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.
Our AI recognises 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.
Supporting client outreach by providing valuable information and insights that enable more effective and targeted up-selling (share of wallet) and cross-segment selling (retail, corporate, foundation).
Providing valuable information and insights that support the creation of target profiles and prioritization of potential clients across all asset segments.
Enables a persuasive, effective and tailored sales pitch through comprehensive, personalized dossiers on customers and prospects that provide insight into their business environment, the best ways to win them and the latest sales triggers.
Improves market development by providing detailed, individualized entrepreneur dossiers that enable the recognition and holistic understanding of desired clients in defined target markets.
Find out what our Wealth Discovery app and etopsOS can do for your organization. Book a demo and discover our most powerful application yet!
COO, Verium AG
Co-Founder and CEO of 47 Capital AG
Head Institutional Desk Swissquote
CEO VT Wealth Management
COO Finaport Group