TSL Express Daily News
The Secured Lender
SFNet's The 81st Annual Convention Issue
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Top 5 Apps for Organizing
Mar 7, 2019If you’re like most of us, we try to stay organized in business and life, but it gets increasingly complicated…
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The Importance of Stretching
Mar 7, 2019Every personal trainer and athletic coach I have ever worked with has stressed the importance of stretching. When working out…
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SFNet's 40 Under 40 Award Winners Panel Recap
Mar 6, 2019Moderator: Samantha Alexander, regional underwriting manager, Wells Fargo Capital Finance’s Corporate Asset Based Lending group and 2016 CFA 40 Under…
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SFNet's Inaugural YoPro Leadership Summit
Mar 6, 2019The Secured Finance Network brought together the next generation of commercial finance leaders for a full day of learning and…
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It’s a Marathon, Not a Sprint
Aug 22, 2018I was recently invited to participate in an executive panel to answer questions from a credit training class comprised of...
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It’s Not Too Late – Five Member Benefits to Cash In On Now
Aug 1, 2018As we hit the half way mark on calendar year 2018, it is a good time to take stock and…
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It’s Time To Break Up With Your Phone
Jul 18, 2018Do I have your attention? Let’s be honest here: do you have the attention span to read this article? Compared…
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Lien Management – What You Need to Know
Jun 6, 2018UCC filing is the cornerstone of all loans and every lien portfolio...
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Potential Impacts of Blockchain on Commercial Lending
Jan 15, 2018By Raja Sengupta, Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions When it comes to the rising importance…
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How to be a Good Leader
Dec 5, 2017I know what you’re thinking…another article about how to be a good leader? The short answer is yes…but this time,…
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Fintech and Due Diligence – Disruptors and Established Firms Evolve
Oct 30, 2017The fintech sector has gone through a number of manifestations in the past two decades.
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A Commercial Banker’s Tickler Transition Plan
Oct 18, 2017Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
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Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Sep 5, 2017It is imperative for individuals to have a general idea about their future career aspirations, just as companies should have clearly defined strategies.
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Selecting a Technology Vendor: 3 Questions to Ask
Jul 5, 2017As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
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Why Back-Office Lending Automation Enhances Customer Satisfaction
Apr 25, 2017Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
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The Lost Art of the Loan Purchase
Mar 2, 2017Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
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Audit Prep: Why a Paperless Approach Makes Sense
Feb 15, 2017How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
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Back Office Support Services: Helping you approve more clients
Feb 7, 2017How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
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“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Jan 30, 2017Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…
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Paper Loan Files: Does Your Bank Know the True Cost?
Jan 12, 2017Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…
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August 22, 2023
Source: RelPro
Short Hills, NJ — August 22, 2023 — RelPro, the fast-growing business development and relationship management solution for Financial & Professional Services, announced today it has integrated Wealth Insights on business executives into its platform. The data enhancement comes as a result of RelPro’s new partnership with Windfall, a people intelligence and AI company that supports go-to-market teams with actionable insights. RelPro’s latest data integration further expands its best-in-class company and contact data, adding wealth intelligence on more than 2 million business executives with more than $5 trillion in assets. The new data enables business development, relationship management and marketing professionals to increase efficiency in their prospecting, meeting preparation, client engagement and growth initiatives.
“We continue to focus on introducing new and innovative ways to enable Financial & Professional Services businesses to grow and gain efficiencies in their prospecting, marketing and client engagement,” said RelPro President Raaj Rajmangal. “Adding Windfall as a data partner expands our value to clients in Banking, Wealth Management and Advisory Services through valuable insights that enhance prospecting and relationship-building.”
“We’ve considered incorporating Wealth intelligence into RelPro for some time, and the increasing interest of our clients to connect Banking, Wealth Management and Advisory services to business executives underscores the value of RelPro’s powerful data and workflow integration,” said Martin Wise, RelPro Founder and CEO. “Our partnership with Windfall adds personal wealth intelligence to the corporate financial and benefit plan insights that business development, relationship management and marketing professionals already enjoy.”
“We’re thrilled to partner with RelPro to connect our best-in-class consumer financial insights with RelPro’s powerful platform,” said Dan Stevens, Windfall co-founder and SVP of Business Development. “This partnership enables financial & professional advisors to capture additional share of wallet and find new business executive prospects with the union of contact and precise wealth datasets.”
Along with the integration of Windfall data, RelPro has added new Advanced Search fields as well as a new Wealth Profile view to customize the usability of the new intelligence. Users can search for individuals based on net worth, assets, liquidity, philanthropic giving history and more. With the new “Wealth” Advanced Search tab and the new alternative “Wealth” Profile view, users can access an individual’s contact information, career history, wealth insights and other key wealth indicators on one screen.
The new dataset expands RelPro’s capability to support Financial Services professionals in Banking, Wealth Management & Insurance, and advisors in Legal & Professional Services. With accurate net-worth projections for households in the U.S., RelPro now supports these professionals in their efforts to accurately identify prospects while supplying valuable wealth intelligence that enhances research on their business executive prospects and existing clients. RelPro’s valuable integration of company and contact intelligence, combined with Windfall’s individual Wealth data, further enhances RelPro’s platform, a powerful source of insights delivered through a time-saving and easy-to-use SaaS platform with API integration capabilities.
Founded in 2009, RelPro’s Relationship Intelligence platform was built with the experience that there is no one nirvana source of B2B Company and Decision-Maker data – so why rely on one source of data? RelPro integrates data from best-in-class partners and the web to deliver a unique global database of over 7 million Companies and 150 million business decision-makers, allowing B2B Marketing, Business Development and Relationship Management professionals to quickly identify new prospects and close deals faster. RelPro includes automated Prospect Research to quickly inform business development outreach, and powerful Buyer Intent and Alerts that provide a call-to-action prompting timely interactions with prospects and clients.
To learn more about RelPro, visit our website – www.relpro.com, give us a call – (888) 561-7890, send us an email – info@relpro.com, or schedule a demo now. To learn what our customers are saying about RelPro, read the reviews on G2 Crowd.
]Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.
