Wealth-X Professional Overview
Here’s the scoop on Wealth-X Professional! We've gathered over 212 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Wealth-X Professional, belong to a category of solutions that help Sales Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Wealth-X Professional is right for your needs? Our Cuspera AI engine can evaluate how Wealth-X Professional fits your specific business needs, industry, and context. Get your personalized assessment report today.
Wealth-X Professional supports business activities such as:
- Advertisement
- Engaging And Following Up
- Generation Of New Leads
- Lead Qualification
- Lead Engagement
Wealth-X Professional can help you with many business goals, such as Acquire Customers, Improve Brand Engagement, Improve ROI, Enter New Markets Internationally Or Locally, Scale Best Practices, etc. It can help manage these activities if you use Social Media for these needs. As a solution, Wealth-X Professional's capabilities include Recording, and Personalization.
Wealth-X Professional Human Resources Vertical is its biggest customer base.
Reviews
"...With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the wealthy...." Peer review
Wealth-X Professional Reviews
40 buyers and buying teams have used Cuspera to assess how well Wealth-X Professional solved their Sales Intelligence needs. Cuspera uses 212 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Intelligence needs.
Business Priorities
Acquire Customers and Improve Brand Engagement are the most popular business priorities peers achieved using Wealth-X Professional.
Use Cases
Peers recommend Advertisement , Engaging And Following Up , Generation Of New Leads , as the business use cases that they have been most satisfied while using Wealth-X Professional.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Advertisement with Social Media |
4.20/5 ★ |
"...In addition, we share information with our social media, advertising and analytics partners who may combine it with other information you have provided them or that they have collected from your use of their services...." Wealth-X Salesforce Application for Database Access |
| Engaging And Following Up |
4.53/5 ★ |
"...The wealth screen and subsequent insights provided by Wealth-X and its data platform has enabled us to develop our first major donor engagement strategy...." Wealth Screening for Donors & Clients |
| Generation Of New Leads |
4.24/5 ★ |
"...UNCOVER NEW LEADS. ..." Global High Net Worth Database |
| PEER EXPERIENCES | |
|---|---|
| Advertisement with Social Media |
4.20/5 ★ |
"...In addition, we share information with our social media, advertising and analytics partners who may combine it with other information you have provided them or that they have collected from your use of their services...." Wealth-X Salesforce Application for Database Access |
|
| Engaging And Following Up |
4.53/5 ★ |
"...The wealth screen and subsequent insights provided by Wealth-X and its data platform has enabled us to develop our first major donor engagement strategy...." Wealth Screening for Donors & Clients |
|
| Generation Of New Leads |
4.24/5 ★ |
"...UNCOVER NEW LEADS. ..." Global High Net Worth Database |
|
8+ more Business Use Cases
Our AI advisor, Wyz, harnessed 212 insights from peers and experts to help you assess how these Wealth-X Professional use cases fit your Sales Intelligence needs.
Popular Business Setting
for Wealth-X Professional
Top Industries
- Human Resources
Popular in
- Large Enterprise
Peers used Wealth-X Professional to Acquire customers and Improve brand engagement
Peer and Expert Opinion on Features
for Wealth-X Professional
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (10) |
| Personalization | Read Reviews (9) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (10) |
| Personalization | Read Reviews (9) |
IT and Other Capabilities
for Wealth-X Professional
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (20) |
| Data Export | Read Reviews (12) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (20) |
| Data Export | Read Reviews (12) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (4) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (4) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (41) |
| Custom Reports | Read Reviews (35) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (41) |
| Custom Reports | Read Reviews (35) |
Software Failure Risk Guidance
?for Wealth-X Professional
Overall Risk Meter
Top Failure Risks for Wealth-X Professional
Vendor Profile Details
Company Name
Wealth-X
Company Website
https://www.wealthx.comHQ Location
142 W 36th St. , 12th Floor, New York, New York 10018, US
Employees
101-250
Social
Financials
PRIVATE
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