Research Solutions for Financial Services
When you need to know: What can I learn about my customers and prospects?
In-depth, contextual information helps you better understand each of your prospects so you can cultivate deeper relationships and uncover new business opportunities.
Knowing your customers is the first step to business success. It’s not just a matter of knowing who they are and where they are located, but it’s about getting a complete picture of the attributes that define their financial status, their net worth, income, lifestyle, spending patterns and their business and philanthropic associations. Use this insight to qualify prospects, develop a more personal rapport and earn their trust.
Our FindWealth 8 solutions can helps you easily and accurately research your best customers and prospects to uncover new opportunities and win new business. Our “right-sized” offerings provide a complete solution for every size and budget:
Perform deep research on current & prospective customers:
- Leverage hundreds of attributes across wealth, demographic, personal, business, lifestyle and more
- Access robust Wealth Scores to identify, segment and prioritize customers and prospects with the right attributes
- Apply the same research technique to your customer database, prospect lists and membership lists with a Wealth Append and Predictive Analytics and Modeling
- Extend your target list through your customers’ Circle of Friends
- Capitalize on timing of liquidity events with stock research
- Receive alerts on significant changes in assets or events
- Receive expert training and client service
- Integrate results into your CRM system
- Custom training and Platinum Consulting available to help you interpret your data and strategize a plan for action
Whether you are updating your sales pipeline, expanding your prospect pool, or preparing for a meeting with a client, WealthEngine’s online database tools give you comprehensive, reliable information in seconds.
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