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.
FindWealth 8 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:
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.