SmartPacks: SmartBanker for Wealth

SmartBanker for Wealth is designed specifically for wealth management firms to acquire, onboard, and grow client relationships by identifying high potential businesses, tailoring outreach, and gaining timely insights to address risk concerns early in the customer relationship.

This comprehensive view enables wealth managers to deliver the personalized service that modern clients demand while maintaining operational efficiency.

Access to Premium Data

 



Screening based on rules designed for wealth management

Pre-screening a customer can help mitigate risks associated with acquiring a new customer. SmartBanker's pre-screening feature is configured to check the information required to evaluate a new customer.



This proactive approach enables wealth managers to:

• Identify potential risks early in the relationship
• Make informed decisions about client engagement terms
• Reduce time spent on prospects unlikely to onboard successfully
• Improve the client experience by setting clear expectations upfront

See this article for guidance on how to Screen a Company

Monitoring – Engagement Signals - based on rules designed for banking:

Monitoring - in web-app - 



and via email alerts



See this article for more information about Engagement Signals

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