WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, and propensity to invest, spend, and donate, and much more.
These insights incorporate 250 million scored profiles of the U.S. population. Use these reports to determine market size, segments to target, and go-to-market strategies.
Using this Guide to WealthEngine Models, you will gain detailed insights into all of the models we offer. Not only will we walk you through the information you will need so our trusted data scientists can craft an algorithm just for you, but we’ll also show you:
- How long it takes to build
- What you will learn using the model you select
- Deliverables you will receive from our team once the model’s been created
So, whether you are a fundraising expert or a brand marketer, our models can help you unearth new prospects; gain a greater understanding of prospect motivations and behaviors; and help you drive personalized campaigns. Let’s take the guesswork out of prospecting, and discover your next best customer or donor, together!
The way financial advisors generate leads is rapidly evolving. Successful financial advisors know the value of building and nurturing relationships.