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

Office 365
Microsoft CRM

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.