Meet FetchIQ: The Event and Lead Management Platform Built for Financial Advisors and Other Professionals

Oct 18, 2026

Meet FetchIQ

You’ve got a seminar on the calendar, invitations heading out, prospects to follow up with, and a nagging question in the back of your mind: where does everything actually stand?

Usually, answering that means digging through emails, checking in with your team, and piecing together updates from three different places. We thought you deserved better. So we built it.

Say hello to FetchIQ, LeadingResponse’s brand-new event and lead management platform. It’s designed with financial advisors and other service industry professionals in mind, and it brings everything you need to run, track, and grow your event marketing into one clear, easy-to-use home. No more digging. FetchIQ fetches it for you.

What Is FetchIQ?

FetchIQ is LeadingResponse’s event and lead management platform for professionals who run campaigns, host events, and follow up with prospects. It gives you a single place to see your schedule, check how your campaigns are performing, and track every stage of your marketing from planning to the mailbox.

Here’s a closer look at what’s inside.

A Home Base Designed for Professionals

The moment you log in, FetchIQ opens to a home page that brings your numbers and your campaigns together. At the top, an Action Items banner lets you know when something needs your attention. Just below it, a Performance Overview shows your totals for responders, reservations, and attendees, along with how many events you have coming up in the next 30 days.

Below that, your campaigns are listed in one view, with the event dates, venue, presenter, number of responders, and roster against capacity for each. A stage label tells you at a glance whether a campaign is in draft, active, or past. Response Trend and Prospects by Channel show how your responses are changing over time and where your prospects are coming from, and when you’re ready to start something new, Create Campaign is right at the top.

Think of it as your command center: your numbers, your campaigns, and your next step in one place.

Information You Can Act On

Data is only useful if you can make sense of it quickly. That’s why FetchIQ turns your campaign information into visuals you can read in seconds.

The Campaign Performance Gauge shows you how a campaign is doing at a glance. One look tells you whether things are on track, so you can spend less time interpreting numbers and more time deciding what to do next.

The HeatMap view gives you a visual picture of your activity. Instead of scrolling through rows of figures, you can spot patterns and see where things are happening at a glance.

Transparency From Plan to Reservations With Campaign Pawgress

Ever wonder exactly where your campaign is right now? Campaign Pawgress answers that question for you. It follows each campaign through five clear stages:

Plan, Pre-Production, Production, En Route, and In-Market.

You’ll always know which stage you’re in and what comes next. For direct mail campaigns, it gets even better. FetchIQ shows shipment updates as your pieces move through USPS, so you know when your invitations are en route and when they’ve landed in mailboxes. That means no more guessing when your audience will see your invitation, and no more wondering whether it’s time to expect responses.

Every great team needs a loyal sidekick

Planning Help From GidgetAI

Every great team needs a loyal sidekick. Meet Gidget, the AI assistant inside FetchIQ.

GidgetAI gives you recommendations while you plan a campaign, helping you make the most of your marketing. Whether you’re mapping out your next seminar or fine-tuning a campaign, Gidget is right there with suggestions to help you plan smarter. She’s helpful, she’s always ready, and she never needs a walk.

Already a LeadingResponse Client? Good News.

If you’re a current client, your account migrates to FetchIQ with all of your past campaign data. You’ll get access to everything the new platform offers, built on the work you’re already doing with us.

See FetchIQ in Action

The best way to understand FetchIQ is to see it for yourself. In just 15 minutes, we’ll walk you through the dashboard, show you how Campaign Pawgress tracks your campaigns, and introduce you to Gidget.

Frequently Asked Questions

What is FetchIQ?
FetchIQ is LeadingResponse’s new event management platform, designed for financial advisors and other service industry professionals. It brings your campaigns, performance data, and campaign tracking together in one place, along with GidgetAI, an assistant that gives you recommendations while you plan.

Who is FetchIQ designed for?
FetchIQ was designed with you in mind. It’s built for professionals who run marketing campaigns, host events, and follow up with prospects and want a clear view of where everything stands.

What is Campaign Pawgress?
Campaign Pawgress is FetchIQ’s campaign tracking feature that follows each campaign through five stages: Plan, Pre-Production, Production, En Route, and In-Market. For direct mail, it also shows shipment updates as your pieces move through USPS.

Can I track my direct mail invitations and digital ads in FetchIQ?
Yes, FetchIQ shows the activity and results for each marketing channel in one place, including direct mail and digital ads. For direct mail, you also see shipment updates as your pieces move through USPS, so you know when your invitations are en route and when they reach mailboxes.

What is GidgetAI?
GidgetAI is the AI assistant built into FetchIQ. It offers recommendations while you plan a campaign to help you make the most of your marketing.

I’m a current LeadingResponse client. Do I need to do anything?
Current LeadingResponse clients have their accounts migrated to FetchIQ. Your LeadingResponse team can answer any questions about your account.

How can I see FetchIQ before using it?
You can request a 15-minute demo. A LeadingResponse team member will walk you through the platform’s key features.

Your Marketing, Finally in Focus

Running events and campaigns takes enough of your energy. Finding out where things stand shouldn’t. FetchIQ gives you a home base built for advisors and other professionals, visuals you can act on, full transparency from plan to mailbox, and a helpful AI sidekick for planning. It’s a big step forward for us, and we can’t wait for you to see it.

Ready to meet FetchIQ (and Gidget)? [Request a demo] and see what’s waiting for you.

Get started today!

Call us at 800.660.2550
or fill out the form below:

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