AscendAI

Referrals built most professional and financial services firms, and they still work. The trouble is that you can't schedule them.

AscendAI builds a second source of clients the firm controls. We run LinkedIn for owner-led advisory, accounting, fiduciary, insurance, legal and fund management firms across Africa, the UK, Europe and the Middle East.

What we do: outreach from your own partners' profiles to a short, researched list of firms that fit, timed to when a buyer is moving; outreach to the lawyers, accountants, tax advisers and wealth managers who refer work; content in your partners' own voice, up to eight posts a month, approved by you before it goes out; and every reply handled until a meeting is in the diary. Every message is checked by a human before it sends. The aim is three to five C-suite meetings a month.

Results from our published case studies: The K3Y (South Africa, strategic advisory) signed a USD 650,000 deal within ten weeks at a 39% reply rate. African Risk Transfer (Mauritius, insurance and risk) had 45+ C-suite meetings and added 20% to pipeline in 30 days. TrustQore (Switzerland, trust and fiduciary) had a 52% reply rate and 75 positive replies across ten European jurisdictions. Vuna Agribusiness (Southern Africa) booked 12 qualified meetings from one post. KPIMS (South Africa) held 8 meetings with senior HR and finance leaders.

Founded by Sean Winter, CFA, with 20+ years in finance and professional services. Based in Mauritius.