for Institutions
A LinkedIn Prospecting service built for the financial services industry.
"Turning Prospects Into Clients."
See Hummingbird in Action!
Hummingbird...
At Hummingbird, we believe advisors should do what they do best: meeting with clients and create financial plans. That's where Hummingbird comes in!
HOW IT WORKS:
HUMMINGBIRD Enterprise Deployment
Designed for advisory firms standardizing across teams, departments, or regions under centralized ownership.
Enterprise Supports:
- 🎯 Prospecting - Generate qualified client meetings at scale
- 👥 Recruiting - Consistently attract experienced advisors and talent
- 📣 Marketing - Amplify campaigns , reach, and increase event registrations
- 🤝 Business Development - Support strategic partnerships, COIs, and referral initiatives
- ⚙️ Modernization through Automation & AI - Systems, processes, and best practices used by today's leading and most established financial firms firms.
What Your Institutional Deployment Includes..
Institutional deployments include every feature available in our Team Licenses, plus the infrastructure, governance, and strategic support required to successfully deploy LinkedIn prospecting across an organization.
Platform & Deployment
- Dedicated LinkedIn profiles for each approved use case (production, recruiting, joint work, and more)
- Custom audience targeting and list-building for every profile
- Maximum safe daily LinkedIn activity to protect account health and long-term deliverability
- Proven messaging frameworks built for conversion while supporting compliance requirements
- Done-with-you onboarding, implementation, and rollout for every deployment
Enterprise Management
- Centralized administrative oversight across all profiles
- Firm-level governance, visibility, and reporting
- Standardized messaging, deployment guardrails, and best practices
- Structured rollout plan with change management support
- Scalable deployment framework across teams, offices, or departments
Ongoing Strategic Support
- Monthly strategy and optimization sessions
- Quarterly executive business reviews with performance reporting
- Continuous campaign optimization, targeting refinement, and messaging improvements
- 24/7 email support
- Access to Hummingbird playbooks, resources, and outbound best practices
Expansion & Scalability
- Add capacity within your current tier as your organization grows
- Prorated tier upgrades at any point during your agreement
Institutional deployments are designed as enterprise infrastructure—not individual software subscriptions—providing firms with a scalable, repeatable system for generating business development opportunities across the organization.
Hummingbird Enterprise (Firm Funded)
Firm-Level Prospecting Infrastructure
Designed for advisory firms standardizing prospecting across teams, departments, or regions under centralized ownership.
Tier 1
Up to 25 Profiles
$82,500 annually
Ideal for:
- Department-level rollouts
- Recruiting divisions
- Multi-team deployments with centralized oversight
Tier 2
Up to 50 Profiles
$150,000 annually
Ideal for:
- Larger regional teams
- Multi-department prospecting programs
- Leadership-owned growth initiatives
Tier 3
Up to 100 Profiles
$255,000 annually
Ideal for:
- Firm-wide deployments
- Top-producer programs
- Enterprise-level recruiting & asset growth initiatives
Hummingbird Enterprise FLEX
(Cost-Share Model)
Same Enterprise Infrastructure. Different Billing Model.
- Firm sponsors deployment
- Advisors contribute a reduced monthly investment
- Firm covers the remaining cost
- Centralized administration remains the same
- Lower budget hurdle
- Higher advisor adoption
HUMMINGBIRD