Case Study: Wealth Management Company boosts prospecting and deepens client relationships with RelPro

RelPro’s Integrated Relationship Intelligence Enables Wealth Managers to Simultaneously Identify and Develop New Prospects while Deepening Relationships with Existing Clients

Wealth Management Company — including private bankers, financial advisors and prospect-research teams — faced the dual challenge of deepening relationships with existing clients while efficiently identifying new prospects across diverse industries and seniority levels. They turned to RelPro’s relationship intelligence platform to provide accurate executive contact data, automated research and timely alerts to surface reasons to call and relevant opportunities.

RelPro implemented granular prospect lists, geo-search and mapping, automated multi‑source research and real‑time alerts, backed by a database of 7 million companies and executives. Wealth Management Company reported higher-quality leads, saved 15–20 minutes qualifying each prospect, typically recouped the platform cost within a couple of months, and realized meaningful gains in new client acquisition and relationship-development efficiency.