One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a regular basis. Whether it’s during our weekly meetings with them to hear about new feature releases and what’s coming up on the roadmap, or providing them feedback from listening to the conversations our prospects and clients are having online and offline. With our suite of products and solutions, we help bring marketing technology to customers no matter where they are on the marketing technology spectrum. One customer might be working with our training team to learn how to run a screening for the first time while another might be collaborating with our API team about an integration between their shopping app and our real-time wealth insights. We are also continuously partnering with some of the most well-known CRMs and analytics platforms, too.

What about you and your company? How are you using marketing technology to stay ahead of the competition and grow your business?

Would love if you would join the conversation.


Michael Lees is Chief Marketing Officer at WealthEngine. His “Week in Review” is a weekly round-up of conversations, insights and inspiration he’s discovered around the web. Have something you want him to take a look at and weigh in on? Tweet him @michaeljlees and tag #WECMO.

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