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3 Challenges We Solve for Our Clients Targeting Family Offices


Like many companies, FINTRX evolved from a personal pain point - the inability to find updated, quality information on the private wealth and family office markets. Today, FINTRX is the result of years of client feedback, each looking for a better alternative to raising capital. As we continue our mission to keep users locked into the most actionable set of family office data available to the industry, our Client Success team works closely with each user to ensure they are reaping as much value from the product as possible. Read on for further insight into three major challenges clients previously faced, and how the FINTRX Customer Success team helps in solving them...

Challenge #1: Outdated Information Makes Research Efforts Fruitless & Time-Consuming

Almost any asset-raising professional will tell you, when it comes to conducting research on the family office landscape, the process is lengthy, frustrating, and all-around difficult. Over time, family offices have gained the reputation of being mysterious and guarded, not willing to disclose information about their past investments, the origin of wealth, and allocation preferences. This lack of exposure hinders the ability of asset-raisers to target family offices that are best suited for their investment needs. That is where FINTRX comes in. 

The Client Success team at FINTRX works to ensure every user has a customized account that brings value and ease to their individual workflows. We assign users a dedicated Client Success contact to walk them through the search filters and provide them with the tools to narrow down search results that best match their individual needs. This saves clients hours of laborious work sifting through unorganized and obsolete information. 

From there, we work with clients to produce auto-updated lists that are specific to their family office investor preferences. None of our data is static, and seeing as the family office space is constantly growing, we take as much of our client's leg work out as possible. Rather than spending time re-running searches to see if there have been any new updates, our users spend that time focusing on their prospecting efforts with their targeted investor contacts. 



Challenge #2: Finding a Productive Prospecting Pipeline

Today's prospecting environment is cluttered with various products that only assist with specific aspects of professional workflows. People find themselves using one system for documenting research, another for their CRM functions, and another to share information with team members. Having to switch between various products is tedious and inefficient, which is why the FINTRX platform is designed to streamline users' productivity. Specifically, the Customer Success team endeavors to centralize all of our client's processes to ensure that their asset-raising efforts are impactful and valuable.

When onboarding our clients, we show how to interact with the data in order to share with team members, plan travel through our 'Search Vision' feature, and how to utilize our "Industry News" module to stay current on relevant updates in the alternative investment industry. Additionally, within the FINTRX platform, we have built a full-service CRM space. This CRM module allows users to log any interactions with investors and contacts, plan events and establish reminders, as well as track any communication the user has with prospective investors. We help clients take advantage of all aspects of our platform in order to merge their workflow and save them both time and money. 



Challenge #3: Obscure Family Office Landscape Leads to Prospecting Challenges

The FINTRX Client Success team takes clients beyond the basic understanding of our platform to help users navigate this opaque world. Our vast experience of working with professionals across every facet of the alternative investment realm has allowed us to relay the best practices that we then supply to our clients. For example, we work with users to find and leverage commonalities they have with family office contacts. Much like networking, when people have shared commonalities, they are more likely to have warmer conversations, schedule another meeting, and build a valuable rapport. Using past education and employment histories, as well as LinkedIn connections, can mean the difference between receiving investments or not. 

FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access, and map the private wealth ecosystem. Explore in-depth dossiers on each family office and investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, and advisor growth signals amongst other key data points.

For an in-depth exploration of the FINTRX family office platform, request a demo below.



Visit the FINTRX Resource Library below for useful family office narratives, PDFs and guides to success.

FINTRX Resource Library


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