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What is Wealth-X Screening?

Wealth-X Screening employs advanced wealth screening technology to enhance the value of your customer or prospect database, leveraging our in-depth insights into the wealthiest individuals globally. Our proven excellence in wealth evaluation and identity matching enables our skilled team to improve the precision and efficacy of your data screening efforts on an international level. The Wealth-X Screening process meticulously examines your existing database to reveal high and ultra-high-net-worth individuals, providing detailed insights into their wealth profiles and personal networks. Furthermore, it organizes these individuals by wealth tier and match quality, streamlining the process of sorting and prioritizing potential leads. By exploring the relationship networks of these identified individuals, organizations can expand their pool of qualified prospects, driving their new development efforts forward. This strategic methodology not only identifies significant connections but also equips organizations with the knowledge needed to make strategic decisions that foster growth and sustainability in a competitive landscape. Ultimately, it enables a more targeted approach to engaging with high-net-worth individuals, enhancing overall business success.

What is Dataro?

Dataro harnesses the power of machine learning to identify your most promising donors, facilitating fundraising efforts that make the most of available resources while increasing overall contributions. By producing customized predictions for each donor in your database, Dataro guarantees that you can approach the right person at the perfect time with the appropriate request. The platform integrates smoothly with your CRM, enabling an in-depth analysis of giving trends and histories to anticipate future donor actions. This functionality allows for personalized donor interactions based on distinctive forecasts. Various organizations, from small grassroots movements to large-scale international nonprofits, value how Dataro improves their capacity to run successful fundraising campaigns. With fundraising insights readily available, teams can track results instantly and benchmark their achievements against similar entities to foster continuous improvement. Furthermore, Dataro simplifies the development of fundraising-oriented content that adheres to brand guidelines, allowing for faster delivery of customized communications to donors. This streamlined process not only saves valuable time but also fortifies donor connections, ultimately leading to greater success in fundraising endeavors. By providing actionable insights, Dataro empowers organizations to make more informed decisions that could significantly enhance their outreach efforts.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Wealth-X

Company Location

United States

Company Website

wealthx.com/products/screening

Company Facts

Organization Name

Dataro

Company Location

United States

Company Website

dataro.io

Categories and Features

Categories and Features

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