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Published by: Altrata Client Success
Published on:

Wealth-X can transform the way you work

Published by: Altrata Client Success
Published on:

UK Fine Jewelry company leverages Wealth-X data to successfully uncover new leads and inform impactful event strategy 

In the global luxury jewelry business, identifying new potential clients and effectively engaging existing clients, begins with a data driven approach. With that focus in mind, our client, a leading UK Fine Jeweler, engaged Wealth-X to broaden their insights on key target individuals.

After working with a previous wealth data solution, our client was eager to expand worldwide and sought a global wealth intelligence database solution to help.

The team now leverages Wealth-X data to help personalize and build on their customer journey with a goal to promote strong, long-term relationships with their clients.

Wealth-X is responsible for the creation and maintenance of the preeminent global database on the world’s wealthiest individuals. Our client can now stay on top of their evolving database by running regular Wealth-X Screenings that give them line-of-sight into daily evolving changes involving their existing clients as well as exposure to new potential clients that fit their target market.

Wealth-X data also helps give them the edge when it comes to their on-going events strategy. The Wealth-X Dossier offers an in-depth look at world’s wealthiest individuals, from information on a person’s wealth and liquidity data, and personal networks, to their interests, passions, and hobbies. These insights help them identify impactful invite lists focused on affinity and enables them to deliver personalized events and engagements.

Wealth-X has transformed the way we work.

Head of CRM, UK Based Fine Jewellery Company

Wealth-X Screening has helped them succeed in the global market by consistently uncovering new potential clients and has had a significant impact on new lead generation. With access to in-depth data on the world’s wealthy individuals the team can now personalize each customer journey in a way that fosters a strong relationship foundation, built for years to come.

Wealth-X has transformed the way the team works when it comes to curating data driven invite lists. With events running throughout the year, the team is always looking for new ways to engage with key prospects. Wealth-X offers insights that help them identify a list of individuals that meet a certain criteria. The team then leverages data surrounding a client’s interests and hobbies such as specific sports or the arts to curate events and map a path to success for each engagement.

  • Client: UK Based Fine Jewelry Company
  • Region: Global
  • Altrata products: Wealth-X