Attentive.ly Partners With WealthEngine, Here’s Why

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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?…

Continue reading “Attentive.ly Partners With WealthEngine, Here’s Why”

Mike Lees’ Week in Review: Luxury Marketing, Social Media, Personalization & More

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Were you able to attend the WealthEngine Luxury Marketing webinar last week? We had thought leaders in the affluence and luxury space sharing best practices around reaching the re-emerging affluent consumer.

In addition to sharing tweets around luxury marketing, there was also some great dialogue around personalizing messages to reach consumers more effectively and how nurturing our relationships with our customers can have a positive impact on our bottom line.

Won’t you join the conversation?

Michael Lees is Chief Marketing Officer at WealthEngine. His “Week in Review” is a weekly round-up of conversations, insights and inspiration he’s discovered around the web. Have something you want him to take a look at and weigh in on? Tweet him @michaeljlees and tag #WECMO.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.

WealthEngine and Attentive.ly Partner to Uncover Unique Donor Opportunities in Fundraising

Combining wealth intelligence with social listening delivers dynamic insights to target high potential donors

WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce its new partnership with Attentive.ly. New to the nonprofit community, fundraisers will now be able to leverage rich social behavior and proprietary wealth insights to segment donors, personalize messaging and inform donation requests.

Access to both WealthEngine and Attentive.ly can be integrated directly into an organization’s CRM platform. Thus, allowing fundraisers to identify the best prospects and create compelling, personalized, and targeted messages to boost the reach and impact of their donors and retention strategy.

“We recognized that there was a big market potential of using social listening to empower fundraisers. In fact, the average nonprofit has a network of 40 million when they account for the reach their supporters have on social,” stated Roz Lemieux, chief executive officer and co-founder of Attentive.ly. “Now, by leveraging WealthEngine’s wealth intelligence, fundraisers can develop even more strategic segmentation, targeting, and messaging to reach high potential donors and drive success for their fundraising initiatives.”

WealthEngine and Attentive.ly will continue to embark on joint marketing activities, targeting mutual clients with a need to leverage powerful donor intelligence and strategic communications.

“Having our proprietary wealth and P2G (Propensity to Give) scores available to our mutual clients fills a critical market need to integrate donor social intelligence with comprehensive wealth insight,” said JB Rauch, Vice President of Channels at WealthEngine.  “We are excited by the depth of insight that our partnership can afford our mutual customers.”

For more information on WE’s wealth intelligence solutions, visit WealthEngine or contact JB Rauch, VP, Channels at 240-786-3493 or email jrauch@wealthengine.com.  For additional information, visit Attentive.ly or contact Roz Lemieux at roz@attentive.ly or 202-640-1769.

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.

About Attentive.ly
Attentive.ly drives engagement with your campaigns by turning quiet supporters into vocal advocates. Our plug-and-play solution enriches CRMs with actionable social behavior data for radically improved response. We power influencer engagement, fundraising, and advocacy campaigns. We have worked with over 165 brands across the non-profit, commercial and political space helping them understand their supporters and boost engagement. For more information, visit www.attentive.ly.

Media Contact
Robin Bectel, Allison+Partners | 571-.312-1448 | wealthengine@allisonpr.com
Jackie S. Graziano, WealthEngine | 240-483-4912 | jgraziano@wealthengine.com
Jeanette Russell, Attentive.ly | 406-880-5638 | jnet@attentive.ly

Money Can’t Buy Me Love…or Can it? What Luxury Marketers Need to Know

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Wealth in the U.S. is growing. Affluent consumers have more cash post-recession and are ready to make investments. Whether in fashion, jewelry, auto, real estate – it’s not about the statement, but all about the sentiment. It’s about how that brand or product makes them feel. The aspirational consumer still exists but, it is the traditional luxury consumer who will build a long term relationship and be a brand ambassador.

I had the pleasure of hosting a webinar today, Engaging The Re-Emerging Affluent Consumer, with Steve Kraus, SVP, Chief Insights Officer at Ipsos and Ginette Wright, VP of Luxury Marketing at NRT.

From the Ipsos Affluent Survey, Steve shared the latest data showing that Affluent optimism about the economy is nearly at a 4-year high, and is particularly strong among sub-segments such as Affluent Millennials, Affluent Men, and Ultra Affluents ($250k+ HHI).  As a result, he finds that Affluents are “rising up the hierarchy of needs,” and spending more in highly-discretionary areas such as travel, leisure, experiences and luxury.  Looking ahead, Affluents are expecting a better year in 2015, both personally and economically, and this optimism is shaping their willingness to spend, as well as their desire to be more aggressive with investments than last year. 

Representing a leading luxury real estate company, Ginette also shared that there is a greater strength of the top 1% in the U.S. market. There’s so much growth that there is sometimes a lack of inventory. And who’s driving the buying? No surprise …the Millennials. They have a stronger interest in buying and, on average, spend more. But the fact they buy much differently than the traditional needs to be considered.

So, what does this all mean?

The economy affects behavior, demographics dominate buying trends, and the increased challenge of finding the right people, at the right time, in the right channel continues to press hard on luxury marketers.

We all hear a lot of buzz about data-driven marketing, but how a company embraces it is going to dictate how it is going to thrive. Data is data. It’s only when data is aggregated, analyzed, and turned into insights,  that it will drive value to your customers and add to your bottom line.

And it’s not managed by one person or one department. It now requires a company effort and corporate alignment to effectively manage a data driven strategy

It’s time to evolve. Things to consider:

  • Personalization: Using data to personalize and customize experiences is going to help make a brand stand out from the noise, deliver value, and ultimately create a brand ambassador.
  • Prospecting: Using predictive analytics and look-alike modeling allows marketers to look at their best customers and find more who look just like them.
  • Circle of Friends: Analyzing a high potential client or prospect and uncovering their sphere of influence can further build your target audience.

And finally, a motto to live (or work) by… Marketing is what you say. Value is what you do.

Creativity, witty messaging, special promotions can only get you so far…it’s only when you speak to the heart (mindset, passions, and values of your customers) and deliver customized products and authentic experiences, that you deliver value and gain brand loyalty.

So, in the name of love, what’s your strategy? 

Want us to help turn your data into meaningful insights? Schedule a demo with us.

Mike Lees’ Week in Review: Data-Driven Marketing, Being Customer-Centric & More

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It was quite a busy week on Twitter last week. Predictive analytics and data insights are always on my mind and after returning from the Gartner Digital Marketing conference the week before, I’ve got data-driven marketing on the brain more than ever.

Last week I was sharing tweets around the many hats we, as CMOs, wear and how we can all get ahead, what data-driven marketing success looks like and customer-centric marketing. Because when it comes down to it…It really is all about the customer, isn’t it? Would love if you would join the conversation.

Michael Lees is Chief Marketing Officer at WealthEngine. His “Week in Review” is a weekly round-up of conversations, insights and inspiration he’s discovered around the web. Have something you want him to take a look at and weigh in on? Tweet him @michaeljlees and tag #WECMO.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.

Up Close & Personal: Mark Logan

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What interested you in joining WE?

From the beginning, it was all about the people that I met.  Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki.  Both are very passionate about the business and have styles and philosophies that are consistent to mine. In addition, they are both committed to our customers and to our employees.   

In time I met with Dawn Orr, Mike Lees, John Funge and others and I began to recognize the exceptional talent that Tony was able to attract to WealthEngine.   Working with this strong leadership group and with the entire WealthEngine team has been very inspiring.

Continue reading “Up Close & Personal: Mark Logan”

Big changes afoot at Bethesda wealth analytics firm

Big changes have been afoot at WealthEngine, the Bethesda-based wealth and marketing analytics company.

The 15-year-old company has recently brought aboard a whole new management team, including new CEO and President Mark Logan, who joined the company in February 2015 and previously served as COO for Boston-based Emptoris before it was acquired by IBM.

Also new in the past year: Chief Marketing Officer Mike Lees, Executive Chairman Bobby Yazdani and Chief Financial Officer Dawn Orr.

The company has a focus on identifying affluent donor prospects and potential customers for its client base of 3,700 nonprofits, hospitals, universities, financial service firms and luxury retailers.

To put it simply, the company tracks publicly available data on wealthy individuals and makes it available to clients through online searches, which can get pretty granular in scope.

WealthEngine and SofTrek Announce Partnership to Deliver Powerful Integrated Fundraising Solutions

WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce its new partnership with SofTrek Corporation, developer of ClearView CRM fundraising software. This new relationship was built upon a shared goal― supporting clients in achieving fundraising results.  Together, both companies can offer a comprehensive and cost-effective program for fundraising, donor relations and marketing.

“With 25 years of experience helping nonprofits raise more money, SofTrek is expert in supporting the work of fundraisers and their organizations,” stated Robert Girardi, president and chief executive officer, SofTrek.  “Nonprofit organizations, especially those with large, complex fundraising functions, rely on us to be their fundraising technology partner. Being able to access WealthEngine’s powerful wealth intelligence directly through our database will provide a richer and more integrated view of their constituents.  By integrating this sought-after data, we can provide a more streamlined reporting environment, allowing clients to segment and engage with high-potential constituents with less effort and more precision.”

WealthEngine and SofTrek will continue to embark on joint marketing activities, targeting mutual clients with a need to leverage powerful donor intelligence, database management, and marketing programs.

“WealthEngine’s proprietary wealth and P2G (Propensity to Give) scores are an critical complement to SofTrek’s ClearView CRM platform as a way to fill a market need to integrate in-depth donor intelligence with wealth insight,” said JB Rauch, Vice President of Channels at WealthEngine.  “Our insights empower nonprofits to access powerful insights and target, segment, and engage their best donors.”

For more information on WealthEngine’s wealth intelligence solutions, visit WealthEngine or contact JB Rauch, VP, Channels at 240.786.3493 or email jrauch@wealthengine.com.  For more information on SofTrek products and services, visit www.SofTrek.com or contact  Steve Birnbaum, vice president of client solutions, at 800.442.9211 or sbirnbaum@softrek.com.

About WealthEngine
WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Approximately four thousand clients use WealthEngine’s products and solutions for comprehensive consumer insights. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom.

About SofTrek
SofTrek Corporation has more than 25 years of experience successfully helping nonprofits raise money. Its flagship product, easy-to-use ClearView CRM, offers constituent-relationship management, operational tools and reporting to help nonprofits deepen constituent relationships, manage fundraising activities, and make informed decisions.

Press Contacts
Robin Bectel, Allison+Partners | 703.244.2242 | wealthengine@allisonpr.com
Jackie S. Graziano, WealthEngine | 240.483.4912 | jgraziano@wealthengine.com

Dom Pérignon opens atelier doors to experience heritage, tastings

LVMH-owned Champagne maker Dom Pérignon is inviting consumers to walk along the vineyard path of monk Dom Pierre Pérignon through a tasting experience at its French spirits atelier.

Atelier Dom Pérignon is a new program offered by the Champagne house that invites consumers to The Abbey of Saint-Pierre d’Hautvillers in the heart of the Champagne region of France. Inviting consumers into the “ancestral” home of a brand fully immerses attendees in a storied heritage and offers a degree of transparency that branded events held elsewhere cannot provide.