We were first introduced to WE at the Nonprofit Technology Conference. With data driven fundraising on the rise, they immediately caught our attention with their innovative solutions around data driven marketing in an area (nonprofits) with few players. We were drawn to WE’s forward-thinking, yet incredibly practical, use of social data for modern fundraising, and have come to see WE as a key leader in the fundraising data space, who is also used by many of our customers.

When it comes to your current customers, what does the demand look like for solutions to help personalize communication?

In our own client base, we see the demand for personalization to increase engagement with the goal of driving action. Specifically, our customers are looking for ways to reverse an industry wide decline in email conversions through greater personalization. They’re also looking to boost engagement on social and improve donor retention by using social listening to drive action on fundraising, advocacy, etc. through increased engagement.Read more

Were you able to attend the WealthEngine Luxury Marketing webinar last week? We had thought leaders in the affluence and luxury space sharing best practices around reaching the re-emerging affluent consumer.

In addition to sharing tweets around luxury marketing, there was also some great dialogue around personalizing messages to reach consumers more effectively and how nurturing our relationships with our customers can have a positive impact on our bottom line...Read more

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

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