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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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

We know that data-driven marketing is becoming more critical to marketers and fundraisers. One doesn’t need a crystal ball to know it will continue to influence what we build and execute in 2016. Let’s be clear, it’s not about more data, but data that can drive business decisions. Company leaders, especially within the C-suite, are considering how they will define their own vision of a data-driven company, the metrics required and how to adopt predictive prospecting as a strategy.

In a recent webinar,...Read more

For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen.

Prospect Intelligence and Audience Development for Financial Advisors

1st Global uses FindWealth 8 and Batch Express to create targeted prospecting lists for their affiliated firms and to customize research results to support their client strategies. With WealthEngine, they’re able to help their firms leverage wealth indicators in order to strengthen their relationships with existing clients and introduce themselves to new ones.

While the neighborhood one lives in is usually a pretty good indicator of wealth, it’s not the only one. Using zip codes alone can make it hard for financial services firms to identify the “millionaire next door”. WE gives 1st Global the ability to uncover latent prospects, giving their affiliated firms a competitive edge.Read more

As WealthEngine’s CMO Mike Lees mentioned in a recent post, "big data" is being talked about everywhere. But before we get trapped under a mountain of data, let’s take a step back and look at what’s really important to track.

Of course customer data points vary depending on the industry and the channel in which you are focusing your marketing efforts on, but here’s the top five that we...Read more

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