




Streamline Succession Planning
Equip your team with tools to manage transitions seamlessly, ensuring minimal disruption.
Human-Centric AI
Keep the human element central while leveraging AI agents to identify at-risk advisors and recommend actionable retention strategies.
Proactive Case Management
Automate workflows to prioritize high-impact cases and focus on keeping top advisors in the fold.
Customizable Retention Playbooks
Develop playbooks tailored to your organization's unique needs, ensuring consistency across your team.

Scaling Retention Efforts While Keeping the Human Touch
At FindBob, we understand that retention is about more than just numbers—it’s about people. While our platform leverages powerful AI-driven insights on advisor interests, behaviors, and sentiment to scale your efforts, we ensure that the human element remains central to the process.
By equipping your team with actionable insights, you can prioritize meaningful conversations, provide personalized support, and drive the outcomes that matter most to your advisors and your business. Our tools don't replace the invaluable work your team does—they enhance it, allowing you to focus on building trust, fostering relationships, and delivering real impact.