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Built for financial sales cycles
Prospecting, follow-up, and closing systems designed around long, trust-based decisions — insurance, lending, wealth — not generic B2B playbooks.
Sales · Service · AI · CRM
I'm Abdullah Badawi. I help financial professionals and institutions sharpen their sales, deliver standout customer service, automate with AI, and run a CRM their teams actually use.
7+ yrs
In financial services
100s
Companies served as a broker
25,000+
Families served
Why work with me
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Prospecting, follow-up, and closing systems designed around long, trust-based decisions — insurance, lending, wealth — not generic B2B playbooks.
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Onboarding, review, and retention programs that keep clients for decades — and turn satisfied families into your referral engine.
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Compliance-aware AI automation and a CRM configured around how your team actually works — adopted by advisors, not abandoned after month one.
Technology partnerships
I partner with SaaS providers whose products can benefit financial-services professionals, including insurance brokers, agencies, advisors and other businesses. Through my professional network, LinkedIn, social media, direct outreach and digital marketing, I connect businesses with CRM, sales, marketing, cybersecurity, AI automation and other technology solutions.
In good company
From Canada's largest insurers to its biggest banks — the names behind the advisors, brokers, and teams I've worked with.
Canada Life
Sun Life
iA Financial
Manulife
Desjardins
RBC
Plus hundreds more insurers, banks, credit unions, and brokerages across North America.