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 how fast-growth companies can scale the enormous amounts of data.

For an organization that has an aggressive growth plan, what’s your advice for scaling data to keep up with that growth?

As your organization grows, it will be more important to automatically collect data that feed metrics that are used to drive the strategy of the business. Collecting marketing data from your website, using web analytics tools like Clicky or Chartbeat along with marketing automation data using tools like Marketo will be important. As your customer base grows, better segmenting your customers so you can have a more effective sales process will be important.

On the operations side of your business, leveraging tools and technology that can horizontally scale with your business is very important. Leveraging cloud services, such as Amazon Web Services can allow your business to incrementally scale its data tracking and storage infrastructure as your business grows.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.



Leo Scott is the Chief Technology Officer at WealthEngine.  As an accomplished business executive who founded a number of startup ventures and has worked with a variety of large public companies, Leo has spent the last 20 years building technologies that harness massive amounts of data and enable businesses and consumers to more easily interact with that data through Internet and mobile technologies.  Over the years, he has maintained a hands-on level of experience with the latest technologies, not only tracking the latest trends and tools, but working to develop a deeper working knowledge of new technologies allowing him to see technical approaches and opportunities in unique ways rarely seen by other individuals.

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