DDM - Financial Services

WealthGauge for Financial Advisors

Segment your customers and prospects to optimize your marketing campaigns

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WealthGauge Empower Financial Advisors with Wealth-based Client Scoring on Salesforce.com WealthGauge TM is a Salesforce application on the Salesforce AppExchange that provides Financial Advisors (FAs) with deep insights about the growth potential of prospects and customers. Accessible 24-7, WealthGauge offers FAs wealth insights to help: ■ Rank customers and prospects based on their estimated household assets, income and investment profile ■ Build share-of-wallet analysis ■ Deliver relevant product asset-based segmentation profiles Find the Opportunity Within Each FA's Book of Business and Territory: ■ Rank customers and prospects by their opportunity for relationship expansion and growth in assets ■ Tailor messages to prospects and customers based on their likely investment portfolio ■ Improve FA productivity both in terms of saving time on researching prospects and in deprioritizing low potential leads ■ Improve Salesforce workflow for the entry and working of new leads by appending valuable insights such as estimated asset, income, and investment tendencies, in real-time, to prospect data KEY BENEFITS Discover asset growth opportunities within current book of business Rank and target new high potential prospects Save time on prospect pursuit and research with 24-7 access to data in the Saleforce system through WealthGauge

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