About this hackathon
About the challenge
Financial Advisors (FAs) are currently trapped between two worlds: the need for modern, timely client acquisition and the rigid, slow-moving requirements of FINRA and SEC compliance.
In an industry where a "life event" (marriage, inheritance, job change) makes a prospect ripe for advice today, the current manual legal review process—often taking up to 6 weeks—renders most outreach obsolete before it is even sent.
The goal of this hackathon is to build an intelligent engine that interprets provided high-intent signals and automates compliant outreach, transforming weeks of legal bottleneck into seconds of verified communication.
The wealth management industry suffers from "Stagnant Lead Syndrome" in which advisors rely on static lists that don't reflect real-time financial triggers.
Every email template and custom message must undergo a grueling review to ensure it isn't "promissory," "misleading," or lacking "proper disclosures."
By the time a template is approved, the prospect has often already chosen a competitor or the financial window of opportunity has closed.
Get started
You will be provided with a curated list of enriched prospects.
Your mission is to design a platform that identifies the "Who, Why, and When" of prospecting while serving as a Real-Time Compliance Officer.
You must enable Signal Interpretation: Analyzing provided prospect data (Why Now reasons, match reasons, and brief summaries) to categorize specific life events.
You must enable Intent Prioritization: Ranking the provided list to identify who is best to reach out to NOW (hint: leverage the included Urgency and ICP match scores).
You must enable Verified Outreach: Generating personalized outreach that is pre-vetted & compliant against regulatory standards.
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