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wealthmonitor is there to help you identify and research high net worth individuals (HNWI) worldwide that can potentially become your new clients and increase your business.
The online platform is easy to use and contains detailed information and contact details of over 400,000 individuals such as shareholders, company owners and other executives.
Find out more about their history of current and potential wealth as well as some personal information such as age, education and interests, that will help you personalize your approach in your marketing and sales campaigns.
Use wealthmonitor to:
- Identify and target new clients by running searches based on your own criteria: search by country, region, industry sector, nationality, age, interests and level of current and/or potential new wealth
- Research your existing clients’ current and potential new wealth, their business engagements, background, acquaintances, hobbies and interests and have that extra knowledge that will allow you to personalize your approach and further deepen the relationship
- Get ahead of the competition: Establish relationships with prospective clients before they come into wealth or the transaction has been announced
- Take advantage of your professional network by looking up advisors you know, who are already working with prospective clients as advisors to their businesses and use your contacts to get referrals
- Automate searches and receive daily email alerts on prospects who meet your search criteria as well as on particular liquidity events and stay up to date with what his happening
- Track current clients by creating portfolios and receiving regular updates on them and be the first one to contact them
- Share leads with your colleagues by downloading reports that also enable you to easily create mail merges for marketing campaigns