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Their Challenge
Since its inception in 2009, Parkview Financial had found it difficult and cumbersome to source the right investors for its private real estate funding opportunities - a challenge constantly faced by many players in the market.
Prior to becoming a FINTRX user, the team would spend hours on end trying to identify suitable family offices and registered investment advisors and track down up-to-date and actionable information on key contacts at those firms. This process was tedious and inefficient as the data was scarce, scattered, and often outdated or stale. The firm ultimately turned to FINTRX hoping to maintain credible and updated private wealth data for future prospecting opportunities.
The Outcome
With over 850,000+ family office & investment advisor firm & contacts records in FINTRX, Parkview Financial has been able to effectively streamline its family office and RIA research processes, and continues to strategize its approach to the market. With continuously updated information on family offices, wealth managers and key decision-makers in the industry, the team at Parkview can optimize its workflow and stay organized while accessing actionable data in a user-friendly platform.
By leveraging the FINTRX-native data fields on contact roles & responsibilities, the Parkview Financial is able to easily target the right investors and due diligence associates.
The FINTRX platform has allowed the team to segment 730,000+ family office and registered investment advisor contacts to form core lists of targeted individuals that would be interested in its Real Estate Private Debt Funds and enhance them with direct contact information, education & work backgrounds, and personal interests. By partnering with FINTRX, Parkview has streamlined their research and prospecting efforts, saving valuable time and boosting their deal flow.
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