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Prospect Screening
Whether you need to refresh your prospect database or better understand the complete wealth attributes of your client base, WealthEngine™ Screening Services help you segment and prioritize your marketing efforts.
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Download Overview Generally used by banking, asset management and wealth management firms, WealthEngine’s database screening services work the way you work. We can take an institution’s data files in, perform our “Loop Analysis” screening every record against 35+ databases and return the file to you with comprehensive wealth and demographic data appended. Or, if security or compliance policies forbid the external transmission of client information, WealthEngine can provide you with a wealth and demographic data feed for you to ingest into your internal marketing system. |
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