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Wealth-X
Maximize your relationships with the wealthy
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Business Need
- SalesAnalyticsIntegration
- Requires
- Sales Cloud
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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Great HNWI Content
Wealth-X offers in-depth profiles on high net worth individuals with value-added content for our prospecting needs. Extremely user friendly tool and the WX team is quick and responsive to fulfill your dossier requests. Easy fixes to help improve user experience would be a visible last updated date on the profiles as well as allowing for greater flexibility to export rich lists within the Wealth-X Advanced Search feature. Highly recommended app none the less!