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What is Wealth-X Professional?

Wealth-X Professional provides a comprehensive and carefully organized database that focuses on research and insights related to high net worth (HNW) and ultra-high net worth (UHNW) individuals. This platform offers a wealth of records, serving as a crucial resource for financial institutions, nonprofit organizations, academic institutions, and luxury brands that seek to engage with the ultra-affluent segment of the population. Building relationships with the exceptionally wealthy relies on establishing trust, which demands a profound comprehension of their distinct needs, wants, and ambitions. To successfully engage with this exclusive demographic, access to in-depth research and precisely curated intelligence is essential. Utilizing Wealth-X Professional allows users to pinpoint prospective clients and donors that align with their organization's unique goals, while also revealing connections that may exist within their current networks. Moreover, Wealth-X Screening enhances organizations' ability to effectively utilize their customer and prospect data, significantly improving their outreach efforts. In conclusion, this all-encompassing resource empowers users with the essential tools needed to successfully navigate the intricate landscape of the ultra-wealthy market and foster meaningful connections.

What is Avid AI?

This innovative donor intelligence platform integrates nonprofit data from multiple sources, converting it into actionable strategies to enhance contributions. Say goodbye to the frustration of toggling between different analytics tools; instead, centralize all your data into one dependable resource. With a unified dashboard, you can monitor real-time information from email, CRM, websites, and social media simultaneously. A single click grants you access to analyst-level insights, enabling you to visualize the complete donor journey across various platforms. Rather than making guesses about resource distribution, acquire a comprehensive understanding of donor behavior. Examine key metrics across different channels, life cycles, and tiers of giving to make well-informed decisions. Segment your audience based on their real-time behavior on various platforms to tailor your approach effectively. Uncover clear pathways for growth and actively engage with the donors reflected in your data. Arm yourself with the right inquiries and effective strategies to apply in your fundraising efforts. Identify your most impactful broad-based donors while receiving actionable recommendations based on over 7,000 nonprofit marketing experiments. Accurately assess which initiatives drive donations and which are unsuccessful, ensuring your efforts are as effective as possible. By leveraging these insights, nonprofits can not only enhance their fundraising initiatives but also forge stronger connections with their supporters while continuously refining their strategies.

Media

Media

Integrations Supported

DonorPerfect Fundraising Growth Platform
Facebook
Google Ads
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Salesforce
Virtuous
iDonate

Integrations Supported

DonorPerfect Fundraising Growth Platform
Facebook
Google Ads
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Salesforce
Virtuous
iDonate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altrata

Company Location

United States

Company Website

wealthx.com/products/professional

Company Facts

Organization Name

Avid AI

Date Founded

2024

Company Location

United States

Company Website

www.avidai.com

Categories and Features

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Categories and Features

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