Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discussed how to prioritize and understand your best leads from the moment they first interact with you. In the second post, we talked about how you can get to...Read more

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights.

We’ve put together this infographic with five suggestions to give your engagement strategies a boost.

To get more information on how you can leverage real-time wealth insights download our full eBook now - 5 Benefits of Real-Time Wealth Insights....Read more

Let’s spend this week diving into a story.

Three years into a stalled capital campaign, an arts nonprofit finally engineered bond financing in order to build the facility that the then-executive director and the board were determined to have.  A consultant was hired, changes were made, but despite all that, the campaign wasn’t completely successful.  Now, with the building built and five years removed from the campaign, the organization...Read more

Welcome back to our 5-part blog series about how you can use wealth data to supercharge your real-time sales and marketing strategies through an API. In our first post, we discussed how to prioritize and understand your best leads from the moment they first interact with you.

This week, we move onto Part 2 where we’ll focus on how you can get to know your audience better. 

Do you know your customers? I mean do you ...Read more

Fall and holiday planning is in full swing and customer-centric brands have an opportunity to drastically improve the consumer experience – with wealth data. Wealth data has become the “must have” data point for brands and retailers who know how to maximize their consumer marketing and create the most relevant and profitable experience for each segment of their database.

The emergence of new structures for rich data allows for the unprecedented ability for brand marketers to truly deliver highly personalized, one-to-one e-commerce experiences. As we know, today's consumers are pros...Read more

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