Get Rid of the Guesswork
The standard prospecting procedure goes like this: make some educated guesses about your ideal customer, fill the funnel with as many names as possible, and let sales and marketing find out which ones are viable. But what if, by understanding past customer success, you could prospect to people with characteristics in common with your best customers? That’s what WE does. We’re data scientists, so you don’t have to be. With predictive analysis and modeling, we find new high-net-wealth prospects by deepening the data for your best existing customers or donors. You’ll be able to predict how much they’ll spend, invest or donate, and when they’re likely to do it. It’s data, but it’s science – hundreds of wealth data points and proprietary algorithms. For you, though, it’s the right results.