Global Fintech Interview With David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach by InsuranceReach

David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach chats about the benefits of AI powered prospecting for insurance advisors in this fintech interview:

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Tell us about your journey starting WealthReach and InsuranceReach — why was there a need in the market?

Having spent years in both the insurance and wealth management space, first as a practicing advisor and now as a consultant, I’ve experienced firsthand, and seen secondhand across hundreds of firms, that organic growth remains one of the biggest challenges in these industries. Finding new clients is difficult, and the traditional methods of prospecting are increasingly inefficient.

We built WealthReach, and now InsuranceReach, to start solving that problem. The core idea is simple but powerful: surface warmer leads—people in motion, so to speak— who are actively researching an advisor or agent or exploring relevant topics to that advisor or agent’s business online. Then, we give these professionals an easy, low-lift way to reach out to those prospective clients at exactly the right time. It’s about meeting prospects where they already are, rather than relying on extremely cold outreach and hoping for the best.

How is your latest launch of InsuranceReach acting like an enabler for end-to-end insurance prospecting workflows?

InsuranceReach is designed to cover the full prospecting lifecycle. Agents can now surface warm prospects—individuals who are actively signaling intent—and connect to them with personalized, AI-driven outreach, all within a single platform.

We’re also in the process of releasing a referral engine across both WealthReach and InsuranceReach, which will close the loop entirely. Agents will be able to identify warm leads, engage them with tailored messaging, and generate referrals from existing relationships, creating a truly complete, end-to-end organic growth workflow.

What are key features that are differentiators for the platform?

There are a few things that set us apart. First, we surface people in motion—individuals who are actively doing research right now on topics directly related to what the agent or advisor offers. This isn’t a static list or a purchased database; these are real-time, intent-driven leads that are updated daily to ensure relevance.

Second, every single one of our email campaigns is unique and personalized. We’re not offering templated messages or just swapping out the first line or two. Each message is crafted to be relevant to the specific prospect based on their unique personas and online search criteria, which drives significantly higher engagement.

Third, and this is something I’m especially proud of, this platform is built by advisors and agents, for advisors and agents. We aren’t a tech company trying to enter the financial services industry from the outside. We’ve lived it, we’re currently consulting firms on organic growth every day, and that perspective is baked into every feature we build.

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What are best practices insurance agents should keep in mind as they use AI to drive their own personal workflows, including prospecting workflows?

Volume matters in terms of prospecting, but thoughtful personalization is what truly moves the needle. AI gives agents the ability to scale their outreach without sacrificing quality, but only if they are intentional about it. The key is to not to just indiscriminately blast messages, but to make sure every touchpoint feels relevant and human.

Beyond prospecting, agents should also invest in their broader digital presence. When a prospect receives a message and starts considering a meeting, the first thing they’re going to do is research who it came from—and agents should make sure these clients  find something compelling when they do. That means having strong content surrounding the business: positive Google reviews, a polished website, published articles and thought leadership, and an active online presence are all important. The more credible an agent looks across the board, the higher the conversion rates will be from any prospecting effort.

What innovations in the fintech space are you most excited about and have the biggest potential from what you’re seeing?

What excites us most is the opportunity to build a complete, end-to-end organic growth system. The industry is full of point solutions—a tool for email, another for lead gen, another for referrals—but no one has truly connected all the pieces into a unified platform purpose-built for advisors and agents.

That’s exactly what we’re building. We believe we can create a single platform that handles prospect identification, personalized outreach, referral generation and reputation building in one place. We’re actively putting all the pieces of the puzzle together, and the response from advisors and agents has only reinforced our conviction that this is the direction the industry is heading.

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