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Turn Relationships into Revenue with Altrata’s Wealth Intelligence

Retail banking and wealth management firms thrive on the ability to identify, qualify, and connect with the right clients through verified wealth data, executive, and relationship insights. Altrata delivers the data you need so you can identify and engage with qualified individuals.

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Altrata helps you identify, qualify, and connect with the people who matter most

Retail banking

In retail banking, it’s important to segment and reach the mass affluent with precision, ensuring outreach aligns with their financial capacity and aspirations.

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Wealth management

In wealth management, it’s key to cultivate long-term relationships with wealthy individuals who expect highly personalized service.

Overcome client acquisition challenges

Client growth has never been more competitive or more challenging. Wealth managers and business development teams face business-critical challenges that data solutions can address.

Identify high-potential prospects

Pinpoint the most valuable prospects by wealth, liquidity, and career triggers. Drive client growth with trusted insight, not chance.

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Qualify leads using trusted intelligence

Quickly qualify prospects by analyzing their wealth and executive background to prioritize outreach.

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Connect with network insights

Leverage relationship data to reach prospects through trusted networks, enabling your team to access referral channels.

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“Altrata is our first go-to. It provides us a window to get insight into deals and is a great conversation starter. Time and time again it has been worth it”.

Business Development Manager, PE Value and Portfolio Creation, Big Four Accountancy Firm

Key features

Human-verified HNW and UHNW profiles

From verified net worth and liquidity to sources of wealth, career history, board roles, and personal passions, you’ll have clear access to high-potential prospects, helping your team prioritize where to focus its efforts.

Relationship mapping

Visualize how high net-worth individuals are connected through executives, board members, or key affiliations. You can quickly get on winning referral paths that can spark meaningful, trust-based outreach.

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Insights on career and wealth moments

Get the attention of the right prospects at the right moment, such as when career milestones or wealth events present opportunities for timely and relevant engagement.

CRM enrichment and integration

Keep your CRM up to date with real-time, enriched data, including net worth, sources of wealth, career moves, and known associates, to capitalize on opportunities with precision and depth.

Real-world results: customer highlight

Discover how a retail bank leveraged Altrata for prequalified leads and warm introductions to grow their customer base.

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Client’s goals

Their advisors needed a dependable way to prequalify leads and discover warm introductions. They had experience using Altrata tools and decided to scale these insights further with relationship mapping.

The challenge

They needed a streamlined, reliable workflow that combined breadth (casting a wide net), depth (understanding detailed wealth profiles), and connectivity (mapping relationships) so they could confidently engage prospects and drive faster, more successful outcomes.

The Altrata advantage

With verified HNW profiles, the team was equipped with complete wealth breakdowns and personal career updates, enabling targeted list building and confident outreach.

Impact

This workflow has uncovered over 1,200 prequalified board and club contacts, accelerated lead conversion, and helped close bigger deals.

Resources

Discover prospecting powered by Altrata

Your next high net worth client isn’t on a list. They’re in your network. Altrata helps you find them, connect with them, and grow with them.