Wealth-X Screening
Wealth-X Screening unlocks the potential in your customer or prospect data using state of the art wealth screening software and services that leverage our unparalleled intelligence on the world’s wealthiest individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe.
Discover untapped potential
- Wealth-X Screening analyzes your existing database to unearth previously unknown high and ultra high net worth individuals, revealing their wealth profile, and identifying their personal network.
- Each year we help our clients discover trillions in untapped potential among their existing relationships.
Analyze your pool of prospects
- Wealth-X Screening also grades these individuals by wealth tier and match quality allowing you to easily categorize and prioritize potential targets.
- Expand your pool of qualified prospects and drive forward new development initiatives by identifying the relationship networks of these matches.
Amplify your results
- Wealth-X’s enhanced wealth screening capabilities provide our clients with the insight to generate powerful analytics that offer in-depth insights into their wealthy customers and prospects.
- Comprehensive analytics reveal key characteristics such as the geographic breakdown, affiliations, hobbies, and interests that enable our clients to formulate effective business development and marketing strategies.
The Wealth-X advantage
Typical wealth screening approaches do not unearth private wealth, focusing instead on physical assets, and therefore missing a majority of the world’s wealthiest individuals. Wealth-X Screening services and software match the records in your database against the verified individuals in the global Wealth-X database to ensure a significantly higher accuracy rate.
The data processing involved in Wealth-X Screening conforms with the latest data protection regulations.
