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AEM Digital io

Built for modern B2B growth

Welcome to intelligent marketing and data.

AEM Data brings premium data, qualification, outreach and marketing systems together in one connected growth engine.

AEM DATA / SYSTEM OVERVIEW
01 Premium

DATA

Premium Data Tiered, high-intent lead sources routed straight into the sales pipeline.
•Tier 1
•Tier 2
•Submissions
•Position Leads (Aged)
•SMS & Email Files
•Legal Filings (Aged)

Data and marketing,
built for B2B growth.

We deliver what matters most: the data and marketing systems that help financial-services and B2B teams reach the right buyers, create qualified conversations and keep campaigns moving.

06 Live

LIVE INBOUND LEADS

Live and daily refreshed lead flow arriving in real time.
•Inbound Call-ins
•Inbound Responses
•Inbound Forms
02 Leads

SPECIALTY LEADS

•Prime Leads
•Legal Filings (Fresh)
•Position Leads (Fresh)
03 Systems

MARKETING

•Email Platforms
•Texting Platforms
•Landing Pages
04 Admin

ADMIN

•Live Admin
•DNC | Litigator Scrub
•List Health
•Suppression Lists
05 Verticals

INDUSTRIES

B2B Leads
Business Debt Relief
Business Funding SBA Loans · MCA Loans · Alternative Finance
Insurance Leads Affordable Care Act (ACA) · Final Expense
Consumer Debt Relief
Mortgage Leads Refinance · Reverse · Home Equity LOC (HELOC)
01 / DATA

Data

Tiered, high-intent lead sources routed straight into the sales pipeline.

7 products
AEM Data — Data Workflows

Data
workflows at your team's command.

AEM Data
Datasets Coverage Delivery Integrations Settings
AD
NO.
DATASET
WHAT YOU GET
BEST FOR
01
Tier 1 Top grade
Our highest-scoring business records — verified owners, recent activity, clean contact fields.
Dial-first teams, closers
02
Submissions Self-reported
Businesses that submitted their own details asking for funding or services.
Speed-to-lead follow-up
03
Web Forms Opt-in
Form fills from partner sites, with the source page and consent timestamp attached.
Compliant nurture flows
04
Email Lists Channel-ready
Validated inboxes segmented by industry, state and revenue band.
Cold and warm email
05
SMS Lists Channel-ready
Mobile numbers with carrier lookup done, landlines removed before delivery.
Text campaigns

Structured business data, ready for the way your team works.

Access verified records, self-reported submissions, opt-in forms, validated email lists, and mobile-ready datasets from one data layer.

Specialty Leads

Specialty Leads
that reach the
right buyers

Move specialty leads through a structured qualification workflow, then route each opportunity to the right buyer based on underwriting and Prime type.

▷ Trigger
✓ Completed

Submission

Fresh business submissions enter the review pipeline.

✓ Completed

Underwriting

Revenue, banking, debt positions and risk signals are reviewed.

✓ Completed

Qualification

Each submission is scored and routed by qualification criteria.

Prime Leads
Legal Filings (Fresh)
Position Leads (Fresh)

Live Inbounds Leads

Capture inbound interest as it happens, keep every response in one place, and move qualified opportunities to the right team without slowing the conversation down.

Inbound Call-ins

Calls
Text Responses preview

Inbound phone calls captured with source context and the details your team needs for fast follow-up.

Inbound Responses

Responses
Email Responses preview

Inbound responses organized with the source, message context and next action visible in one place.

Inbound Forms

Web
Forms preview

Inbound form submissions from live landing pages, passed to your team field-for-field.

AEM Data — Marketing Section
Systems that scale with every campaign you run.

Marketing.

Run email and texting campaigns from one operating layer, with cleaner audience data, faster routing and live performance visible in the same workflow.

Highlights
Summary

Working Capital Outreach, owner of Funding Prospects, is seeking equipment financing to expand fleet capacity. Bank statements show steady revenue growth and a manageable debt load, positioning this as a strong funding candidate.

Email Platform
EMAIL-2609 Active email sequence View campaign
Texting Platform
THU 18
SMS follow-up wave Next send · 2:00 PM
Business GL
Funding Prospects United States
Outreach
Step 2 Email → SMS follow-up
Activity

AEM Automation routed new replies into the live response queue

18 minutes ago

Working Capital Outreach attended a demo call

Today · 9:42 AM

Texting platform launched an SMS follow-up wave

Yesterday · 4:18 PM
AEM Data — Marketing Systems

Marketing
systems built for outbound.

Texting Platforms

High-volume SMS & reply handling
SMS
SalesGod CRM
Close
Entrance Group
GoHighLevel
TextTorrent
Kloudi
Easify
FlowText

Automatic slider keeps the active texting stack visible.

Texting platform conversation dashboard preview

Landing Pages

Conversion-ready experiences
Web

From click to qualified lead.

Focused forms, compliant capture and routing into the next campaign or sales workflow.

Landing page lead capture preview
AEM Data — Admin Section

Admin systems
built for today's compliance reality

Keep every lead cleaner, safer and easier to operate — from live administration and DNC scrubs to list health, suppression and batch-level reporting.

View admin system Talk to us
Live Admin Coverage
Admin
Live Admin Coverage system preview
List Health Trend
Health
All lists ▾ Last 30 days
Deliverable 94.8%
Risk flagged 3.1%
Email Master 97%
18,426 recordsHealthy
SMS Active 93%
12,904 recordsHealthy
Aged Funding 86%
8,311 recordsReview
Position Leads 82%
5,760 recordsReview
DNC | Litigator Scrub
Scrub
DNC and Litigator Scrub system preview
Suppression Lists
Lists
Suppressed 12,846
Active lists 6
ListRecordsStatus
Master DNC 5,420 Active
Litigator 3,114 Active
Internal Opt-out 2,086 Active
Duplicate / Bad 1,504 Review
Client Exclusions 722 Active
Last sync 2 min ago Auto-sync on
AEM Data — Industries

Industries
we build data for.

Specialized lead categories built around the markets your team actually sells into — structured, segmented and ready for outreach.

01

B2B Leads

Business-owner and decision-maker data segmented for outbound campaigns.

02

Business Debt Relief

Businesses actively dealing with repayment pressure and restructuring needs.

03

Business Funding

Funding-ready businesses segmented by profile, intent and qualification signals.

04

Insurance Leads

Consumer and business insurance opportunities organized for targeted outreach.

05

Consumer Debt Relief

Consumer debt audiences segmented for compliant qualification and follow-up.

06

Mortgage Leads

Home-finance and mortgage-interest leads prepared for direct sales workflows.

07

Commercial Real Estate

Commercial property and owner data for acquisition, financing and deal sourcing.

AEM Data — Platform Showcase Section

Systems that scale with
every campaign you run.

Growth Engine

Overview Campaigns Applications
Active Leads 1,842 ↑ 12%
Applications 312 ↑ 8%
Avg. Lead Grade A- ± 0%
Pipeline Value $4.2M ↑ 21%
Campaign performance Last 6 months
Jan
Feb
Mar
Apr
May
Jun
Recent applications
MCA / Business Funding $42,500
Equipment Financing $124,000
Commercial Lending $65,200
Debt Relief $18,900

AEM powers lead qualification and campaign delivery for over 1,200 B2B teams.

Features

Two systems built on the
same data foundation

AEM Data

Premium business data built for targeting, qualification and outreach.

AEM Marketing

Campaign systems designed to activate data and create qualified conversations.

AEM DATA

What would you like to target?

MCA / Business Debt

High-intent business records

Funding Applications

Qualified application data

▦ Industry $ Revenue ↗ Performance

Available datasets

Recent
Premium Business Data
Underwritten Applications
Home
Docs AEM
Good afternoon,

John

General Data Campaigns Live Leads Reporting
High priority

New lead activity

Several high-intent records entered your active campaigns.

Campaign update

Performance improving

Lead response rate increased across active outreach channels.

Active leads 77,258
Campaigns 251
Response rate 4.7%
Applications 354
Activity 7,258
Last 30 days
Aug 21 Number of calls: 176