WealthEngine participates as Salesforce Financial Services Cloud launch partner to transform the client-advisor experience
SAN FRANCISCO – Mar. 8, 2016 – WealthEngine, a provider of predictive marketing analytics, audience development and wealth intelligence service, today announced it is extending the capabilities of Salesforce Financial Services Cloud through its wealth scoring, predictive analytics and precision prospecting tools.
Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.
WealthEngine’s Key Capabilities:
- Get an edge on your competition by having the ability to know the “millionaire next door” no one else is pursuing.
- Learn and leverage wealth scores and attributes of your clients and prospects to tailor solutions to their interests and passions.
- Understand what drives your best clients and find more just like them.
“We are excited to be one of the first partners to launch with Salesforce Financial Services Cloud,” said Mark Logan, CEO WealthEngine. “Wealth managers and banks using Salesforce should consider WealthEngine to assist in finding new clients and to expand their books of business.”
“The future is here, and it’s advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age,” said Simon Mulcahy, GM of Financial Services, Salesforce. “WealthEngine is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice.”
About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households on any device at any time.
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WealthEngine, Inc. is a leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Recently named a Cool Vendor in Data-Driven Marketing by Gartner, marketers and fundraisers use WealthEngine’s comprehensive insights to understand what drives consumer decisions and when best to engage them. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom.
For more information, please visit http://www.wealthengine.com.