Salesforce Expands Salesforce Analytics Cloud Ecosystem – Opening Up a New World of Insights for Every Business User

Salesforce (NYSE: CRM), the Customer Success Platform and world’s #1 CRM company, today announced that it has expanded the Salesforce Analytics Cloud ecosystem—opening up a new world of insights for every business user. Since launching the Analytics Cloud a month ago, more than 45 partners have joined the ecosystem. Now any custom analytics app can include industry-specific customer intelligence from the world’s leading information providers, including Dun & Bradstreet, Health Market Science and Thomson Reuters. In addition, new integration providers, ISVs and SIs—including Bluewolf,Capgemini, IBM Cast Iron and SnapLogic—will enable companies to extend analytics for almost any business need. The world’s most data-driven companies trust the scale and speed of the Analytics Cloud to empower every business user to know their customers in a whole new way.

WealthEngine Joins New Salesforce Analytics Cloud Ecosystem to Transform Data-Driven Marketing

Salesforce Analytics Cloud is the first cloud analytics platform designed for every business user, making it easier than ever for anyone to explore data, uncover new insights and take action instantly from any device

WealthEngine today announced it has joined the Salesforce Analytics Cloud ecosystem as a way to empower businesses to understand and connect with clients, partners and employees in a new, dynamic way.

WealthEngine provides data-driven solutions that help clients find, engage, and contact high potential clients and prospects. The company’s solutions enable clients to directly access data on more than 125 million households and 300 million individuals in the United States from within the world’s leading CRM platform.  As part of the Salesforce Analytics Cloud ecosystem, companies can now analyze both cloud and traditional data—leveraging all of their relevant data in one place.

Salesforce Analytics Cloud is the first cloud analytics platform designed for every business user, making it easier than ever for anyone to explore data, uncover new insights and take action instantly from any device. Businesses can now leverage WE’s industry-leading wealth intelligence and data insights within the Salesforce Analytics Cloud. This new way to access predictive insights allows businesses to drive precision targeting by using data science. Fundraisers can utilize the cloud analytics to uncover their highest potential donors, segment them, and develop targeted campaigns. Similarly, luxury and financial organizations can profile their best customers, target look alike prospects and engage with them directly.

Comments on the News

“Companies today are re-evaluating their infrastructure so they can move faster and be more flexible.  By leveraging the Salesforce Analytics Cloud, we are empowering both nonprofit and commercial organizations with a cloud-based solution to easily identify, understand and target high potential customers. Our clients gain a competitive advantage in growing their top line, increased marketing ROI and significant productivity gains in the way that customer information is exploited by the organization,” says Tony Glowacki, President and CEO of WealthEngine.

“The convergence of mobile, social and cloud computing has sparked a data revolution​, and companies today must leverage data-driven insights to connect with their customers in a whole new way,” said Keith Bigelow, senior vice president and general manager, Salesforce Analytics Cloud, Salesforce. “​Salesforce ​Analytics Cloud is the first cloud analytics platform designed for every business user​. W​ith partner​s​ such as WealthEngine joining ​the Analytics Cloud ecosystem,​ ​​​companies can extend analytics for every business need, making it easier than ever ​for anyone ​to explore and share data instantly, uncover new insights and take action ​from anywhere.”

WealthEngine and Salesforce Analytics Cloud Empower Customers to Transform Data into Business Insight

For more than 20 years, WE has developed solutions that provide clients with the deepest, actionable insights into their customers and prospects. Using our wealth intelligence and predictive analytics, WE has helped thousands of marketers, nonprofits and financial institutions create and implement personalized marketing and engagement strategies that drive bankable results to their bottom line. Now with the inclusion of WE in the Salesforce Analytics Cloud ecosystem, a new realm of possibilities exists for clients who use Salesforce. WE clients will be able to seamlessly visualize and understand the outputs from our predictive analytics and modeling services in real-time—all combined with the efficiency gains of a tightly integrated platform, allowing them to achieve even higher rates of success and deeper understanding of their customers and prospects.

Salesforce Analytics Cloud Opens Up Insights From Every Data Source—Now Anyone Can Build and Deploy Analytics for Any Business Need

Powered by the Wave Platform, the Salesforce Analytics Cloud enables admins, analysts, IT and developers to work closely with business leaders to empower everyone to make smarter, data-driven decisions in seconds. Wave is natively integrated with the Salesforce1 Platform and shares the same trusted single sign-on, data security and compliance features of the platform. This enables users to quickly drag and drop data from Salesforce, including data from partner apps built on the platform, to deploy sales, service and marketing analytics apps. In addition, developers and IT can use Wave APIs and other data connectors to easily connect to third-party data sources—from structured SAP and Oracle data to unstructured machine and social data. And because Wave is a platform, developers can also build custom analytics apps for any business function, or embed analytics into a new generation of apps and connected products for customers.

Interested in learning more about WealthEngine’s seamless integrations with Salesforce? Download more information today!

Additional Resources

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About WealthEngine (WE)
WealthEngineTM, Inc. is a leading provider of wealth intelligence and marketing services to nonprofit, luxury goods, retail, and financial organizations. The company’s unique data-driven approach to analytics, prospecting, and marketing has delivered actionable strategies and measurable results to more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit http://www.wealthengine.com.

Media Contact:
Maggie Fairs / Claire Shutt, Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

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WealthEngine Announces New Professional Services to Deliver Data-Driven Strategic & Tactical Solutions

WealthEngine, the leading provider of wealth intelligence, prospect and marketing services for nonprofits, healthcare, education, luxury goods and financial services, announces its new professional services team.  Headed by a new member of the WealthEngine executive team – Patrick Bischoff – the team’s mandate is to maximize customers’ investments and deliver tailored strategic and operational solutions to support their fundraising or sales and marketing programs.

Patrick Bischoff has been appointed to lead this new team as Senior Vice President of Professional Services. Mr. Bischoff has been a serial entrepreneur and investor and comes to WealthEngine with a breadth of expertise in business strategy, sales, operations and consulting from companies such as Arthur Andersen, CompuNet Computer AG (Partner), Saba (Co-Founder), World Energy Solutions (Investor, Board), GreenSmith Energy Systems (CSO, Board). In addition to his corporate posts, he has served and is serving on public and private company boards, led M&A, IPO, international expansion, business development, strategic alliances, and market penetration projects.

“As the company evolves with new data-driven marketing innovation, it is imperative we have dedicated strategic services that drive incremental value to our customers,” stated Tony Glowacki, CEO of WealthEngine. “We are thrilled to have Patrick lead the team.  With this team, he will provide consulting expertise to optimize performance in our customers’ organizations. It’s our mission to exceed our customers’ expectations and to maintain their loyalty for a lifetime. By delivering this new level of service, we hope to do just that. ”

WE is offering a range of programs designed to meet the needs of all of its customers, including WE Impact, WE Impact Continuum, and WE Quick Start. All packages are solutions-focused, results-driven offerings—designed to drive measurable results.

  • WE Impact: A structured, three-phased approach (Success Framework, Calibration, and Assessment & Measurement) looks at the client’s entire business to find ways WE can help you improve it.
  • WE Impact Continuum: Continued guidance and support after the expiration of WE Impact
  • WE Quick Start: A complete, on-site training and implementation package ― Everything needed to get up and running quickly, using fewer resources to do it, and using best practices to experience the full value of WE products and services

For more information, visit wealthengine.com or contact Patrick Bischoff at pbischoff@wealthengine.com.

About WealthEngine
WealthEngine™, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit www.wealthengine.com.

Media Contact
Maggie Fairs / Claire Shutt, Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

Little Big Data

The potential business value of big data continues to grow. Advocates claim that many industries and businesses, including wealth management, are just starting to tap into the wealth of “actionable intelligence” that is available as the amount of data keeps growing. The usual definition of big data (BD) cites three common criteria known as the “three Vs.” In a May 2013 report, “Big Data in Wealth Management: The Search for Customer Insight,” the consulting firm Celent “defines big data on three dimensions (volume, velocity, and variety), and the process includes capturing and gathering data, analytics, and visualization.” In addition, data can be structured (securities market data, for instance) or unstructured, such as email content.

WealthEngine Introduces New Corporate Branding and Website

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New name, branding, and website repositions company and conveys its core value proposition

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, announces its new corporate branding, including a new logo, website and product platform.

2014 has been a transformative year for WealthEngine (WE).  WE made significant changes to its leadership team, raised new funding, made investments in its FindWealth8 platform, and acquired new technology and expertise that will drive innovation in their 2015 roadmap and beyond.

WE’s rebranding represents a focus on people and partnership. Finding, understanding, and engaging people is at the center of what WE does and partnering with customers to maximize revenue, fundraising or investments is how we do it.  A new website has been rolled out as part of the rebranding (www.wealthengine.com) with a focus on targeting specific audiences with a simple and focused message.

“WE has introduced a lot of change this year across our team and our products.  WE is investing heavily in our leadership position in the non-profit market and using this expertise to branch out into new markets.  WE felt that all of this change “behind the scenes” warranted a new face…a more human face”, stated Mike Lees, CMO of WealthEngine “WE is in the people business and WE pride ourselves on partnering with our customers.  So, while we are not completely changing our company name, you’ll see a lot more WE and a lot less WealthEngine.  It’s an inclusive word, indicative of partnership and it gives us the opportunity to be creative in the use of grammar! WE likes to have fun!”

WealthEngine’s upcoming webinar on November 13, CEO Speaks: The WE Journey, will shed more light on WE’s new branding as well as share the company’s journey in 2014 and beyond. To hear more exciting insights from Tony Glowacki and Mike Lees, register here.

About WealthEngine (WE)
WealthEngineTM, Inc. is a leading provider of wealth intelligence and marketing services to nonprofit, luxury goods, retail, and financial organizations. The company’s unique data-driven approach to analytics, prospecting, and marketing has delivered actionable strategies and measurable results to more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit http://www.wealthengine.com.

Media Contact:

Maggie Fairs / Claire Shutt, Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148