Absolute Engagement Introduces Rae to Activate Prospect and Client Feedback
TORONTO, October 8, 2026 - Today, Absolute Engagement introduced Rae, a new AI capability within Engagement Engine, designed to help advisors act on the sentiments and signals captured from prospects and clients.
Engagement Engine captures and structures what prospects and clients think, feel and need at key points in the relationship. Rae reviews that information over time, connects the dots and translates it into practical guidance and actions for the advisor. The impact is accelerated organic growth and engagement.
“While advisory firms are increasingly collecting feedback and input directly from their prospects and clients, the challenge is translating that input into action,” said Julie Littlechild, Founder and CEO of Absolute Engagement. “Rae is designed to close that gap.”
Closing the gap between data, insight and action
Rae does not function as an open-ended AI assistant. Instead, it is built around specific advisor needs and personalized outputs.
Based on the data captured across the client journey, Rae surfaces longitudinal insights and helps advisors: quickly understand the relationship, prepare for a better conversation and follow up on untapped opportunities, including referrals and multi-generational connections.
Specifically, Rae will:
· Identify the most important needs, priorities, based on changes over time or differences between couples
· Generate talking points and conversation starters, including a personalized approach to follow up on untapped referral opportunities.
· Suggest tailored approaches to follow up on untapped opportunities related to referrals, share of wallet or multi-generational relationships.
The future is integrated
Rae was created to enhance, rather than replace, meeting preparation tools. While AI note-takers and assistants can help capture and summarize what was said in meetings, Rae draws on the structured input prospects and clients provide to identify what needs to be
addressed. Together, these tools can give advisors a more complete view of the relationship and help them prepare for more relevant conversations.
About Engagement Engine
Engagement Engine helps advisory firms capture and act the data they do not have today but is needed to drive organic growth and engagement. It brings together client feedback with behavioral insights captured across the prospect and client journey - including unmet needs, concerns, confidence, and growth signals. The platform structures that input, identifies meaningful patterns and opportunities, and helps firms turn it into action.
