Real Estate

Property agents use WealthInsight to build sales strategies aimed at attracting new wealth from across the globe. We screen a large list of names provided by clients and provide detailed dossiers on the top 20 targets which meet client criteria.

Detailed dossiers

The intelligence within these Dossiers provide agents with information to help create bespoke sales and marketing approaches for each of their prospects.

The solution

Information on client litigation history, and origins of wealth, allows property agents to evaluate business risks. Our relationship tool provides names of trusted advisors and affiliates to help agents reach out to their prospective clients.

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