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CASE STUDY

How Wells Fargo Advisors Leverages FINTRX

$1.9T+

Assets Under Management

12,000+

Financial Advisors

St. Louis, MO

Headquarters

Wells Fargo Advisors

Overview

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through approximately 12,000 Financial Advisors and referrals from over 4,000+ Licensed Bankers in Wells Fargo branches across the United States. 

 

Driven by a strong and abiding commitment to service, Wells Fargo Advisors help clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.

"FINTRX has done the hard work identifying single and multi-family offices across the world and bring the information you need to know in order to properly engage. The information FINTRX has is extremely difficult to find otherwise."

1612929012591
THOMAS GUTTERMAN
Financial Advisor, Wells Fargo
SUMMARY 

Case Study

Wells Fargo Advisors is a premier financial services firm serving investors worldwide through approximately 12,000+ Financial Advisors and referrals from over 4,000+ Licensed Bankers in Wells Fargo branches across the United States. 
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Their Challenge

Prospecting into the private wealth space is highly competitive and often cumbersome given the lack of information available, which leads to a common bottleneck to an industry that's highly sought after. Below, we outline how Wells Fargo Advisors uses the FINTRX Platform to solve this common pain point.

Since joining FINTRX, Wells Fargo Advisors has identified prospective clients, enriched initial dialogue, and effectively nurtured family office relationships. 

The Outcome

Prior to leveraging the FINTRX solution, Wells Fargo Advisors had limited exposure to the private wealth space and turned to FINTRX to facilitate a strategic plan for navigating the market. Thomas Gutterman, a financial advisor at Wells Fargo Advisors, outlines his initial pain point as "challenging and time-consuming when prospecting into the family office community" which prior to joining FINTRX, sharing ideas with intelligent family office decision-makers was a limited process.

Wells Fargo Advisors ultimately sought after the FINTRX solution to learn and connect with family offices, start a dialogue, develop relationships, and identify how they can add value so that business opportunities can organically come to fruition.

Today, Wells Fargo Advisors successfully use our extensive dataset of 3,100+ family offices and 16,000+ contacts to identify and build long-term relationships with single and multi-family offices across the globe.

"FINTRX has added tremendous value to my business. I have been able to create new relationships and share ideas with many smart individuals. The FINTRX platform has helped me really understand the family office business." - Thomas Gutterman, Financial Advisor at Wells Fargo Advisors

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