wealth management real time decisioning

Real Time Lookup Service that Can Close the Sale

Wealth Management Plus Real Time Decisioning (RTD), provides accurate wealth intelligence that allows you to ask the right questions to the right person at the moment of engagement.

Whether you are...

...Wealth Management Plus RTD provides insights that drive ask string strategies.

In the Point-of-Purchase/Donation Moment, a One-to-One Lookup Tool

Identify
Your prospect or customer information is entered into the WW RTD portal.

Match & Score
Within seconds, we match insightful attributes from Wealth Window and our national consumer database.

Display
Profile data is immediately displayed in a format customized for your needs.

Message
You can then deploy the appropriate message/offer to the customer or prospect based on intelligence.

Please contact us to begin conducting informed communications with your wealthy prospects.