Whether you need to refresh your prospect database or better understand the complete wealth attributes of your client base, WealthEngine™ Screening Services help you segment and prioritize your marketing efforts.
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FindWealth ScreeningSM |
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Overview
Online lookup tool that enables you to segment and rank any size customer or prospect list based on rating scores.
Key Features
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Patented loop analysis runs your records through our 35+ data sources over and over again as each new piece of information is added to the profile, so no detail is missed.
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Ability to rank prospects by market value of stock holdings, past stock sales, and net value of options
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Each screening provides up-selling and cross-selling opportunities
Valuable Data
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Simple and advanced search logic cuts across 35+ data sources
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Can query by name, city, state, company, and market value of stocks and options, finding low-level clients with far greater potential
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Provides full profiles of each matched record, including biographical information, current stock ownership, dollar value of past stock sales, value of options (vested and non-vested), and annual dividends.
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Generates networking reports to see “who knows who” among your customers and prospects.
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Ability to set up news-based email alerts to monitor customers and prospects
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Easy to use, print, and export to PDF or Word format
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