Client Intelligence Platform

Rich Real-time Insights About Your Clients and Prospects

Put a Personalised Customer Experience at the Heart of Every Commercial Interaction.

In-depth profile

We help organisations to make meaningful connections with affluent, high net worth (HNWIs) and ultra-high net worth individuals (UHNWs).

The NETZ Client Intelligence platform is a cloud based software platform. It's online, anytime and anywhere you need it!

The way it works is, you enter the name or email address of a client or prospect you want an intelligence profile on. Within 24hrs NETZ will deliver you a in depth profile on that person that includes details like:

  • Estimated Wealth
  • Interests
  • Career
  • Current Address and Property History
  • Real-time News
  • Investment Track Record
  • Referral Recommendations

To find out more about the intelligence included in a NETZ profile Try it free for 14 days

How it works

  • Enter who you want to search.
  • Our algorithm is aggregating, analysing and cross-referencing thousands of data sources.
  • An analyst ensures 99.9% factual accuracy.
  • We deliver your profile within 24 hours.

And it Works Well with Your Favourite Applications

Google
Outlook
Office 365
Microsoft CRM
Salesforce

Better Understanding and Engagement With Your Clients Will Foster Loyalty,
Build Long-term Relationships and You Will Maximise Your Client’s Life-time Value (LTV)

65% of private banking clients state at a client-focused service is most important (Source: Scorpio Partnership, Futurewealth 2014). However, clients complain that more than 70% of client advisors are NOT prepared to really engage with them.

  • We help organisations to connect with affluent clients, high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWs).
  • NETZ is delivering more accurate and more updated information than any other platform available. Key insights include:
    • Current wealth (investments, EIS/VCT experience, shareholdings, property)
    • Background (career milestones, achievements, interests)
    • Personal details (family, address)
  • You can upload your existing clients to one single platform, accessible from anywhere
  • NETZ’s prospect research is faster, deeper and more affordable than any other platform available

Get started with NETZ today!

Try NETZ FREE for 14 days. No credit card required.