As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting with your team. Last week, I tweeted what I think is some great advice on building a data-driven marketing team from Business2Community.

As we look at analytics to drive our business decisions as marketers, we need to make sure we don’t forget that marketing still requires creativity....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 data security.

Data security is a big...Read more

As marketers, data is at the forefront of everything WealthEngine does. And it’s becoming more complex each day. There are three main considerations to using data: access, insights and influence.

Where can you access the most insightful, actionable data using your Salesforce platform? How can you use that real-time access to drive business decisions and influence conversion?

The Salesforce Analytics Cloud is designed for the data revolution, making it easier than ever for anyone to explore data and take action...Read more

It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you.

Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As a CMO myself, I know how important it is to avoid working within a vacuum and to keep a constant read on the pulse of what is going on within our space. Learning from other marketing leaders like these keeps me inspired and it’s why I encourage the people on my own team...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 making data-driven marketing scalable.

...Read more

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