liquidity events, the system monitors healthcare-specific signals. If your team targets technology founders in a specific metro area, the intelligence feeds are calibrated accordingly. The playbooks, outreach templates, and timing models are all customized to your team's daily workflow and the prospects you are actually pursuing.
Talyx structures engagements based on team size, target market scope, and the complexity of your prospecting environment. The 90-day capability transfer model means the investment is finite — not an ongoing subscription. Your team receives permanent ownership of all methodology, playbooks, outreach templates, and intelligence protocols developed during the engagement. Specific engagement scope is discussed during the initial 30-minute assessment, where Talyx evaluates your team's current state and recommends the appropriate configuration. The engagement is calibrated to deliver measurable ROI within the engagement period, with reference accounts available to validate expected outcomes.
Is your firm evaluating competitive positioning strategy? See Competitive Intelligence for Wealth Advisory Firms.
[1] Capgemini, 2025 [2] Source: Bain & Company, 2026 [3] HBR/Bloomfire, 2025 [4] McKinsey, 2024 [5] Cerulli Associates, 2024 [6] PMC, 2018 [7] Bain & Company, 2026 [8] Talyx Client Performance Data, 2025
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