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Jan 22, 2026

Jan 22, 2026

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5 min

5 min

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Introducing Relationship AI: Perfectly Aligned Podcast

In this episode of Perfectly Aligned, Satayan Mahajan (CEO), Julian Franky (Director of Growth) and Puneet Thariani (Chief Design Officer) discuss how Datalign's Relationship AI helps advisors prepare for more meaningful first conversations.

IN THE NEWS
ADVISOR INSIGHTS
AI
IN THE NEWS
ADVISOR INSIGHTS
AI
IN THE NEWS
ADVISOR INSIGHTS
AI
Relationship AI Podcast Cover
Relationship AI Podcast Cover
Relationship AI Podcast Cover

Table of contents

In this episode of Perfectly Aligned, Satayan Mahajan (CEO) sits down with Julian Franky (Director of Growth) and Puneet Thariani (Chief Design Officer) to introduce Relationship AI.

What is Relationship AI?

Relationship AI is an AI-powered intelligence platform that delivers comprehensive client profiles to help you understand prospects before you meet. This episode breaks down how Relationship AI was built, why it’s a crucial integration for financial advisors and the future of the product.

Early adopters of Relationship AI were over 16% more likely to turn a first conversation into a qualified opportunity—lowering customer acquisition cost while saving hours of manual research.

With Relationship AI, advisors spend less time preparing and more time building trust, from the very first conversation.

If you're an advisor who wants to transform hours of manual research into actionable profiles you can use immediately, this episode breaks down how Relationship AI was built, why it's a crucial integration for financial advisors and the future of the product.

Watch Perfectly Aligned Episode 03: Relationship AI

Our podcast is available on multiple platforms and feeds — watch the video version below to get the full visual experience:

Listen to Perfectly Aligned Episode 03: Relationship AI

Perfectly Aligned is available wherever you get your podcasts! Whether it's Apple Podcasts, Spotify or another podcast platform.

Perfectly Aligned Episode Breakdown

In this episode, we guide you through:

  • What Relationship AI is and how it delivers easy-to-read summaries covering personal background, wealth indicators, lifestyle interests and conversation insights

  • How Datalign's proprietary knowledge graph combines with advanced AI analysis to generate comprehensive prospect profiles

  • The four key insight categories of Relationship AI: demographic details and professional background, wealth indicators (money-in-motion events), lifestyle interests and behavioral patterns as well as personalized conversation starters with communication preferences

  • Why advisors using Relationship AI no longer need to spend valuable time researching potential clients

  • How Relationship AI helps you understand not just who your prospect is, but how to connect with them in the most meaningful way

  • The future roadmap: CRM integration, expanded data points and reports personalized to advisor specialties

  • How to join the early access list for Relationship AI

Connect with Datalign Today

We are making Relationship AI available to Datalign Advisory partners, and will soon be opening it to other audiences across Wealth Management as well as Private Banking and Insurance. We're currently taking reservations for 2026, with early access opportunities for select partners.

To be considered, reach out to relationshipai@datalign.com and we'll connect with you to understand your specific needs. Custom solutions and insights are available.

For advisors exploring additional tools, check out GEOs, our AI-Powered Geographic Expansion Engine for Financial Advisors.

Want to keep up with Datalign’s latest news, insights and announcements?

Want to keep up with Datalign’s latest news, insights and announcements?

Want to keep up with Datalign’s latest news, insights and announcements?

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Perfectly Aligned

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Perfectly Aligned

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Perfectly Aligned

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.