Sales Intelligence

Boost your performance with our AI-driven wealth ecosystem. Uncover selling opportunities in your client base and utilize existing relationship capital to attract new clients.

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Wealth insights

By seamlessly linking your client data with our extensive entrepreneur and corporate universe, you can unlock a wealth of insights. Generate valuable client and target knowledge, transforming it into actionable information to enhance your decision-making processes. Leverage our unique "out of the box" and customizable wealth insights, including Wealth Community Memberships, Wealth Rating, Wealth Promoter Ratio, Cash Events, and other sales triggers, to gain a comprehensive understanding of your clients and prospects. Furthermore, enrich and streamline your end-to-end CRM process by automating it with value-adding information.

Reach the wealthy

Our AI recognises the best paths to connect to almost all wealthy individuals across Switzerland and Germany. It helps you to understand and evaluate which of your clients are of high promoter value and which can be an effective door opener to potential clients. Tailor your outreach strategy by identifying prospects that align with your strategic goals across various segments, including affluent, private banking, HNWI, and UHNWI. Deepen your understanding by gaining compelling insights into the foundation involvement of your clients or prospects, allowing you to strategically promote and enhance your institutional wealth business.

Main features

Client outreach

Supporting client outreach by providing valuable information and insights that enable more effective and targeted up-selling (share of wallet) and cross-segment selling (retail, corporate, foundation).

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Lead generation

Providing valuable information and insights that support the creation of target profiles and prioritization of potential clients across all asset segments.

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Sales pitch

Enables a persuasive, effective and tailored sales pitch through comprehensive, personalized dossiers on customers and prospects that provide insight into their business environment, the best ways to win them and the latest sales triggers.

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Market research

Improves market development by providing detailed, individualized entrepreneur dossiers that enable the recognition and holistic understanding of desired clients in defined target markets.

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Use Cases

You have the challenge,
we have the solution

We understand the diverse challenges in the financial industry and offer solutions for a wide range of liquid and illiquid assets. Find out how you can best use our products and services, separately or combined in our leading wealth data platform.

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Wealth Managers

Navigate the wealth management's dynamic landscape with ease. Overcome regulatory hurdles, adapt to changing expectations, and boost efficiency.
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Family Offices

Optimize office operations meeting your specific needs. From multi-bank reporting and managing diverse illiquid assets to wealth structuring for a comprehensive view of total assets.
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Institutional Investors

Investors, asset managers and pension funds benefit in many ways. Optimal asset allocation, precise risk reporting and solid decision-making for investment committees and boards.
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Banks

Accelerate data strategy from months to weeks. Build seamless client experiences that live up to the wealth transfer generation and impress with interactive multi custody reporting.
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Developers

Say goodbye to unstable APIs, complex systems and business logic. Elevate your development process and build future-proof investment and wealth management solutions effortlessly.
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Sales Intelligence

Boost your performance with our AI-driven wealth ecosystem. Uncover selling opportunities in your client base and utilize existing relationship capital to attract new clients.
Read more

Why our clients choose us

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.
David Schneider

David Schneider

COO, Verium AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.
Alexander Sinn

Alexander Sinn

Co-Founder and CEO of 47 Capital AG

Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.
Anthony Gimigliano

Anthony Gimigliano

Head Institutional Desk Swissquote

Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.
Sacha Fedier

Sacha Fedier

CEO VT Wealth Management

Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.
Patrick Marty

Patrick Marty

COO Finaport Group