Every year consumers lament that they don’t even get through Halloween before they start getting inundated with holiday marketing pitches. This is compounded with the complaints companies are starting to receive around their remarketing. If a consumer has just made a purchase from a retailer, the last thing they want is a barrage of offers to buy the very same handbag they just purchased. Right?

So what can you do this year to improve your results and empower consumers to do more of their holiday shopping with you?

Here are a few tactics to incorporate into your overall...Read more

As WealthEngine’s CMO Mike Lees mentioned in a recent post, "big data" is being talked about everywhere. But before we get trapped under a mountain of data, let’s take a step back and look at what’s really important to track.

Of course customer data points vary depending on the industry and the channel in which you are focusing your marketing efforts on, but here’s the top five that we...Read more

We gathered marketing leaders in San Francisco to talk about how to scale marketing personalization with special guest, Bryan Kramer. Bryan Kramer is the CEO of Purematter, creator of #H2HChat on Twitter and author of the book “Shareology”, just released on July 14.

After the event, Bryan sat down with us for a Q&A.

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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about how fast-growth companies can scale the enormous amounts of...Read more

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about our approach to wealth intelligence as it pertains to a...Read more

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