What it is
The Engagement Engine is a research tool built on data, behavioral science, and AI. Originally created for financial advisors, it does the homework behind everything client-facing you do: prospecting, meeting prep, newsletters, campaigns, content.
Every output is backed by data: live intelligence from our viral advisor-consumer marketplace, established behavioral science, 32,000+ private data sources, every publicly available macroeconomic database, and real-time viral trends and social media posts mapped to the demographics you serve.
It takes the two hardest parts of growing a book - knowing who to talk to and knowing what to say - and hands you the research to nail both. Instead of spending your morning digging through LinkedIn, news alerts, and half-finished notes, you open the Engagement Engine and get timely, personalized intelligence you can put straight to work.
There's no CRM integration needed, no compliance hurdles to clear, no data sharing, no in-app messaging. Just a simple website filled with billions of data points, all built to hand you the information you need for that exact moment.
Who it's for
The Engagement Engine started with financial advisors, but it now serves any financial professional whose business runs on knowing who to reach out to, when, and with what message: advisors, bankers, attorneys, real estate agents, insurance agents, recruiters, and more. The common thread is the financial services angle, because every one of these conversations ultimately touches someone's money. For a full breakdown by profession with real examples, read Who the Engagement Engine Is For.
Solo professionals use it to punch above their weight. Teams and enterprises use it to standardize quality across every seat.
Individual vs. Enterprise
There are two ways to use the Engagement Engine:
Individual. You sign up, you're in. Best for solo professionals and small teams who want to move today. Plans are $99 per month, or $990 billed annually - two months free. Get started here.
Enterprise. Built for RIAs, broker-dealers, and wealth management firms rolling this out across many advisors. Enterprise includes centralized seat management and billing, team onboarding and training, a dedicated account team, and volume pricing.
Compliance matters at this level, and we've done the work: the Engagement Engine has secured compliance approvals with firms including LPL, Prudential, and Osaic. To talk enterprise, speak to our team.
How to get access
- Go to usehabits.com/pricing and choose your plan.
- Create your account and add your payment details. (Enterprise teams are set up by us, with invoicing available.)
- Install the Chrome Extension - optional but recommended. See How to Use the Engagement Engine.
- Run your first search. Most professionals send their first personalized outreach within 15 minutes of signing up.
What to do next
Once you're in, read How to Use the Engagement Engine to learn the web app, company search, and Chrome Extension. Then browse What Professionals Actually Use the Engagement Engine For to see how it works for prospecting, newsletters, meeting prep, and content.
You don't need another tool. You need your next ten conversations. Start there.