Wealth Management | RelPro

Wealth Management

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

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

Acquire New Clients & Build Your Business

  • Create a unique profile to target your ideal clients
  • Find business owners, senior executives, benefits professionals, and other targeted roles with accurate contact information
  • Intelligence that identifies opportunities to deepen & leverage your existing client relationships
  • Discover client & COI referral opportunities

Prepare for Calls and Events

  • Review executive biographies, board seats and affiliations, as well as philanthropic activities to support informed and productive conversations
  • RelPro Alerts arm you with personal and professional insights to create a memorable impression and stay in touch with clients & prospects
  • Integration with leading industry research intelligence

Streamline Generating Leads

  • 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)

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.

Learn more

Are you ready for a lead generation software that nurtures existing relationships while generating leads?