Northern Trust
Wealth Management · Moneyball Prototypes

A unified prototype for the lead-to-client journey: score and prioritize warm leads, then open any lead to research it with Moneyball AI, draft outreach, and track engagement — all in one place. Open the prototype below to explore.

Agent 01

Customizable Lead Feed

A scored, filterable feed of warm leads. Rank by view-tuned scoring, then open any lead to research it with Moneyball AI, draft outreach, and track engagement — all in one place.

Lead scoringFilters & searchMoneyball AIOutreach & engagement
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Internal prototypes — synthetic data only. No emails are sent and no client data is used.