Financial Services

Hard times require smart tools. Let WealthEngine be your edge to weather the recession. Successful financial service firms and banks are using WealthEngine to pinpoint which clients and prospects they are talking to—and why. With more than 30 data sources you get a clear picture of hard assets, stock holdings, biographical information and philanthropic giving. You also get the household targeting and scoring tools necessary to communicate the right message to the right people.

Segment—cross-sell and up-sell across customer lifecycles

Prioritize—identify which clients and prospects have the greatest growth potential

Minimalize—don’t cast such a wide net; instead, cut costs and use our ratings for direct mail and prospecting campaigns

Analyze—our modeling tools give you direction while our detailed data gives you dimension in your approach

Most banks and financial advisors have little competitive information beyond their clients’ holdings. Now you can view reliable wealth profiles that show a broader picture and better identify your share of wallet. With WealthEngine you can act on opportunities faster and with more precision—you get the segmentation that you need for focus and the information that you need to build your business.

WealthEngine’s Products:

FindWealth Screening Services: Comprehensive review and segmentation of your client and prospect records. You send in records (client database and/or prospect list) for screening and WealthEngine returns your file with target lists for your development goals. FindWealth Screening uses our unique process, loop analysis, to uncover data on a client or prospect and then applies statistical techniques to calculate and identify your most promising prospects.

FindWealth Online: Research has never been so fast or so easy. Look up an unlimited number of individuals, companies and foundations via our online research center using as little information as a name and state. Save and manage results in a flexible history section that lets you group, print and modify records.

FindWealth Add-ons:

ProspectLink—Use an application programming interface (API) for bi-directional data flow in your customer relationship management (CRM) database. Refresh existing information or import and save new data immediately

WebConnect for CRM—Link your customer relationship management (CRM) database to FindWealth Online for a one-directional flow of data that offers fast, current research

Pinpoint—Keep a portfolio of key securities and transactions for company insiders

Dialog NewsRoom—Monitor your targets’ latest happenings compiled from more than 10,000 media sources. Use push technology to receive email alerts on companies, individuals and foundations in the news

FindWealth products for the United Kingdom—Screening and web tools that use data sources exclusive to the UK

Ready to give WealthEngine a try? Contact our Sales Department to sign up for your free trial or call (800) 933-4446.

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