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

Being a CMO means traveling. A lot. Being a 2-continent dad, also means traveling.  A lot. (It also means I write and tweet less!!). Last week was one of those weeks….starting in the UK and then taking me on to the JCK Conference in Las Vegas on Wednesday, where I hosted a panel “Changing the Game: Big Data in Retail”.  The panel’s message was clear….big data’s biggest impact in retail for the foreseeable future will be to support better prediction around which prospects and customers are buyers and which are not!  

In between traveling across several time zones, I...Read more

WealthEngine is excited to partner with Attentive.ly to bring wealth intelligence together with social engagement. Hear from Attentive.ly CEO, Rosalyn Lemieux, on why they decided to join forces with us.

How were you first introduced to WealthEngine? 

We were first introduced to WE at the Nonprofit Technology Conference. With data driven fundraising on the rise, they immediately caught our attention with their innovative solutions around data driven marketing in an area (nonprofits) with few players. We were drawn to WE’s forward-thinking, yet incredibly practical, use of social data for modern fundraising, and have come to see WE as a key leader in the fundraising data space, who is also used by many of our customers.

When it comes to your current customers, what does the demand look like for solutions to help personalize communication?...Read more

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