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Wealth-X

Maximize your relationships with the wealthy

Overview

Access to the world’s most robust collection of curated research and intelligence on the world’s wealthiest individuals through your existing Salesforce interface.

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  • Synthesize Your Client Intelligence: Gain a holistic picture of clients and prospects, including an analysis of their wealth and existing relationship network, to conduct meaningful conversations and convert new business.

  • Qualify Existing Relationships: Efficiently reveal previously unknown wealthy individuals in your database by overlaying Wealth-X data to target stronger leads and expedite lead conversion.

  • Uncover New Prospects: Bolster your pipeline by identifying new qualified prospects within the Wealth-X database that match your unique qualification criteria.

The Wealth-X Salesforce Application is Lightning Ready! The vast amount of fragmented information on the ultra wealthy available today makes it difficult to stay informed on the most relevant and actionable prospect intelligence. Wealth-X provides unique intelligence to enhance the prospecting and client engagement process. We have build the world’s largest database of wealthy individuals to help our clients strengthen existing relationships, efficiently qualify leads, and identify new warm prospects. Wealth-X data enhances your Salesforce experience: • Match current contacts and leads with your existing database • Search for new qualified leads and run custom reports • Request new information to assist with prospecting needs The Wealth-X Salesforce Integration offering also includes an initial screening of your database against our data to immediately identify previously unknown wealthy individuals with whom you may already have a relationship. Founded in 2010, with offices across North America, Europe and Asia, Wealth-X provides unique data, analysis, and insight to a growing roster of over 500 clients.

Categories

Business Needs
Sales
Analytics
Integration
Industries
Education
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package

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