You’ve got the social proof that referral marketing works. But how well is it working for you?

While an endorsement from a family member or friend holds stronger influence than most advertising and marketing channels, are you doing everything you can to optimize conversions after the initial referral takes place?

Immediate credit toward product and services can be enticing for some but if they’re still on the fence or not ready to buy, how are you engaging them in a way that will keep their attention and keep you top of mind?

Try segmenting based on wealth...Read more

When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation.

To name a few highlights...

  • Launched WE Prospect (Self-service prospecting tool for audience development) and new API   
  • 51 new employees hired, including data science, product development, marketing, sales and human resources
  • ...Read more

As part of our effort to assist the development community in getting up and running with the new WealthEngine API we are happy to announce the release of our first SDKs. Through a partnership with developer Zack Proser we have released an initial round of SDKs for Node.js, PHP and Python. Our Node.js SDK is also available as an NPM module allowing quick and easy implementation of the WE API into your development project.

Proser says:...Read more

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 ...Read more

Customer intelligence can be the #1 differentiator – what sets you apart from competitors, what drives long-term brand loyalty. Now, consider it with real-time access. Bam!

Take this scenario: A customer purchases an item at your high-end retail store. You have their client record but you now use the WE API and immediately know their net worth, income, and real estate value. In a matter of seconds, you can start thinking about how to tailor your customer’s experience, deliver upgraded concierge services, and promote a premium line.

There are millions of transactions every day...Read more

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