Industries

Empowering the financial services sector with real time wealth intelligence

These are typical financial services sectors we work with

Financial Advisors and Wealth Managers

Financial Advisors and Wealth Managers

NETZ provides a competitive edge for wealth managers and advisors of any size. personalise your approach and research existing clients’ current wealth, their business engagements, background, acquaintances, hobbies and interests to derive extra knowledge that helps deepen the relationship.

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Financial Advisors In Private Banks

Financial Advisors In Private Banks

Private banks use NETZ to track existing clients and identify new potential HNW and UHNW clients: Identify and target new leads. Don’t waste time chasing low-value, low-quality leads. Use NETZ to find a lead’s advice needs based on family status, career milestones, wealth and property ownership.

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Mortgage Advisors & Brokers

Mortgage Advisors & Brokers

Qualify incoming leads. Don’t waste time chasing low-value, low-quality leads. Use NETZ to deeply analyse a lead based on property ownership, family status, career milestones, and wealth. Get referrals to new leads from your existing client network with whom you have established relationships.

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Investment Funds

Investment Funds

NETZ helps investment funds to better manage existing investors and find potential new investors. Private investors value a personal relationship with the company they invest with. The more that investment funds knows about a client's background and investment story, the better the rapport they can build.

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"NETZ helps me research and connect with both clients and prospects at a deeper level. The software provides me with valuable insight into the client or prospect and as such, allows me to tailor my approach.”

Chris Baker, DipPFS Partner at St James's Place Wealth Management

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