Relationship AI - utilize AI to uncover customer insights that lie beneath the surface.
Relationship AI - utilize AI to uncover customer insights that lie beneath the surface.
Relationship AI - utilize AI to uncover customer insights that lie beneath the surface.
Relationship AI - utilize AI to uncover customer insights that lie beneath the surface.
Leverage our comprehensive data ecosystem built on insights from over 200 Million Americans across hundreds of unique parameters to better understand your clients and prospects, reveal their unique needs, and engage in meaningful conversations that align with their goals.
Use our advanced AI tools to surface key insights, anticipate needs, and deliver personalized guidance that drives stronger relationships.
Our enriched data helps you understand what matters most to each client — enabling more relevant, goal-focused conversations that builds trust.
Leverage our comprehensive data ecosystem built on insights from over 200 Million Americans across hundreds of unique parameters to better understand your clients and prospects, reveal their unique needs, and engage in meaningful conversations that align with their goals.
Use our advanced AI tools to surface key insights, anticipate needs, and deliver personalized guidance that drives stronger relationships.
Our enriched data helps you understand what matters most to each client — enabling more relevant, goal-focused conversations that builds trust.
Dive deeper. Discover more.
From data to insights
From insights to action
Leverage our comprehensive data ecosystem built on insights from over 200 Million Americans across hundreds of unique parameters to better understand your clients and prospects, reveal their unique needs, and engage in meaningful conversations that align with their goals. Use our advanced AI tools to surface key insights, anticipate needs, and deliver personalized guidance that drives stronger relationships. Our enriched data helps you understand what matters most to each client — enabling more relevant, goal-focused conversations that builds trust.
Dive deeper. Discover more.
From data to insights
From insights to action
Data and insights from over 200 Million Americans across hundreds of unique parameters
Data and insights from over 200 Million Americans across hundreds of unique parameters
Data and insights from over 200 Million Americans across hundreds of unique parameters
Frequently asked questions
Answers to common questions about getting started and working with us.
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Interested in learning more
Do you prefer email? We're available at:
Interested in learning more
Do you prefer email? We're available at:
Relationship AI is an AI-powered intelligence platform that delivers comprehensive client insights to help you understand prospects before you meet. Each summary provides a brief easy-to-read, comprehensive overview covering personal background, wealth indicators, money-in-motion events, lifestyle interests and conversational insights — transforming hours of manual research and conversation into actionable profiles you can use immediately. Relationship AI was built so you can spend your time doing what matters most—building authentic and lasting connections.
Relationship AI is available for multiple audiences across Wealth Management, Private Banking and Insurance. Custom solutions and insights are available. Within Wealth Management, Relationship AI is currently exclusively available to Datalign Advisory partners. We are taking reservations for 2026. To be considered for early access, reach out to relationshipai@datalign.com and we’ll reach out to you to understand your specific needs.
Relationship AI combines Datalign's proprietary knowledge graph of over 200 million Americans with advanced AI analysis to generate comprehensive prospect profiles. Our system automatically synthesizes hundreds of data points — including public records, private records and behavioral indicators — into a concise, readable summary. We deliver a plethora of insights including personalized insights about communication preferences, life stage transitions (money-in-motion events) and conversation starters directly to you (pdf or CRM).
Each prospect profile synthesizes hundreds of data points into clear, practical insights across four key categories: demographic details and professional background, wealth indicators (money-in-motion events) and financial readiness, lifestyle interests and behavioral patterns and personalized conversation starters with communication preferences. These insights help you understand not just who your prospect is, but how to connect with them in the most meaningful way.
Without Relationship AI, valuable time is spent researching client backgrounds across multiple platforms, often entering a first conversations with limited understanding. With Relationship AI, you receive instant prospect intelligence that helps you connect meaningfully with each prospect. This enriches new connections and strengthens existing ones, helping you build rapport authentically.