ClientGen Reach · From online to in person
Turn an idea in AI into an invitation, a thoughtful note, a reason to get together. Reach helps you take the first step.
Meet Reach
Make room for a real connection
From one person’s mailbox to a table full of conversation.
Say something personal
Thank someone. Follow up after a conversation. Remember the little things.
Explore personal notes →
Give people a reason to gather
A workshop, a coffee, a new conversation. Make the first hello a warm one.
See an invitation take shape →
Holiday gifting · Planning previewMake someone feel remembered
Explore gifts for the people who matter to your practice. Customer checkout is currently disabled.
Plan your holiday gifts →This is where Reach comes in
Describe what you have in mind in Claude or ChatGPT. Reach helps prepare the pieces, so you can focus on the person.
A thank-you note. A workshop topic. A reason to reconnect.
Review the wording, your firm’s brand and the people receiving it.
Confirm recipients and permission. Your firm’s review, the exact cost and your approval come before sending.
From an idea to something tangible
“Help me thank Morgan for the conversation we had yesterday.”
Morgan, I really enjoyed our conversation yesterday. Thank you for sharing what matters to you. I look forward to staying in touch.
Warmly, Alex
Fictional concept · You review every detail. Nothing is sent here.
Your idea. Your familiar workspace.
Current Reach connectors help you prepare postcards, handwritten notes and personal pages in Claude or ChatGPT.
Now available in the Claude and ChatGPT directories.
Before installing or connecting Reach, obtain your firm’s compliance approval and complete any required cybersecurity review. Use your firm-approved AI workspace and data.
The expanded campaign workflow and dedicated Reach console remain in private preview.
Find your way into ReachCLIENTGEN REACH
Turn your next workshop idea into a branded invitation, display ad and signup page. See the pieces together. Refine them with your firm. You approve the next step.
Preview the upgraded campaign workflow with our team. The Reach console remains private.
Explore ClientGen ReachSee current AI connections →“Build a campaign for our Planning Your Next Chapter workshop. Use our firm’s brand. Show me the invitation, ad and registration page.”
Fictional Maple Grove campaign. Styling examples adapted from product proofs; registration is a static preview.
*Current Reach connectors are available in Claude and ChatGPT. Reach console and upgraded campaign workflow remain in private preview.
More people. More possibilities.
Have an audience already? Bring your approved contacts to Reach. When you want to meet more people, ClientGen’s prospecting tools help you explore your market, enrich contact details and follow relevant life events.
Explore lead generationProspect data is separate from standalone Reach. Data and event coverage vary.
REACH FIRST. MORE WHEN YOU NEED IT.
Create with the people you already know. Explore the ClientGen Platform for lead generation, with optional campaign support for platform subscribers.
START WITH YOUR AUDIENCE
The current Claude connector offer for postcards, handwritten notes and personal pages.
$49 / advisor / month
Claude software · first 30 days free
Bring your list and approved templates. Prospect data is separate.
Request connector access Understand the AI options →EXPAND WITH LEAD GENERATION
For advisors who want prospect intelligence and outreach tools in one web app.
$2,388 / year
Annual subscription
1,000 upfront profile credits. Claude connector software included.
Explore the platform with us See the platform →OPTIONAL PLATFORM ADD-ON
For platform subscribers who want help building campaigns and drafting outreach.
$289 / month extra
Added to your platform subscription
A dedicated success manager. You review and approve the work.
Discuss campaign support See prices and details →Already a ClientGen data subscriber? Your Claude connector software is included at no additional software charge. Confirm your access →
Software and services are separate from printing, postage, note fulfillment, media spend and AI-workspace subscriptions. We confirm connector eligibility, activation and billing details during setup. Existing customers keep their current agreements.
The Claude connector offer is shown here. Access and pricing for the private console and upgraded workflow will be confirmed before release.
ClientGen is part of
Pinnacle Innovative Financial Services.
Meet the human side of AI
Bring a person, a topic or a thoughtful idea. Let’s explore what Reach can help you create.
See Reach in a demoPhotography: Adobe Stock.
CLIENTGEN REACH