I work for a large nonprofit organization and it is necessary that we identify potential major donors to the best of our ability. Wealth-X provides us with all the information we might need and more in order to formulate informed asks for individuals.
Notre organisation voulait beaucoup trop de personnalisations et cela a inhibé la fonctionnalité. WX a essayé d'être très utile lorsque nous faisions cela et honnêtement, ils ont la meilleure expérience client.
THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS
Their accuracy has taken a significant decline over the last couple of years. Their customer service has had some issues, but seems to be improving with new ownership (Euromoney). They have recently had problems with their Salesforce integration package.
I work for a large nonprofit organization and it is necessary that we identify potential major donors to the best of our ability. Wealth-X provides us with all the information we might need and more in order to formulate informed asks for individuals.
THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS
Notre organisation voulait beaucoup trop de personnalisations et cela a inhibé la fonctionnalité. WX a essayé d'être très utile lorsque nous faisions cela et honnêtement, ils ont la meilleure expérience client.
Their accuracy has taken a significant decline over the last couple of years. Their customer service has had some issues, but seems to be improving with new ownership (Euromoney). They have recently had problems with their Salesforce integration package.