Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every year because we see the value Salesforce brings to the industries we serve. It’s why we’ve decided to partner with Salesforce and invest resources to bring our solution to the AppExchange. We’re also proud of our growing relationship with Salesforce and our inclusion in the Sales Analytics Cloud.

If you aren’t familiar with WealthEngine, we make amazing data incredibly easy to access through Salesforce in two ways: our apps in the Salesforce App Exchange and the Salesforce Analytics Cloud.



Several executives on our leadership team will be at Dreamforce this year and would love to meet you there. You can set a meeting with them or you can plan to connect at one of the sessions during the conference. Here are the must-attend sessions on their radar this year.


Mark Logan, CEO

For nonprofits who have adopted Salesforce and implemented across their teams, Mark recommends this session: Checkpoint: What Does a Nonprofit Look Like One Year After Adopting Salesforce. The natural next step is to work to incorporate wealth scores so fundraising teams can access all of their prospects and up-to-date intelligence around their propensity to give all in one place.

Many wealth managers, from large firms to independent advisors with small teams, leverage WealthEngine to reach their business development goals. For those who are looking to take their business to the next level, Mark suggests attending the session: Supercharge Your Wealth Advisory Teams.


Rob Hines, CRO

Rob recently joined WealthEngine after leading a regional sales team at Salesforce. To really see firsthand the power of how Salesforce and WealthEngine drive large gift amounts, he recommends the session Major Donor Fundraising with Salesforce + WealthEngine, where Marsha Sussman, the Vice President for Fundraising Operations, Analytics and Direct Response for The Jewish Agency for Israel, will share her experience and best practices.


Mike Lees, CMO

Mike knows nonprofits have a lot of apps to choose from and that visiting the app exchange can be overwhelming and exciting at the same time. If you can relate, Mike suggests attending the session AppExchange for Nonprofits: Speed Dating: Hot Apps You’ll Fall in Love With, where you’ll learn about some of the best apps to optimize your fundraising and operations across your team.


John Funge, SVP Product

John is passionate about understanding trends and advances in technology that will shape how and why our customers use data for decision making. That’s why he recommends the session  Vital Trends in Digital/Social Impacting Your Business in 2015 and Beyond.

Also, John plans to attend the Keynote: Precision is the Future of Financial Services, where Salesforce’s GM of Financial Services and Barclays Mortgage’s CEO will share what we can expect to see disrupting the financial services industry and how Salesforce will play a part in this revolution.

If you are attending Dreamforce, we hope to see you there. You can find us at the Foundation Zone and on the Expo floor at booth N2003. If you’d like to set a meeting with someone from our product, marketing or executive teams, you can do that too. Bookmark our WealthEngine Dreamforce microsite for easy reference.



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