WealthCatalyst enables financial institutions to increase their assets under management much more efficiently.
WealthCatalyst provides access to almost all wealthy individuals in Germany and Austria and helps to select the target persons who best match the financial institution's target group in terms of wealth, age or investment behavior.
WealthCatalyst makes appointment preparation easier, faster and better. All the necessary information in one system with a clear visualization, perfectly usable online or as a file.
Identify wealthy individuals in a single database using the Wealth Index.
Use your network and that of your customers to get appointments quickly.
Reduce preparation time by up to 80% with clear visualization.
Stay automatically up to date on current or future cash events.
The wealth manager of a major bank uses WealthCatalyst to acquire new clients. When searching, he selects entrepreneurs who the Wealth Index of the graph classifies as particularly wealthy.
Since the Wealth Manager has tagged his business and LinkedIn contacts in the BusinessGraph, the WealthCatalyst can analyze how to reach the identified HNWI through mutual acquaintances.
However, he not only wants to acquire new customers, but also identify sales potential among his existing customers. The WealthCatalyst helps him to discover unrecognized upsell opportunities.
Before getting to know the client, the wealth manager views the target client’s current and historical investments, functions and contact network. They can then conveniently download all the information.
To make the wealth manager’s work even easier, he automatically receives information about new investments and functions of his target clients. They are also informed in good time about upcoming cash events for their existing clients.
The so-called high-net-worth individuals are notoriously difficult to reach, especially when they are not in the public eye. However, most of them are entrepreneurs. That’s why WealthCatalyst is the perfect tool for identifying wealthy individuals and making the contact path to them visible.
With just one click you will receive numerous new leads!
The integration of customer data into the Palturai BusinessGraph often leads to exciting “aha” effects. For example, when it becomes clear that a number of private customers occupy high-caliber professional decision-making positions. After all, why shouldn’t you take advantage of the fact that, for example, the board of directors of a company has enough confidence […]
The target group of the super-rich is highly coveted, but difficult to reach. After all, the celebrity millionaire who publicly flaunts his wealth is the exception rather than the rule. And if you do manage to identify your target customers, that doesn’t mean you will reach them. Approaching them on social networks doesn’t work, and […]
In the Shortest Path, the connection between you and your target company/person is visualized in the form of a path. In our Salesforce app, this path is based on your linked Salesforce contacts and the Palturai Knows algorithm. The algorithm calculates the probability of two people knowing each other based on shared company activities.
