Wealth Management

Financial Advisors, Private Bankers and Corporate Retirement & Stock Plan teams use RelPro to grow their business, increase their prospecting efficiency, and stay up-to-date and informed on their clients & prospects by leveraging RelPro’s extensive database of senior executives, automated research and valuable alerts

 

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Find Companies, Executives & Contact Details

Find and qualify prospects quicker using advanced filters, including role, location, industry and company size. Identify companies of interest and executives in key roles. RelPro integrates multiple best-in-class sources of executive biographies, contact details and company intelligence to deliver an experience that is more comprehensive and efficient to use than any other wealth intelligence platform.

Source Relationship Intelligence Quickly to prepare for Calls & Meetings

Automate prospect research by aggregating biographical and relevant web content on target companies and executives. RelPro saves your team's precious time qualifying potential leads, and enables your interactions with a prospect to be more informed and productive. RelPro research surfaces common denominators and "small world" moments that can make your meeting memorable and helps build a firm foundation for a lasting relationship.

Keep in Touch with Clients & Prospects

Keep up-to-date with prospects and clients with RelPro Alerts – regular emails that highlight new & relevant web content on people & companies you choose to "follow". RelPro Alerts provide a "call to action," highlight an "opportune moment" to call a prospect, and deliver valuable & timely context to keep in mind for your next meeting.

An Integrated Relationship Intelligence Solution

Export leads into your CRM (Salesforce.com, Microsoft Dynamics, NetSuite), or generate CSV/PDF exports.

RelPro's Chrome Extension enables you to research a company, its decision-makers, their contact details, save to your CRM, and more without leaving your browser window.

RelPro Integration

See how RelPro's leading data quality, coverage, Financial Services expertise & relationship mapping capabilities helped a Global Fintech Leader build connections for strategic discussions & new product sales

Read what our experts are blogging.

What To Expect At InVest 2018...

RelPro is excited to sponsor and attend InVest 2018 on July 10th and 11th at New York’s Marriott Marquis. Now in its fourth year, the two-day event is designed to keep executives ahead of digital transformation in… read more