New York, NY (PRWEB)
September 06, 2017
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.”
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