Firms rely on Palisade Advisory to onboard clients in hours, not days
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Prospect research
Spend more time on proactive pipeline-building and enter every prospect conversation with an understanding of their interests and propensity to give. From their donor history to their professional and personal background.
Donor due diligence
Cast a wide lens on donors and their associated risks, from sanctions to allegations, corporate structures to key associates, and their wider online reputation. Uncover deep insights, not surface-level responses.
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Collect visitor’s submissions and store them directly in your Elementor account, or integrate your favorite marketing & CRM tools.