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DIRECT CRM INTEGRATIONS
Access Family Office and RIA Data Directly in Your CRM
Maximize every outreach and opportunity with both firm and contact level information available to your entire team in your CRM.
DIRECT INTEGRATIONS WITH LEADING CRM SYSTEMS
Supercharge your sales and marketing
Identify ideal prospects
Efficiently map the global family office & RIA ecosystems with data directly in your CRM
Build targeted marketing lists
Access key contact data to personalize your marketing communications and maximize conversions
Monitor news and trends
Real-time updates of notable news and trends to help you get in front of prospects and prep for meetings
Trust your data
Create new leads and update existing contacts based on FINTRX's indistry-leading private wealth data.
DIRECT CRM INTEGRATIONS
Real-time updates
FINTRX integrations enable seamless data transfer and synchronization across platforms.
- Send FINTRX records directly to you CRM
- Keep records up to date automatically in real-time
- Generate new leads and keep existing records up to date
DIRECT CRM INTEGRATIONS
Comprehensive coverage
Access profiles on 4,200+ family offices, 750,000+ registered reps, 40,000+ RIAs.
- Lists, firms, and contacts for streamlined organization
- News mentions related to firms and contacts to stay informed
- Detailed firm investment activity to identify opportunities
- Contact passions and interests for personalized engagement
DIRECT CRM INTEGRATIONS
Enrich your existing data
Utilize FINTRX’s fuzzy match process to amplify your already existing data in CRM instances and map new data on top of previous native records.
Frequently Asked Questions
Does data from my CRM sync to FINTRX as well?
I don't use one of the CRMs listed as a direct integration. Can I still get FINTRX data in my CRM?
How long does the implementation take?
Do all users of my CRM need a FINTRX user account to access the data in my CRM?
Our Integration Process
Our native CRM integrations mean you can get up and running quickly without the need for custom integrations and extensive tech resources.
Step 1: Discovery & Planning
Meet with our Integrations Team to understand your existing systems, processes, and goals for an integration.
Step 2: Mapping & Configuration
Work alongside our Integrations Team to map FINTRX data points to your existing or new CRM fields.
Step 3: Testing & Validation
Guided testing exercise to ensure all data points are flowing into your CRM as anticipated.
RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
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