Wealth-X Screening Description
Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.
Wealth-X Screening Alternatives
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BetterWorld
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Wealth-X Professional
Wealth-X Professional offers an extensive and meticulously curated database of research and insights focused on high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform features a vast array of records, making it an invaluable tool for financial institutions, nonprofit organizations, educational entities, and luxury brands aiming to connect with the ultra-affluent demographic. Establishing relationships with the extremely wealthy hinges on the ability to build trust, which requires a deep understanding of their unique needs, desires, and aspirations. Engaging with this elite group necessitates access to detailed research and carefully selected intelligence. By leveraging Wealth-X Professional, users can identify potential clients and donors tailored to their organization's specific requirements, as well as uncover connections within their existing networks. Additionally, Wealth-X Screening empowers organizations to effectively harness the potential of their customer and prospect information, enhancing their outreach capabilities. Ultimately, this comprehensive resource equips users with the necessary tools to navigate the complexities of the ultra-wealthy market.
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GivingDNA
An integrated tool for fundraising analytics, data visualization, and wealth screening is essential for maximizing donor engagement. By utilizing this tool, you can gain valuable insights into your donor base and achieve tangible results. Relying solely on external data does not provide a comprehensive view of wealth and giving potential. Our solution combines your existing constituent and giving files with third-party data to reveal the full scope of your donors' capabilities. This allows you to easily pinpoint individuals who are ready for deeper involvement with your organization. Just as with any relationship, donors prefer personalized and relevant interactions. Our streamlined reporting not only saves you time but also highlights new opportunities and challenges within your outreach efforts. With GivingDNA, your portfolio is enhanced to help you surpass your fundraising targets ahead of schedule. Regularly refreshing your data monthly revitalizes your prospect list, ensuring you stay connected with potential supporters. Avoid the pitfalls of generic campaigns that only appeal to a limited audience. GivingDNA acts as your dedicated data analyst, empowering your team to make strategic decisions that drive fundraising success. Ultimately, investing in this tool means investing in stronger, more meaningful connections with your supporters.
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Integrations
No Integrations at this time
Company Details
Company:
Wealth-X
Headquarters:
United States
Website:
wealthx.com/products/screening
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Wealth-X Screening Features and Options
Wealth-X Screening User Reviews
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