ResearchPoint

  • overview
 

Overview

ResearchPoint™ is a web-based prospect management tool that efficiently manages vast amounts of critical prospect data and optimizes your research process. By segmenting your data and giving you numerous reporting options, you can make more strategic decisions and build a stronger prospect pipeline.

 

ResearchPoint at a Glance:

Save time

ResearchPoint saves significant time during the research process – through unmatched automation, reporting and search capabilities.

  • Get alerts for new biographical, asset, and affiliation data found
  • Generate complete prospect profiles with one click and use time-saving wizards
  • Create research groups of any size to screen numerous individuals at once
  • Take free training, right from within the software

Learn more about ResearchPoint

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Identify new contacts (even with partial information)

The Prospect Quick Search tool in ResearchPoint makes “cold prospecting” a breeze by allowing you to search for new contacts, even when you only have partial name and address information. From there, you can create a constituent record and begin the cultivation process for qualified prospects.

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Be confident in your data

ResearchPoint provides utmost data confidence through confirmed asset information.

  • Receive nightly data refreshes, so you are constantly getting new information on prospects
  • Perform unlimited wealth screenings, helping you uncover new and current information on prospects
  • Identify new contacts, so you can begin cultivating even when only partial information is available

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Our award-winning support team & sales representatives are standing by to help!

contact a specialist now: 800.443.9441

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