Wealth-X Launches Application on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

Wealth-X today announced that it has launched the Wealth-X application on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. The Wealth-X Salesforce application provides subscribers with access to a global database of curated research on ultra high net worth (UHNW) individuals.

Built on the Salesforce Platform, the Wealth-X application is currently available on the AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EO62PUAT

By incorporating Wealth-X’s global database directly into Salesforce, users can complement their existing prospect and client information to bolster existing relationships, qualify leads, and identify new warm prospects.

The Wealth-X application enables clients across the financial services, luxury, real estate, non-profit and education sectors to:

● Synthesize client intelligence by using Wealth-X data to gain a holistic picture of clients and prospects to fuel meaningful conversations that convert new business.

● Forge stronger relationships by gaining a thorough understanding of clients, prospects and their personal networks to build new connections, increase client loyalty and retention, secure upsells, and expedite lead conversion.

● Improve prospect conversion by using individualized qualification criteria to efficiently uncover previously unknown prospects, and create an effective targeting strategy by overlaying success criteria with Wealth-X data to target stronger leads.

The Wealth-X application also includes an initial screening of the subscriber’s database against Wealth-X data to immediately identify previously unknown UHNW individuals with whom they may already have a relationship.

“We are excited to expand the ways in which our clients access Wealth-X data and integrate it into their daily workflow,” said, Richard Green, Co-President of Wealth-X. “As we continue to enhance the dynamics of our product and further enrich our data set, we know that users will have an experience that quickly evolves in lock-step with their own data.”

About Salesforce AppExchange

Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With 3,000 partner apps…

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