WealthEngine Customers Can Now Personalize Interactions by Providing a 360-Degree View of Prospects and Clients

June 20, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, announced that its application is now Lightning-Ready and available on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in new ways. Lightning-Ready apps and components leverage the Lightning Framework to maximize productivity for business users by delivering a consistent experience on any device.       

First available on the AppExchange in March 2016, WealthEngine’s application establishes a powerful link between the WealthEngine Platform and Salesforce, allowing wealth management firms and financial advisors to tailor solutions for clients leveraging wealth intelligence. Advisors can better understand their clients and prospects, and quickly identify those with larger portfolios to manage. By storing WealthEngine’s unique data directly within Salesforce, this integration enables advisors to take advantage of powerful Salesforce functionality to enhance reporting, improve segmentation, build better campaigns, and more.

Built on the Salesforce Platform and powered by Lightning, WealthEngine’s Financial Services Cloud app is currently available on the AppExchange at:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JcirEAC

WealthEngine provides the following benefits for financial institutions and advisors:

  • Insight into the wallet share of existing clients by providing a complete picture of an individual’s wealth and assets
  • Deeper understanding of clients and prospects with detailed wealth, household, and interest data
  • More informed and comprehensive conversations with prospects, yielding higher close rates and faster throughput

"We are excited to be a fully-certified provider of consumer wealth data integrated with Salesforce Financial Services Cloud," said Mark Logan, CEO of WealthEngine. "WealthEngine directly impacts the most important needs of today's wealth advisors by providing a 360-degree view of clients’ assets and net worth. This allows for precise client prospecting and enhanced 1-to-1 personalized relationship building."

“Everyone and everything is getting smarter and more connected than ever before, and companies are looking to transform the way they connect with customers, partners and employees,” said Ilan Davidovici, Global Head of Wealth & Asset Management at Salesforce. “By leveraging the power of the Salesforce Platform, WealthEngine provides financial organizations with an exciting new way to engage with their clients.”    

About Salesforce Lightning
The Salesforce Platform is the world’s most trusted cloud platform for building enterprise apps—powering Salesforce’s own CRM apps, 3,200+ partner-built apps and more than 5.5 million custom apps built by customers. Salesforce Lightning is a modern framework that combines an intuitive user experience, component-based app builder and thriving ecosystem to enable companies to move even faster. The Lightning Experience brings a consumer-like interface to users that optimizes for any device, surfacing relevant information for each screen to streamline processes and make workflows more intuitive. The Lightning App Builder and the Lightning Component Framework empower developers and business users to build amazing apps even faster using a drag-and-drop library of more than 1,000 components available on the AppExchange. For more information about Salesforce Lightning, visit: https://www.salesforce.com/lightning/overview/.

About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on clients; and allowing advisors to engage more comprehensively with clients and their households on any device at any time.

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About WealthEngine
WealthEngine is the leading provider of predictive marketing analytics, audience development, and wealth intelligence services. Named a Cool Vendor in Data-Driven Marketing by Gartner, financial advisors and wealth managers use WealthEngine's comprehensive insights to find, understand, and engage with their clients and prospects. Headquartered in Bethesda, MD, WealthEngine provides clients in the United States with solutions that provide a complete picture of the people they already know, and tools to find new people they would like to get to know. WealthEngine works with financial services firms, luxury organizations, nonprofits, hospitals, institutions of higher education, political campaigns, advocacy groups of all sizes, and any other organization looking to use wealth data to enhance their efforts. For more information, please visit wealthengine.com. 

 

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