WealthCatalyst empowers financial institutions to grow their assets under management more efficiently than ever before.
With access to nearly all high-net-worth individuals in Germany and Austria, WealthCatalyst helps you identify prospects that perfectly align with your target group—based on wealth, age, and investment behavior.
Seamless and efficient appointment preparation—all key information is available in one system, clearly visualized and easily accessible online or as a file.
Identify high-net-worth individuals instantly using the Wealth Index.
Leverage your own network—and that of your clients—to secure meetings faster.
Cut preparation time by up to 80% with clear, intuitive visualizations.
Stay automatically informed about current and upcoming cash events to engage at the right time.
A wealth manager at a leading bank leverages WealthCatalyst to acquire new clients efficiently. By filtering for entrepreneurs classified as particularly wealthy by the Wealth Index, he quickly identifies high-potential prospects.
Since he has tagged his business and LinkedIn contacts within the BusinessGraph, WealthCatalyst analyzes the best way to reach these HNWIs through mutual connections, enabling warm introductions.
But client acquisition is only part of his strategy—he also seeks to unlock hidden sales potential among existing clients. WealthCatalyst helps him identify previously unnoticed upsell opportunities, ensuring he maximizes value from his portfolio.
Before meeting a client, he gains a comprehensive overview of their current and past investments, business roles, and professional network. To make his work even more efficient, he automatically receives updates on new investments and strategic changes within his target group.
Additionally, WealthCatalyst keeps him informed well in advance about upcoming cash events affecting his existing clients. All relevant insights can be easily downloaded for seamless access and preparation.
High-net-worth individuals (HNWIs) are notoriously hard to reach—especially those who prefer to stay out of the public eye. But most of them are entrepreneurs. That’s why WealthCatalyst is the ultimate tool to identify wealthy individuals and uncover the best path to connect with them.
One click. Countless new leads.
Integrating customer data into the Palturai BusinessGraph often leads to unexpected insights. Many so-called private customers hold key decision-making positions in influential companies. Why not leverage existing relationships to drive new business opportunities? If high-ranking executives trust you for their personal banking or insurance, they might also trust you with corporate services.
The ultra-wealthy represent an exclusive, highly sought-after clientele, yet they remain difficult to identify and reach. Publicly visible millionaires are the exception, not the rule. Traditional outreach—such as social media targeting or cold calls—is largely ineffective. But Palturai BusinessGraph provides a game-changing approach.
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.
