Skip to content
WealthEngine

WealthEngine

  • Platform
        • Features
          • Wealth Search
          • Wealth Screening
          • Prospect Research
          • Analyze
          • Model
          • Integrations
        • Solutions
          • Advocacy
          • Financial Services
          • Marketing/Agencies
          • Luxury
          • Travel & Hospitality
          • Arts & Culture
          • Healthcare
          • Higher Education
        • Get Started
          • Request Demo
          • Professional Services
          • Support
  • Developers
    • All Integrations
    • API Documentation
    • API Example
    • API Use Cases
    • API FAQ
    • Login
  • Case Studies
    • Advocacy
    • Financial Services
    • Luxury
    • Arts & Culture
    • Healthcare
    • Higher Education
  • Partners
  • Resources
    • Blogs
      • Luxury
      • Financial Services
      • Prospect Research
      • Modeling & Analytics
      • Healthcare
      • Higher Education
      • Capital Campaign
      • Giving Tuesday
    • Video
    • Publications
    • Webinars
    • Events
  • About
    • Security
    • Contact
    • News
    • Careers
    • Management
Free Demo
Free Demo
  • Webinars
  • Blog
  • Contact
  • 844.392.6827
  • Sign In
    • WE Platform
    • Developers
fb-share-icon

Direct 1031 Exchange

25% Increase in Average Email Open Rate

Direct 1031 Exchange, a real estate investment firm that sponsors 1031 exchanges, wanted to increase direct mail and phone call conversion rates.

Talk to us today

The Goal

Direct 1031 Exchange needed to boost their revenue by identifying, engaging, and successfully soliciting accredited investors. They wanted to not only improve their method of communication, but also personalize their outreach based on insights gathered on their prospects and clients.

WealthEngine's Solution

Using WealthEngine, Direct 1031 Exchange was able to append prospects’ profiles with wealth intelligence and contact information. With a 60% match rate on email addresses, Direct 1031 Exchange had the tools to personalize their digital marketing campaigns. The campaigns generated could be turned around within 24 hours of receiving a prospect list. The implementation of this strategy was not possible prior to WealthEngine.

Their Result

By using WealthEngine’s wealth intelligence and contact information to personalize their marketing and sales outreach, Direct 1031 Exchange’s average email open rate increased to 25%, above the industry average of 18%. They also found that 10% of their cold calls converted to leads— 5 times the typical industry average of 2%. 

Get your free trial

Make this story yours

Talk to our reps today

Contact Me

More Case Studies

Explore more case studies

WealthEngine

(301) 215-5980

Contact Us

Features

  • Wealth Search
  • Wealth Screening
  • Prospecting Marketing
  • Donor & Client Analysis
  • Donor & Client Modeling
  • DMS & CRM Integrations
  • SOC 2 Type II Certified

Solutions

  • Nonprofit Fundraising
  • Healthcare Fundraising
  • Higher Education Fundraising
  • Financial Services Marketing
  • Luxury Marketing
  • Agency Marketing
  • Travel & Hospitality Marketing

Learn

  • Giving Tuesday
  • Capital Campaign
  • Donor Fatigue
  • Luxury Product Marketing
  • Customer Segmentation
  • US Millionaires at a Glance
  • Fundraising Solutions
  • Donor Pyramid

Partners

See All

Copyright © 2021 WealthEngine, a part of the Euromoney Institutional Investor PLC Group


PRIVACY • DO NOT SELL MY PERSONAL INFORMATION • Modern Slavery Act
  • Platform
    • Features
      • Wealth Screening
      • Prospect Research
      • Analyze
      • Model
      • Integrations
      • Back
    • Solutions
      • Advocacy
      • Financial Services
      • Marketing/Agencies
      • Luxury
      • Travel & Hospitality
      • Arts & Culture
      • Healthcare
      • Higher Education
      • Back
    • Get Started
      • Request Demo
      • Professional Services
      • Support
      • Back
    • Back
  • Developers
    • All Integrations
    • API Documentation
    • API Example
    • API Use Cases
    • API FAQ
    • Login
    • Back
  • Case Studies
    • Advocacy
    • Financial Services
    • Luxury
    • Arts & Culture
    • Healthcare
    • Higher Education
    • Back
  • Partners
  • Resources
    • Blogs
      • Luxury
      • Financial Services
      • Prospect Research
      • Modeling & Analytics
      • Healthcare
      • Higher Education
      • Capital Campaign
      • Giving Tuesday
      • Back
    • Video
    • Publications
    • Webinars
    • Events
    • Back
  • About
    • Security
    • Contact
    • News
    • Careers
    • Management
    • Back