Case Study: M&T Bank prequalifies leads and maps warm introductions with WealthEngine

M&T Bank prequalifies 1,200 leads with WealthEngine

M&T Bank needed its Wealth Advisors to effectively prequalify leads and uncover warm introductions to these prospects to close bigger deals. To achieve this, the bank turned to vendor WealthEngine and its parent company Altrata's wealth intelligence data and relationship mapping tools.

The solution implemented by WealthEngine and Altrata involved a multi-tiered workflow. M&T advisors used WealthEngine data for broad acquisition, Wealth-X dossiers to understand ultra-high-net-worth individuals, and the RelSci platform to map connections. This approach allowed them to successfully map warm introductions to prequalified leads, closing deals faster. A recent search using Altrata data uncovered over 1,200 prequalified prospects for a client request.

M&T Bank