Wealth Management & Financial Planners

Wealth Management & Financial Planners

5 ways CoreLogic can help wealth managers and financial planners

CoreLogic can help improve client engagement and understanding of the value of your clients’ most valuable asset – their property. Our products and property insights data can be used in every stage of your client lifecycle; from seeking new business opportunities, growing the services to your existing client base and retaining valuable clients.

  1. Increase client retention by knowing when their property is listed for sale, thereby having a conversation at the right time
  2. Add value to your client relationships through regular reporting and property market insights
  3. Get a clear understanding of the property asset components of your client’s portfolio for your needs analysis and to plan conversations
  4. Uncover additional needs of clients by understanding the value of their property
  5. Create contact lists to generate new business with intelligent filtering systems that can be used to identify and categorise new prospects
Frequently Asked Questions

How can we use your data to grow existing customers and target new customers?

How can property data help me understand my client’s wealth?

About CoreLogic

CoreLogic Australia is a wholly owned subsidiary of CoreLogic (NYSE: CLGX), which is the largest property data and analytics company in the world. CoreLogic provides property information, analytics and services across Australia, New Zealand and Asia, and recently expanded its service offering through the purchase of project activity and building cost information provider Cordell. With Australia’s most comprehensive property databases, the company’s combined data offering is derived from public, contributory and proprietary sources and includes over 4.4 billion decision points spanning over three decades of collection, providing detailed coverage of property and other encumbrances such as tenancy, location, hazard risk and related performance information.

With over 20,000 customers and 150,000 end users, CoreLogic is the leading provider of property data, analytics and related services to consumers, investors, real estate, mortgage, finance, banking, building services, insurance, developers, wealth management and government. CoreLogic delivers value to clients through unique data, analytics, workflow technology, advisory and geo spatial services. Clients rely on CoreLogic to help identify and manage growth opportunities, improve performance and mitigate risk. CoreLogic employs over 650 people across Australia and in New Zealand. For more information call 1300 734 318 or visit www.corelogic.com.au.

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