DIRECT CRM INTEGRATIONS

Access the Industry's Most Trusted Wealth Data in Your CRM

Maximize every outreach and opportunity with both firm and contact level information available to your entire team in your CRM.

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FINTRX
DIRECT data INTEGRATIONS WITH LEADING CRM SYSTEMS
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Direct CRM integrations

Supercharge your sales and marketing with data delivered where you work.

01

Identify Your Ideal Prospects

Efficiently tap into the global private wealth ecosystem with live, accurate data on firms and contacts directly in your CRM.

02

Build Targeted Marketing Lists

Segment the market and access verified contact information to ensure you reach the right person at the right time.

03

Monitor News & Trends

Access real-time updates of notable news and market trends to help you get in front of prospects and prep for meetings.

04

Gain Trust in Your CRM Data

Uncover new opportunities and enrich existing contact data based on FINTRX's industry-leading private wealth data.

Direct CRM Integrations

Comprehensive Data Coverage

Access detailed profiles on private wealth firms and contacts, including RIAs, broker-dealers, wealth teams, family offices, endowments & foundations, and banks & trusts.

  • 01Lists, firms, and contacts for streamlined organization
  • 02Detailed firm investment activity to identify opportunities
  • 03Contact passions and interests for personalized engagement
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Firms45,000+ Reps780,000+ Wealth teams27,000+
FirmTypeAUM
Oppenheimer & Co.Broker-dealer$118B
Sandhill FiduciaryRIA$1.27B
Harbor Point TrustBank & trust$8.4B
Kestrel Family OfficeFamily office$640M
Alder Grove EndowmentEndowment$2.1B
Commonwealth FinancialBroker-dealer$309B
Jason B.Managing Director
Verified contact
BranchBurbank, CA
Mobile(555) 123-4567
Rep AUM$201.0M
Industry tenure12 years, 3 months
InterestsSailing, alumni board
Contact detail
623 firms matchedContacts on every rowPush to CRM
Direct CRM Integrations

Real-Time Updates

FINTRX integrations enable seamless data transfer and synchronization across platforms, keeping your records up-to-date — automatically.

  • 01Send contacts, firms, and lists directly to your CRM
  • 02Keep records up-to-date automatically in real time
  • 03Generate new leads and keep existing records current
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BD BD Wealth Advisors
LocationColumbia, SC
Year founded2020
Total AUM$3.56B
Office phone(843) 555-1234
Contacts14 attached
FINTRX record
Account · Salesforce Syncing
Account nameBD Wealth Advisors ✓
Billing cityColumbia, SC ✓
AUM (custom)3,560,000,000 ✓
Phone(843) 555-1234 ✓
Related contacts14 created ✓
Written to CRM
FINTRX CRM Integrations
Selective Sync

Sync what you want, not everything

Most providers push their whole database into your CRM and leave you to sort it out. FINTRX syncs at the record level. Choose the records you want so your CRM only holds the accounts your team actually works.

  • 01Push a single record on demand or sync a dynamic list
  • 02No full-database dump, no CRM cleanup afterwards
  • 03Add or remove records from a sync at any time
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Choose what syncs · Salesforce 3 selected
  • Boston RIAs · $1B+ 142 firms · 618 contacts List
  • Private credit allocators 64 firms · 210 contacts List
  • Meridian Wealth Partners Boston, MA · $3.2B AUM Firm
  • Jason Brenner · CIO Meridian Wealth Partners Contact
  • Q3 conference follow-up 38 firms · 96 contacts List
  • Charter Oak Advisors Hartford, CT · $2.7B AUM Firm
Records written to your CRM
Full-database sync 45,000 firms, all of them FINTRX selective sync 207 firms you chose
Record-level controlAdd or remove any timeNo CRM cleanup
Direct CRM Integrations

Enrich Your Existing Data

Utilize FINTRX's direct enrichment and fuzzy match processes to amplify your existing CRM data and map new data on top of previous native records.

Field mapping · HubSpot contact Fuzzy match · 96% confidence
FINTRX field Matched CRM property
TitleVice President
Job titleVice President ✓
Branch locationSan Francisco, CA
CitySan Francisco, CA ✓
Rep AUM$201.0M
AUM (new property)201,029,337 New
Industry tenure12 years, 3 months
Tenure (new property)147 months New
Email addressgeoffrey@firm.com
Emailgeoffrey@firm.com ✓
Records matched 18,402 Fields appended 61,730 Duplicates merged 1,164 Native values kept 100%
SalesforceHubSpotMicrosoft DynamicsDealCloud
Our Integration Process

Three easy steps. White-glove service.

Our native CRM integrations mean you can get up and running — quickly and without extensive tech resources.

⌕ STEP 01

Discovery & Planning

Meet with our integrations team to understand your existing systems, processes, and goals for an integration.

◈ STEP 02

Mapping & Configuration

Work alongside an integrations specialist to map FINTRX data points to your existing or new CRM fields.

→ STEP 03

Testing & Validation

Our team will walk you through a guided testing exercise to ensure all data points are flowing into your CRM as anticipated.

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Speak to a CRM integration expert today.

Learn how you can book more meetings, increase efficiency, and expand your network with FINTRX data — delivered where you work.

Speak to an Expert