Customer intelligence can be the #1 differentiator – what sets you apart from competitors, what drives long-term brand loyalty. Now, consider it with real-time access. Bam!

Take this scenario: A customer purchases an item at your high-end retail store. You have their client record but you now use the WE API and immediately know their net worth, income, and real estate value. In a matter of seconds, you can start thinking about how to tailor your customer’s experience, deliver upgraded concierge services, and promote a premium line.

There are millions of transactions every day...Read more

WE has been committed to the evolution of the company — technology, sales, customer care, as well as instituting a new leadership team. Today, WE would like to personally introduce you to Mark Logan, our new CEO.

What interested you in joining WE?

From the beginning, it was all about the people that I met.  Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki.  Both are very passionate about the business and have styles and philosophies that are consistent to mine. In addition, they are both committed to our customers and to...Read more

This week, a few exciting changes were announced at WealthEngine headquarters. Tony Glowacki, WealthEngine’s CEO for the last fifteen years is now Co-Executive Chairman.

Mark Logan, WealthEngine’s COO & President will now be CEO for the wealth intelligence and predictive analytics solutions provider.

Here is Tony Glowacki’s letter sent to clients and partners this week...Read more

There comes a point in time when every business decides to expand outside of its current geographic boundaries. Local banks becoming regional banks. A retailer opening new boutiques. A real estate agent targeting buyers and sellers in new neighborhoods.

Expansion comes after initial success

It comes from knowing that what you supply - product or service - is in demand. So instead of starting from scratch and employing the tactics you used when you first launched your business, invest in analytics and data modeling so you can laser focus on finding those prospective customers within the boundaries of your expansion who look like your current customers.Read more

There’s a lot of hype around data driven marketing – and there’s certainly a lot of companies that claim they have the services you need to drive a data driven marketing strategy. But what does that really mean?

We know it’s about using unique data to remove the guesswork so you, as marketers and fundraisers, only engage with people most likely to buy, invest or donate.

Bottom line – it’s not just about data either. It’s about powerful insights that allow you to deliver value by engaging customers and prospects more effectively. Whether fundraising, marketing a luxury brand,...Read more

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