Wealth Management

Private Bankers, Financial Advisors, Family Offices, Corporate Retirement & Stock Plan professionals use RelPro for identifying leads, increasing their prospecting efficiency and staying up-to-date and informed on their clients and prospects

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RelPro is used by 33% of the top 15 Wealth Management Firms to identify new prospects and cultivate stronger relationships.

Optimize Your Lead Generation Strategies

Find Targeted Business Executive and Company Prospects Faster

  • Target your search by net worth, assets, real estate holdings and more
  • Qualify prospects with precise net-worth estimates for affluent business executives
  • Access accurate contact intelligence and in-depth research on one screen
  • Identify organizations looking for wealth management services using Buyer Intent and 5500 filings

Build Your Business

  • Create a targeted Advanced Search to find your ideal clients
  • Find business owners, senior executives, benefits professionals, and other targeted roles with accurate contact information and wealth insights
  • Identify & research company retirement & benefit plans
  • Identify opportunities to deepen & leverage your existing client relationships
  • Discover client & COI referral opportunities

Prepare for Calls and Events

  • Leverage leading wealth intelligence and industry research insights, integrated into the platform
  • Research education, employment, nonprofit associations, political affiliations and giving history for more informed outreach to wealth prospects
  • Use RelPro Alerts to arm you with personal and professional insights to create a memorable impression and stay in touch with clients & prospects

Streamline Prospecting

  • Customize search topics to save your team precious time qualifying leads
  • Use our Chrome Extension to research a company, its decision-makers, their contact information, save to your CRM and more without leaving your browser window
  • Export leads directly to your CRM or into a CSV (Excel)
  • Clean and Enrich out-of-date CRM Contact and Company data

Develop new prospects while nurturing existing client relationships.

Our wealth management clients report time savings in identifying & qualifying leads, with increased efficiency in staying connected & deepening their relationships with current clients.

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Are you ready for an easy-to-use platform that efficiently nurtures existing relationships while generating new leads?

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