Wealth-X API
Wealth-X API enables the Wealth-X Database to be integrated directly into your organization’s CRM, providing you with instantaneous intelligence on your most valuable relationships. By integrating Wealth-X data with your existing CRM system, you can immediately identify ultra high net worth (UHNW) and very high net worth (VHNW) individuals among your clients and prospects. In addition, Wealth-X API users will benefit from expedited prospect qualification through the information contained in each record in the Wealth-X Database.
Connecting with the ultra wealthy and cultivating new clients is about building trust by understanding their needs, wants and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence.
The integration of Wealth-X Data into your organization’s CRM will deliver all the benefits of Wealth-X intelligence into a single access point at your fingertips, streamlining your prospecting approach and accelerating your sales cycle.
Uncover new leads
Identify wealthy individuals in your existing prospect database and search for new prospective clients and donors based on the criteria most relevant to your organization’s specific needs.
Target the right prospects
Wealth-X API helps you visualize and leverage the social network of your current clients to generate new warm prospects and create a roadmap to prospecting success.
Enterprise-wide solution
Provide your entire sales team with a cohesive experience, unique to your organization’s development needs.
Tailored configuration
Wealth-X data delivered directly from our servers daily, through either cloud-based or locally installed screening software. Customer and prospect data never leaves your local environment and updated information on the world’s wealthiest individuals is available at your fingertips.
