Prospecting Tools for Wealth Management

Enhance your Wealth Management prospecting with SourceScrub. Learn more about efficient & easy solutions.

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Founder-owned Business Intelligence

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Defined Target Market

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Conference Intelligence

Wealth Management Prospecting – Optimize your Prospecting Efforts at scale

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Founder-owned Business Intelligence

Filter companies by growth indicators and investment details/dates within any sector of your choosing and identify businesses potentially nearing a transaction. Details of executives listed in the platform allow you to connect those business owners with your network to help them monetize.

Defined Target Market

Rapidly and accurately identify potential prospects or investment opportunities in emerging markets. SourceScrub employs best-in-class search and filtering functionality to cut through the 'noise' out of company lists in seconds.

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Conference Intelligence

Leverage your current relationships to build and foster new relationships—find your current clients in the SourceScrub platform and in which events they’ll be participating this year. Then, connect to similar businesses via client prospecting, optimize your lead generation efforts, and multiply your current client base

Foster relationships and Prospect more effectively with SourceScrub:

The Traditional Method

  • Spend hours conducting a comprehensive screen of your prospective clients using various efforts including: Google, third-party support, news sites

  • Leveraging networks via referrals on an ad-hoc basis
  • Risk going to a conference or geography without knowing who to pursue, only to discover afterwards that you’ve missed meeting with your best leads

  • Rely on stale contact information for prospective clients in hopes that the business and/or individuals are still viable leads
  • Countless hours for 1 industry pipeline

The SourceScrub Method

  • Best-in-class search and filtering functionality for wealth managers to clarify the landscape of potential prospects & their associated contacts in seconds
  • Single source of truth for all key data points allowing the wealth manager to:

    • Identify relevant prospect businesses

    • Filter by size, ownership, sector and investment details directly through SourceScrub

  • Conduct more effective prospecting by identifying your best leads at a conference or geography, emailing them, and getting a meeting set-up

  • Enrich your database with constantly refreshed contacts to create a more effective prospecting strategy. Leverage SourceScrub’s 500-member research team to locate contacts for you
  • Multiple industry pipelines can be produced in half an hour