FindWealth Screening Services

FindWealth Screening Services is designed to provide a cost-effective mechanism to assess every customer or prospect record. The right information at the right time for the right marketing activity—these are the keys to the FindWealth Screening process. Using the same screening and data mining process on all records, FindWealth Screening Services provides value to prospect qualification, targeted marketing to existing clients, up sell and cross sell opportunities and monitoring customers. View our list of data providers.

Our unique process, called Loop Analysis, runs your records through our data sources over and over again as each new piece of information is added to the profile leaving no missed detail. Uncover the hidden wealth in your database. Each screening gives validation for up selling and cross-selling opportunities:

Query—by name, city, state, company and by market values of stock and options. Identify low-level clients with far greater potential.

Full Profiles—of each matched record details biographical information as well as current stock ownership, dollar value of past stock sales, value of options (vested and non-vested) and annual dividends. Link spouses and children in your file to “insider” executives.

Top Prospect Indices—quickly focus your efforts. Prospects are ranked by market value of stockholdings, past stock sales and net value of options.

Networking Reports—helps you identify personal links inside prospective companies and industries. These serve as a guide to the hidden, inner circle of “who knows who” among your clients and prospects. Cross-selling and up selling existing clients is much easier than establishing a new client relationship. WealthEngine uncovers these opportunities.

Results
Screening results are returned in the WealthEngine Access Manager database which contains records on each prospect submitted for screening, prospect research information and analysis. This database is a stand-alone file which can be reproduced and placed on a server. Results are also integrated and accessible online through our FindWealth Online research tool (note: WebConnect for CRM required).

In addition, clients have the ability to make changes to the components of wealth and recalculate scores for deeper analysis.

Contact our Sales Department for details.