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Meet ClientGen for ClaudeInstall the connector and sign in

A closer look, in a few minutes

See what happens
after the click.

Short, narrated tours of the data and the workflow. Watch at your own pace, then explore the part that fits your practice.

Guided tour using actual product screens. Prospect records are not shown.

01 · Discover

Build a market around your practice.

See the actual ClientGen filters for wealth, income, property, business ownership and life events.

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Recorded from our interactive sample explorer. All people and values are fictional; this is not a live prospect record.

02 · Understand

See the depth behind a name.

Explore wealth estimates, relatives, property and changes that help you prepare for a better conversation.

Explore the sample yourself
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Guided tour of a real, read-only Claude interaction and an unfinished test campaign. No mailing or purchase. Waiting time is shortened.

03 · Create with Claude

Review a campaign without leaving Claude.

See Claude retrieve an existing test campaign, open its previews and flag details to fix before approval.

Get ClientGen for Claude
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Make the next step about your practice.