For the last several years we have all been inundated with the admonishment to collect and use data in decision making.  As Joe Tish, Senior Manager for Client Success at Patron Technology suggests in his December 4 blog post, many are asking, "is this really something I can do at my organization?"

Using data wisely takes an organization-wide commitment:

There are steps you can take now to move your organization forward.  Last year we surveyed and interviewed organizations concerning their use of data and technology in making business decisions.  We surveyed a cross section of nonprofit organizations and received 1,126 responses, 11% of which were arts-related organizations.  Respondent organizations ranged in size from those with fundraising budgets of $10K and below to those with budgets of $25M and above.Read more

Regardless of wealth, we all buckled down during the recent recession. But the economy has rebounded and there is endless opportunity for luxury marketers. There’s one caveat. Luxury marketers must be strategic in their approach and most of all, truly focus on the consumer. The era of the aspirational consumer is gone. Now, luxury consumers demand your full attention and welcome personalization and customization.

At yesterday’s Luxury Daily Luxury Insights Summit, we all walked away with a wealth of knowledge (no pun intended).  Cara David, managing partner of...Read more

Customer intelligence can be the #1 differentiator – what sets you apart from competitors, what drives long-term brand loyalty. Now, consider it with real-time access. Bam!

Take this scenario: A customer purchases an item at your high-end retail store. You have their client record but you now use the WE API and immediately know their net worth, income, and real estate value. In a matter of seconds, you can start thinking about how to tailor your customer’s experience, deliver upgraded concierge services, and promote a premium line.

There are millions of transactions every day...Read more

This week, a few exciting changes were announced at WealthEngine headquarters. Tony Glowacki, WealthEngine’s CEO for the last fifteen years is now Co-Executive Chairman.

Mark Logan, WealthEngine’s COO & President will now be CEO for the wealth intelligence and predictive analytics solutions provider.

Here is Tony Glowacki’s letter sent to clients and partners this week...Read more

There comes a point in time when every business decides to expand outside of its current geographic boundaries. Local banks becoming regional banks. A retailer opening new boutiques. A real estate agent targeting buyers and sellers in new neighborhoods.

Expansion comes after initial success

It comes from knowing that what you supply - product or service - is in demand. So instead of starting from scratch and employing the tactics you used when you first launched your business, invest in analytics and data modeling so you can laser focus on finding those prospective customers within the boundaries of your expansion who look like your current customers.Read more

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