WealthEngine brings premier wealth intelligence to advisors through world-class solutions and partners

April 4, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, continues to expand its presence in the financial services industry through partnerships with financial services institutions and financial advisors and solutions that best fit the industry’s needs.

The WealthEngine Platform provides powerful wealth intelligence to financial advisors through its search and prospecting solutions. With over 240 million consumer profiles, each with 1,500 attributes, nearly a half trillion data points are leveraged to provide powerful marketing intelligence. With WealthEngine, financial advisors can:

  • Find new wealthy prospects by creating actionable custom prospect lists
  • Pre-qualify incoming leads based on net worth, income, and current assets
  • Grow their book of business by gaining access to clients’ connections for referrals
  • Strengthen relationships by better understanding clients’ lifestyle and affinity

WealthEngine has taken steps to position itself as the premier partner for all financial service institutions:

Integrations with Key CRM and Marketing Automation Platforms

WealthEngine has continued to gain momentum in the financial space as a complete solution that can integrate with technology financial services organizations are using. In 2016, the organization integrated with two significant technologies – this Industry Leading Financial CRM and Marketo.

WealthEngine extended the capabilities of an Industry Leading Financial CRM through its wealth scoring, predictive analytics and precision prospecting tools. The organization also integrated its powerful wealth intelligence data with the Marketo platform.

This Industry Leading CRM and Marketo are commonly used by those in the financial service industry. Integrating WealthEngine into these powerful platforms helps to empower advisors to build deeper, 1-to-1 client relationships, be more productive, and engage more holistically with clients anywhere and on any device. It also enables customers to gain new insights, more precisely target prospects, and engage audiences in ways that improve conversion.

Engagement with RBC Correspondent Services and RBC Advisor Services

WealthEngine has recently started to work with RBC Correspondent Services and RBC Advisor Services, a full-service clearing, custodian, and brokerage firm for independent broker dealers and Registered Investment Advisors, to bring wealth intelligence to its advisors through RBC Marketplace. The collaboration deepens WealthEngine’s penetration of the industry as a resource for financial institutions.

“Our clients are interested in using real-time data to not only define their ideal client before cultivating a relationship, but to also identify assets held elsewhere by existing clients,” said Brett Thorne, Head of RBC Correspondent and Advisor Services.  “Having access to prospecting intelligence needs to be one of our solutions to help clients achieve their business goals and become their clients’ primary advisor.”

Release of Wealth Management Solution

WealthEngine has designed and released a Wealth Management Solution to fit the needs of any financial services organization. The solution is specifically designed for the financial services industry and contains product components best suited to your goals, whether you are an independent RIA looking for a starter package or a large financial institution looking to execute complex prospecting campaigns. The solution contains components of the WealthEngine Platform, including the ability to search for individuals, build ultra-segmented prospect lists, find connections amongst current and prospective clients, and much more.

“We understand the challenges financial advisors face,” said Mark Logan, President and CEO at WealthEngine. “In such a competitive industry, the importance of understanding your audience and finding ideal prospects to build your book are key. We are excited to help individuals within the financial services industry overcome these challenges with our world-class suite of products that are the perfect complement within an advisor’s tool belt to help find new clients and increase their wallet share.”

About WealthEngine
WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Named a Cool Vendor in Data-Driven Marketing by Gartner, marketers and fundraisers use WealthEngine's comprehensive insights to understand what drives consumer decisions and when best to engage them. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit wealthengine.com.

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. RBC is one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. RBC has over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 35 other countries. For more information, please visit rbc.com. ‎

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