At WealthEngine we are always looking for ways to make improvements and enhancements that increase ease and productivity for our clients. We recently launched our batch API. To explain why this is a big deal, we spoke with our API Evangelist TJ Stalcup.

Can you start by explaining what an API is?

API stands for Application Programming Interface. Sounds technical right? Here’s an example to help explain it. Think of a mobile or web application like Gmail...Read more

At the risk of dating myself, we’re going to take a trip down memory lane today. Let’s jump in the way-back machine and look at the business application journey since the 1990s. It’s interesting to see the evolution of business applications that companies have used over the years to run their business. When looking at accounting, bookkeeping, marketing, contact management, customer service, or any other functional software, there was one thing in common: everything was siloed.

Eventually this practice was looked at and the realization was made that we can...Read more

Welcome back to our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales! Throughout these posts, we are focused on using our real-time API connection. In Part 1, we discussed how to prioritize and understand your best leads . In Part 2, we talked about how you can...Read more

Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discussed how to prioritize and understand your best leads from the moment they first interact with you. In the second post, we talked about how you can get to...Read more

Welcome back to our 5-part blog series about how you can use wealth data to supercharge your real-time sales and marketing strategies through an API. In our first post, we discussed how to prioritize and understand your best leads from the moment they first interact with you.

This week, we move onto Part 2 where we’ll focus on how you can get to know your audience better. 

Do you know your customers? I mean do you ...Read more

Pages

Call us at 877.927.8071 to find out more.

Try us on for size and see how we fit!

Our team is standing by and ready to help.