Are you going to Dreamforce?

We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone.

Whether you’re new to WealthEngine or you’ve been using our FindWealth platform for years, you probably haven’t fully experienced one of our newest members of the WE family - WE Prospect.

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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
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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

As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting with your team. Last week, I tweeted what I think is some great advice on building a data-driven marketing team from Business2Community.

As we look at analytics to drive our business decisions as marketers, we need to make sure we don’t forget that marketing still requires creativity....Read more

It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you.

Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As a CMO myself, I know how important it is to avoid working within a vacuum and to keep a constant read on the pulse of what is going on within our space. Learning from other marketing leaders like these keeps me inspired and it’s why I encourage the people on my own team...Read more

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