For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen.

Prospect Intelligence and Audience Development for Financial Advisors

1st Global uses FindWealth 8 and Batch Express to create targeted prospecting lists for their affiliated firms and to customize research results to support their client strategies. With WealthEngine, they’re able to help their firms leverage wealth indicators in order to strengthen their relationships with existing clients and introduce themselves to new ones.

While the neighborhood one lives in is usually a pretty good indicator of wealth, it’s not the only one. Using zip codes alone can make it hard for financial services firms to identify the “millionaire next door”. WE gives 1st Global the ability to uncover latent prospects, giving their affiliated firms a competitive edge.Read more

When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation.

To name a few highlights...

  • Launched WE Prospect (Self-service prospecting tool for audience development) and new API   
  • 51 new employees hired, including data science, product development, marketing, sales and human resources
  • ...Read more

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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