Channel Companion for Advisors
You know the deal.
We'll find the fit.
Tell us what your customer needs. Channel Companion figures out which suppliers actually match and shows you why.
Channel Companion for Advisors
Tell us what your customer needs. Channel Companion figures out which suppliers actually match and shows you why.
You know the call. Customer tells you what they're dealing with, you hang up, and then you're running through your mental rolodex trying to remember which suppliers handle that kind of work. Maybe you call someone you trust. Maybe you check a portal or two. Maybe you go with whoever's running a SPIF this month and hope it's a decent fit.
It works. Sort of. But you know you're missing things. Suppliers you've never been introduced to. Cross-sell opportunities you didn't think to ask about. Better fits that nobody surfaced because nobody's paid to surface them.
That's what Channel Companion does. You tell it what's going on with your customer, same way you'd tell a colleague over coffee, and it comes back with suppliers matched to what you actually need. Not who's spending the most in the channel. Who fits.
Try it on a deal you're working right now →"Not who's spending the most in the channel. Who fits."
Transparent Matching
Every match comes with a score and the thinking behind it. What lined up with your customer's needs. Where the supplier is strong. What else they can do that you might not have asked about yet.
No mystery rankings. No "featured partners" that really just means "biggest check." You see the reasons. If you disagree, great. At least you're disagreeing with something specific instead of wondering what's behind the curtain.
What you can actually do with it
Talk about your customer the way you'd talk about them to a colleague. What they need, what's not working, what they're trying to do. The AI takes it from there.
You came in thinking UCaaS. The AI noticed a security gap you didn't mention. That's not a trick. It's what happens when something is reading the full picture instead of just the brief.
When a match looks right, request an introduction. Not a lead form. Not a blast email. An actual connection to someone at the supplier who can help with this specific deal.
Suppliers don't buy their way into your recommendations. There are no placement fees, no tiered visibility, no rankings based on who spent the most on channel programs this year. The matches are based on fit. That's it.
Channel Companion is free for advisors. Your deals still go through your TSD. Your commissions don't change. Your relationships don't change. The only thing that changes is you stop guessing about who to bring in and start knowing.
Get Started Free →See what changes when recommendations are based on fit, not spend.
Get Started Free →