Claritas PRIZM Premier vs. WealthBlock

• Nielsens account managers are amazing. I could brag about my account rep forever.
• Get onsight training, it helps the process start at lightspeed.
• Importing external information into consumerpoint is tricky, but super fast once it is learned. I'm pretty tech saavy and I did it wrong initially. Formatting is finicky. That's part of why the onsight training is so great.

Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.

• Segmentation.
• Media targeting and buying.
• Behavioral research.
• Purchasing behaviors.

• Superior UI/UX. Our LPs and staff love it. Very intuitive.
• Well thought out and integrated features and designs. Truly a one-stop solution.
• Great customer service. Very responsive.
• Fast deployment of new features and enhancement.

• I would like better projections for micromarkets, such as non US Census metro areas.
• Organic segmentation can be very time consuming, but it always is.

• Compared to other LP portals, it is not cheap.
• As it's a new firm, time is needed to prove its performance consistency.
• Rapid release of new features and enhancement requires more training.

It can be expensive, but the strategic insights you get from it are unreal. It is one of those products that we now wonder what we did without it. Segmentation is a must in whatever business and PRISM makes it significantly easier. We reviewed several synthetic and organic segmentation methods, including ESRI and k means clustering analysis, and PRIZM is by far the best.

WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.

• Definitely a return on investment. We have been able to make much better use of our media buys. We have seen conversion rates skyrocket because of the targeting we were able to do.
• Our media buys were much more cost efffective. An example is the TV listing pages of the newspaper was cheaper than the front page for certain segments.
• It has helped support expansion into a new market for our health insurance products.
• We are able to design products based on the populations needs and behaviors rather than what someone heard.
• We were also able to map risky health behaviors across our service area and target the unhealthy by zip code.

• Saved at least $50,000+ a year by replacing other disjointed tools
• Dramatically improved our team productivity with a lot less human errors
• With increased efficiency, our team is expected to take on a lot more investors