At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about making data-driven marketing scalable.

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At WealthEngine, we know wealth. We also know how important marketing and building relationships are to our clients.

The entire WealthEngine team believes you can never stop learning: whether it’s knowing more about your customers and prospects or understanding what your ideal customers look like.

We also believe there’s a lot we can learn from leaders who are always looking at things a little differently, who are ahead of the curve and who are continually learning and sharing what they learn with others. These 10 Chief Marketing Officers do exactly this for the companies...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

Marketing is critical to the success of a company, right? You would think that this was a commonly held belief but the true test is if the CEO sees marketing as a high priority. Forbes talks about this in their coverage of the CMO Impact Study I tweeted last week.

Many small business embrace analytics to a degree through their website metrics and their email marketing dashboard and in many cases this is where their data-driven marketing begins and ends because many believe that anything...Read more

As a marketer, you strive to deliver a personal experience to your clients each and every time, right?  Much like a good concierge, you try to get to know your clients-- their mindset, interests, and passions. But what about before they even walk into your store?  Is your marketing using the same personal treatment to get a client to the door?

Think of it as Concierge Marketing.  You embrace a way of understanding, engaging and personalizing...Read more

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