Cash events as a guarantee of success for every wealth manager
The WealthCatalyst is able to provide information via a monitoring service shortly after a cash event has occurred.
It provides a graphical interface to obtain more detailed information about the participants in the transaction and their other network information.
Filter the cash events according to the time of the transaction or the amount of capital that has flowed.
Be the first to make an attractive offer to your potential customer and use this knowledge advantage for more success!
Your Benefits
Increase your assets under management!
Thanks to your head start in knowledge about cash events, you will have more success in acquisition and accelerate your sales cycles.
Improve your closing rate!
Focusing on targets with high accuracy of fit and good achievability will increase your completion rate and efficiency.
Discover your hidden potential!
You will discover potential customers who have benefited from cash events at an early stage and will be the first to place an attractive offer.
These features make you No. 1:
Receive a compact daily overview of all cash events, summarized by number and value in euros. Click on “Show all cash events” to access the dedicated selection area. Benefit from the most important advantages, such as direct contact with decision-makers, a warm introduction through contacts from your network and valuable information about the beneficiaries of cash events. WealthCatalyst offers you numerous options to help you contact the right people.
WealthCatalyst offers a granular selection of target customers with cash events. You can use this option to address your potential customers in a targeted manner and thus increase your sales. Rely on our expertise and benefit from a precise and efficient customer approach. Increase your chances of success and maximize your closing rate.
On your personal WealthCatalyst home page, you can also see every day how many cash events have been identified in the past week. Not only do you receive the exact date and the amount of the cash event, but you can also access the network overview directly by clicking on the name of the cash event beneficiary. Take advantage of our WealthCatalyst and benefit from efficient networking and direct access to potential cash event clients. Convince yourself of our unique solution and let us increase your success together!
With the help of WealthCatalyst, you can see all relevant network insights at a glance. Benefit from the essential information that allows you to quickly and easily gather important insights about cash events. With our WealthCatalyst you have everything in view and will be the first to benefit from the knowledge about a cash event!
Get a comprehensive network overview with all relevant information on people and companies involved in a cash event. Discover the advantages of a clear and concise presentation of all relevant data – for efficient decision-making. Experience the future of visualizing complex information now!
Whitepaper: Reaching the Rich
- Would you like to know how we identified the rich Germans?
- Your goal is to recognize occasions to contact these people?
- Read our whitepaper now to find out in detail how Palturai's WealthCatalyst makes it easier for you to acquire potential clients in the long term.
