Wealth in the U.S. is growing. Affluent consumers have more cash post-recession and are ready to make investments. Whether in fashion, jewelry, auto, real estate – it’s not about the statement, but all about the sentiment. It’s about how that brand or product makes them feel. The aspirational consumer still exists but, it is the traditional luxury consumer who will build a long term relationship and be a brand ambassador.

I had the pleasure of hosting a webinar today, ...Read more

It was quite a busy week on Twitter last week. Predictive analytics and data insights are always on my mind and after returning from the Gartner Digital Marketing conference the week before, I’ve got data-driven marketing on the brain more than ever.

Last week I was sharing tweets around the many hats we, as CMOs, wear and how we can all get ahead, what data-driven marketing success looks like and customer-centric marketing. Because when it comes down to it...It really is all about the customer, isn’t it? Would love if...Read more

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 our employees.   

In time I met with Dawn Orr, Mike Lees, John Funge and others and I began to recognize the exceptional talent that Tony was able to attract to WealthEngine.   Working with this strong leadership group and with the entire WealthEngine team has been very inspiring.Read more

Create unique personas to drive segmentation of your audience to send personalized, meaningful messages that will rise above the noise.

Many organizations have a one-size-fits-all approach to fundraising appeals. It’s time to start thinking beyond age and giving history. Consider segmenting around lifestyle factors, behavior and affinity to other causes in the community

Donors and prospects may have a lot in common but send them a generic message and your communication will be overlooked:

The following best practices will help you create personas that you can use in your donor and prospect marketing and solicitation segmentations.Read more

For the last several years we have all been inundated with the admonishment to collect and use data in decision making.  As Joe Tish, Senior Manager for Client Success at Patron Technology suggests in his December 4 blog post, many are asking, "is this really something I can do at my organization?"

Using data wisely takes an organization-wide commitment:

There are steps you can take now to move your organization forward.  Last year we surveyed and interviewed organizations concerning their use of data and technology in making business decisions.  We surveyed a cross section of nonprofit organizations and received 1,126 responses, 11% of which were arts-related organizations.  Respondent organizations ranged in size from those with fundraising budgets of $10K and below to those with budgets of $25M and above.Read more

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