Financial Services

You meet people on a regular basis through your existing clients, your business relationships, and your partners. Who are your best prospects? WealthEngine will instantly evaluate your prospects and rank them based on assets, disposable income, affiliations, and more. You have thousands of clients with little to go on. How do you identify those with the greatest potential? Which ones warrant your time? WealthEngine can help you. Whether you have one, ten, a thousand or a million prospects, we have the solution. Contact us today for a free trial.

Baby Boomer Assets: The $41T Wealth Transfer—Access the webcast now!

WealthEngine’s Products:

FindWealth Screening Services℠: Comprehensive review and segmentation of your client and prospect records to increase assets under management, improve client retention and boost prospecting. You send in records (client database and/or prospect list) for screening and WealthEngine returns your file with target lists. FindWealth Screening uses our unique process, Loop Analysis, to uncover hard asset data on a client or prospect and then applies statistical techniques to calculate and identify your most promising candidates.

FindWealth Online℠: Wealth identification 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. You access the same number databases as with FindWealth Screening Services but via an online tool with individual searches. Save and manage results in a flexible history section that lets you group, print and modify records for future use.

FindWealth Add-ons:

Just Released! Prospect Generator℠—Cutting edge, proprietary database of 7M individuals worth $1M+. You set the criteria based on geographic area, net worth, properties owned, stock & options, etc. and download the results for instant prospecting, upselling and direct marketing opportunties ::: more :::

ProspectLink℠—Use an application programming interface (API) for dynamic 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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