FindWealth 8 will help the financial services firms in leveraging the advanced SaaS-based platform to identify and segment customers and prospects.
With the help of the platform, financial service professionals will be able to search WealthEngine’s database of more than 100 million households, including over 16 million affluent and HNWI, create complete profiles that will enable them in improving interactions with customers and prospects in order to build long term, successful relationships.
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Commenting on the launch, Tony Glowacki, president and CEO of WealthEngine said: "WealthEngine is unique; we have always been a technology company at heart, leveraging new technologies, data and analytics to extract its full value for wealth intelligence purposes. The result is FindWealth 8, which provides a data-driven foundation for prospecting and marketing strategy, now faster and with more precision."
"FindWealth 8 enables financial advisers to find the exact person they are searching for along with information to create a complete profile of their wealth and affinity. With data on the assets they own, their income, lifestyle, interests, business and personal relationships, philanthropic associations as well as household and demographic data, financial advisers can have a full profile of their customer or prospect," added James Dean, senior vice president of Financial and Luxury Services at WealthEngine.
FindWealth 8 search results include wealth scores for total assets, net worth and liquidity, a single integrated platform to research customers, upload files for screening, and generate lists of new prospects, graphical displays of key ratings and client relationships, comprehensive alerts of changes in an individual’s financial picture and lifestyle and enhanced reporting and exporting of wealth data and profiles to bring wealth intelligence into individual workflows.
FindWealth 8 will ultimately replace WealthEngine’s current FindWealth Online offering, although both products will be supported for the foreseeable future and WealthEngine clients will be able to begin transitioning to FindWealth 8 this month.
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