Wealth Management
Prospect millions of people, directly or via their company, by 20+ variables including company momentum, industry, location, stage, funding status, and many more
Prospect potential clients inside of investor portfolios via intelligence from 500K+ investments across 10000+ investors
Filter prospects by your private information including activity and opportunity history, relationships and other private and custom data – something not possible on Linkedin, Zoom info, and elsewhere
Get the best introductions by mapping strongest relationships paths to companies of interest via Pathpower, which combines the entire firm’s social graph to chart ideal paths to company employees, investors, advisors and board members
Track the status of each client sales process, with full customization of opportunity stages and fields
Bring your own data with extensive support for ingestion and syncing of custom data from existing systems
Track key internal and external roles related to each client process with automatic activity updates
Identify and track your most valuable referrers of current and potential clients, advisors, and other valuable business relationships
Get alerted to job changes and updated contact information seamlessly with automated contact update, alerts, and smart-merge
Follow critical client company news and updates through our integration to Google News and associated alerts
Seamlessly track clients across years or decades of interactions with Privacy-first autosync of all emails and meetings with fully automated merge
Robust built in notes functionality with tables, images, files, and “@ mention”references allow you to “connect dots” across conversations
Integrates with your campaign management system (i.e. Mailchimp) to maintain a complete picture of candidate and client interactions with your content
Rings automatically keeps job, title and contact info updates for millions of people globally, so you don’t have to
Supplementary contact info is automatically synced from users’ inboxes and shown side-by-side with Rings global data
Rings automatically syncs your Ring's emails and calendar appointments, from G Suite or Office 365, and surfaces their contents and files on all of the right companies and people.
And with our smart visibility, you can rest easy knowing that their contents will only be seen by those you expect.
Stop relying on serendipity and clicking endlessly between screens and to gather insights.
Rings XRM connects the dots for you, surfacing critical interconnections between your business goals and your firm’s network, deal and activity history, and so much more.
Place yourself, your team or your entire company into our unique "Rings," with only those within that Ring being able to see the private data entered and synced from their colleagues.
Best of all, all Ringmembers still get the latest of Rings always-updated community dataset, right alongside!
We know every customer is different, so Rings was built for easy custom-tailoring: from investment types, to how you manage your network and the intricacies of your deal process.
With our wealth of market data, Rings already knows many of the people, companies and deals that matter to you and your “Rings Concierge” can fill in the rest - making onboarding a breeze.