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FINTRX Launches DealCloud CRM Integration

Written by Emery Blackwelder | Jan 14, 2025 1:34:43 PM

FINTRX is proud to announce the newest addition to its native CRM data integrations: Intapp DealCloud. One of the cornerstones of FINTRX's dedication to providing a best-in-class user experience in financial data intelligence is native CRM integration capability. By offering seamless data integration with popular CRM systems such as Salesforce, HubSpot, Dynamics and more, FINTRX empowers users with instant access to millions of wealth management & investment datapoints within their existing workflow, saving valuable time, enhancing data insights, and ultimately increasing the ROI of their CRM software. With this newest addition to the FINTRX integration offerings, DealCloud users can now leverage FINTRX data directly within their daily tech stack.

Leveraging FINTRX integrations offers a strategic advantage for clients and prospects, streamlining data management processes and providing comprehensive industry insights. This newest integration with DealCloud is specifically designed to empower industry professionals with the tools and data to simplify workflows and make smarter business decisions every day.

 

Bespoke Financial Data Delivered Directly to DealCloud

DealCloud Integration: An Overview

FINTRX integrations provide access to comprehensive wealth management & investment data directly within users' existing CRM systems and workflows. This data includes detailed insights on investment preferences & activity, AUM & accounts, investment portfolios, growth signals, direct rep & advisor contact information and much more. By integrating FINTRX data directly with DealCloud, users are empowered to drive more business with enhanced data insights and streamlined workflows at their fingertips. Additionally, FINTRX integrations offer custom mapping options for each data field, ensuring that data is properly formatted and seamlessly integrated.

Integration Includes:

- 200+ available firm & contact fields
- Customized data syncs and mapping options for all fields
- Real-time data updates within DealCloud CRM

Sync:

- Lists, firms & contacts 
- Firm & contact news mentions
- Detailed firm investment activity
- Contact passions & interests

 

READ MORE: FINTRX Integrations: Streamlining Your Workflow & Boosting Efficiency  

Key Features of the DealCloud Integration

+ Seamless access to the expansive suite of FINTRX data--including family offices, endowments, foundations, RIAs, broker dealers, advisor teams, contacts, and custom lists--natively within DealCloud

+ Efficient prospecting and relationship management for FINTRX entities and key contacts

+ Real-time data updates ensuring consistent and accurate information at all times

+ Complete control of synced records & lists, data mapping and team-wide syncing permissions

+ Dedicated integration specialists and client success team ensuring smooth adoption and efficient workflows

Keep Track of:

- New direct investments and co-investments
- Investment preferences such as alternatives, industries, geography and stages of investment
- Changes investment portfolios and current ETF & equity holdings
- New fundraising activity and transactions
- Rep & advisor firm movement
- Changes in contact information such as email addresses and phone numbers 
- News mentions related to firms, reps and key contacts
- Firm attendance at industry conferences

 

Maintaining accurate and consistent data across platforms is crucial for successful prospecting and deal flow. FINTRX integrations provide industry professionals--such as asset managers, ETF distributors, recruiters and more--an easy, efficient, and effective way to access to the most accurate and actionable industry data available. The new DealCloud CRM integration empowers FINTRX users with a competitive edge, allowing them to build stronger relationships, save valuable time and resources, and ultimately drive more growth for their business.

About FINTRX

FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ financial institution & advisor records designed to help industry professionals identify, access and map the global wealth management ecosystem. FINTRX data intelligence covers over 70,000+ financial entities, including family offices, endowments, foundations, RIAs, broker dealers and advisor wealth teams as well as 750,000+ associated reps & key contacts. Data for every record within FINTRX is aggregated from various public & private sources and regularly verified by an extensive research team to ensure reliable, high-quality data.

Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows you to seamlessly track where capital is flowing, uncover allocation trends, break down investment data, understand market patterns, map business opportunities and much more.