Become a Data-Driven Marketer

WealthEngine uses predictive analytics to discover your ideal client, donor or investor, targeting those with the highest propensity to buy, invest or donate and giving you the insights to engage them effectively. WealthEngine predictively scores and segments your customers and prospects - even the ones you haven't yet engaged, allowing you to prioritize your sales and marketing efforts, take on new markets, and cross-sell/up-sell new products.

“We knew it would be helpful to have the wealth information to help us qualify leads in real time. But the unexpected bonus is gaining the granular level of insight that enables us to build trips to fit who our prospects are as people.”

“As sales and marketing professionals, we constantly have to think of new and different ways to grow your business. Putting WealthEngine into the mix and using it to hone in on our target audience has been an effective approach for us.”

“The luxury experience for the customer begins earlier - with the marketing. So we’re now practicing a kind of ‘concierge marketing,’ more personalized, more individual.”

Call us at 877.927.8071 to find out more.

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