It starts with better inputs
Anyone can point ChatGPT at a prospect and get something generic back. The Engagement Engine is different because of what it draws from. Every output is grounded in a curated universe of sources: our marketplace data and the tens of thousands of young millennial families we've helped find a financial advisor, our viral content across six platforms with millions of weekly viewers, 32,000+ private databases of privately held companies, news publications ranging from popular newsletters to the WSJ to blogs and editorials, and viral social media trends, videos, and posts.
We built this source universe specifically for financial professionals, which means the engine understands the difference between what's interesting and what's actionable for someone in your seat.
Marketplace data
Habits sits at the center of a live advisor-consumer marketplace. That gives the Engagement Engine something no standalone AI tool has: real signal on how consumers actually find, evaluate, and choose advisors, drawn from the tens of thousands of young millennial families we've helped connect with one. That intelligence shapes what the engine surfaces and how it frames outreach, because we're not guessing at what resonates. We watch it happen.
The behavioral science
Great outreach isn't about information. It's about psychology. The Engagement Engine's behavioral science comes down to four categories: income range, age, location, and occupation. Those four tell us enough. They tell us what an audience is statistically concerned about, what they're thinking about, or at a minimum what's influencing them across what they watch, listen to, and read.
In practice, that means the engine doesn't just tell you a prospect's company had a strong quarter. It frames why that moment matters, what the person is likely feeling and prioritizing, and how to open a conversation that meets them there.
This is the part people feel immediately. The output doesn't read like a research summary. It reads like the thinking of someone who understands people.
What it means for you
You don't need to understand any of this to use the Engagement Engine, the same way you don't need to understand an engine to drive. But it's why the tool works: better sources than you'd find on your own, marketplace intelligence nobody else has, and psychology baked into every output. Information is cheap now. Judgment about what to do with it is the whole game.
A note on trust
Trust is table stakes in this industry, so here's ours. Habits is SOC 2 Type II certified, independently audited. And the people betting on us know the space: our investors range from Northwestern Mutual to Atlanta Ventures, alongside notable angels including JPMorgan executives, the founders of Holistiplan, and more. Want to know who's behind it? Meet the team.
Under the hood it's data, science, and a lot of engineering. In your hands it's just a better conversation.