Wealth-X Salesforce Application
The Wealth-X Salesforce Application provides unlimited access to the world’s most robust collection of curated research and intelligence on the world’s wealthiest individuals through your existing Salesforce interface. With over one million searchable records in our global database, Wealth-X Data is a seamless extension of your existing Salesforce data, enhancing your prospect intelligence and giving you a competitive edge in your development strategy.
Client inteligence, synthesized
Gain a holisitic 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
Overlay Wealth-X Data with your Salesforce intelligence to reveal previously unknown wealthy individuals in your database, helping you target stronger leads and expedite lead conversion.
Uncover new prospects
Bolster your pipeline by identifying new qualified prospects that match your unique qualification criteria.
The Wealth-X impact
With over one million searchable records in our global database, Wealth-X Data is a seamless extension of your existing Salesforce data, enhancing your prospect intelligence and giving you a competitive edge in your development strategy.
Our Salesforce Application is Lightning-ready and includes an initial screening of your database against our data to immediately identify previously unknown wealthy individuals with whom you already have a relationship.
