etops Sales Intelligence

AI-driven target capabilities for the wealth industry

Boost your performance with our AI-driven wealth ecosystem. Uncover selling opportunities in your client base and utilize existing relationship capital to attract new clients.

Client outreach

Accelerate your up- and cross- selling strategy with the right insights.

Lead generation

Prioritize potential clients and create target profiles across all asset segments with ease.

Sales pitch

Create tailored and personalized sales pitches with top-notch insights.

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Wealth insights

By seamlessly linking your client data with our extensive entrepreneur and corporate universe, you can unlock a wealth of insights. Generate valuable client and target knowledge, transforming it into actionable information to enhance your decision-making processes. Leverage our unique “out of the box” and customizable wealth insights, including Wealth Community Memberships, Wealth Rating, Wealth Promoter Ratio, Cash Events, and other sales triggers, to gain a comprehensive understanding of your clients and prospects. Furthermore, enrich and streamline your end-to-end CRM process by automating it with value-adding information.

Reach the wealthy

Our AI recognizes the best paths to connect to almost all wealthy individuals across Switzerland and Germany. It helps you to understand and evaluate which of your clients are of high promoter value and which can be an effective door opener to potential clients. Tailor your outreach strategy by identifying prospects that align with your strategic goals across various segments, including affluent, private banking, HNWI, and UHNWI. Deepen your understanding by gaining compelling insights into the foundation involvement of your clients or prospects, allowing you to strategically promote and enhance your institutional wealth business.

Market research

Benefit from improved market development by leveraging detailed, individualized entrepreneur dossiers that enable the recognition and holistic understanding of desired clients in defined target markets.

How does etops Sales Intelligence improve client outreach?

The platform provides valuable information and insights that enable more effective and targeted up-selling (share of wallet) and cross-segment selling (e.g., retail, corporate, foundations). This allows you to tailor your outreach strategy and connect with clients in a more meaningful way.

Can etops Sales Intelligence help me identify high-potential prospects?

Yes, etops Sales Intelligence uses AI to evaluate which of your clients have high promoter value and which ones can open doors to potential new clients. It helps you identify prospects that align with your strategic goals and reach the right individuals, whether they are affluent, HNWI, UHNWI, or involved with foundations.

How does etops Sales Intelligence integrate with my existing CRM system?

The platform seamlessly integrates with your CRM system by providing rich, actionable insights that can be directly incorporated into your sales processes. It helps automate tasks, streamline workflows, and enrich your client and prospect data with valuable information like Wealth Insights, Cash Events, and sales triggers.

Alexander Sinn

Co-Founder & CEO
47 Capital AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

David Schneider

COO
Verium AG

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

Anthony Gimigliano

Head Institutional Desk
Swissquote

Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Sacha Fedier

CEO
VT Wealth Management

With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies—making well-founded, investor-focused decisions.

Latest news

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