In Financial Data, Small Is the New Big

BrightScope, which aspires to become the Yelp of financial advisors, fancies itself a combination of LinkedIn and Carfax. Access is free. Among its offerings are digital profiles of the 680,000 individuals registered with the SEC and Finra. More than 5,000 advisors have added their own content. Potential clients then search the site with requests like: “Show me all advisors within a 25 mile radius of my zip code who specialize in retirement planning.” At the moment, Alfred says BrightScope is planning enhancements to the money-losing Advisor Pages. In the works: data from state insurance departments and other information that will help customize the advisor-investor introduction.

WealthEngine Announces Newest Board Member

Don Pyle Joins Company to Support Innovation & Growth

WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, luxury, and financial services, announces its newest board member, Don Pyle.  Don is an industry veteran with more than twenty years of experience in Silicon Valley.   

Don Pyle played a significant role in the sales & management of one of the fastest growing companies in Silicon Valley, Juniper Networks, and other companies such as InfoBlox, Cisco Systems, and Netcordia.  His appointment to the Board brings additional industry expertise and insight as well as a highly valuable network to which WealthEngine would not otherwise have access. 

“Don Pyle was elected because of his breadth and depth of technology expertise and his ability to help drive our sales and go-to-market strategy during this time of tremendous change for WealthEngine and our industry,” said Tony Glowacki, CEO of WealthEngine. “With a strong management team and a strong Board, we will continue to drive growth and execute against the strategy that we have already laid out.”

As the first sales person at Juniper Networks in 1997, Don continued to drive sales and influence the company’s growth while launching in 1998 and going public in 1999. Juniper Networks continues to lead the industry in network innovation and has more than 9,400 employees worldwide.

“WealthEngine is a truly innovative company, leading a market with huge growth potential,” said Don Pyle. “I feel privileged to join this team and look forward to working closely with Tony Glowacki, Bobby Yazdani, and the rest of the board during the next phase of WealthEngine’s growth.”

About WealthEngine
WealthEngine, 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:

Mitchell Schwenz / Claire Shutt
 – Peppercomm for WealthEngine

wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

WealthEngine Launches WealthEngine Nonprofit Package for Salesforce on Salesforce1 AppExchange, the World’s Leading Business Apps Marketplace

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WealthEngine, a leading provider of wealth intelligence, prospect research and marketing services for nonprofits, financial services, and luxury goods, today announced it has launched WealthEngine Nonprofit Package for Salesforce, empowering businesses to connect with customers, partners and employees in a whole new way.

Built on the Salesforce1 Customer Platform, the new social, mobile and cloud customer platform built to transform sales, service and marketing apps, WealthEngine Nonprofit Package for Salesforce is currently available on the AppExchange at http://www.appexchange.com.

WealthEngine provides data-driven solutions that help clients find, engage, and influence 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.

“Companies are looking to transform the way they understand and connect with customers and prospects to thrive in today’s competitive landscape. By leveraging the Salesforce1 Platform and offering both nonprofit and commercial organizations a cloud-based solution to easily identify, understand and target potential customers, our clients gain a competitive advantage in growing their top line, increased return on marketing spend and significant productivity gains in the way that customer information is exploited by the sales organization,” says Tony Glowacki, President and CEO of WealthEngine.

WealthEngine Nonprofit Package for Salesforce  – the company’s current offering for Salesforce users – will be joined later in the year by a new groundbreaking app that is currently under development. The new app will be announced and released during Dreamforce in San Francisco.

“As part of the salesforce.com Partner Program, WealthEngine adds a new, highly productive way for our clients to leverage leading prospect intelligence data directly within the world’s leading CRM platform,” noted JB Rauch, VP, Channels at WealthEngine. “As a SaaS company, we remain committed to delivering emerging technology solutions to our customers, and Salesforce will be a critical and integral part of that strategy.”

About WealthEngine
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.

About the Salesforce1 AppExchange
The Salesforce1 AppExchange is the world’s leading business apps marketplace. With more than 2,000 partner apps and 2 million customer installs it is the most comprehensive source of social and mobile cloud apps for business. The Salesforce1 Customer Platform is the new social, mobile and cloud customer platform for building next generation apps, powering Salesforce CRM, and more than 3 million custom apps built by customers and partners. Apps built on the Salesforce1 Platform can be easily distributed and marketed through AppExchange.  Salesforce, Salesforce1, AppExchange and others are among the trademarks of salesforce.com, inc.

Media Contact:

Mitchell Schwenz / Claire Shutt

Peppercomm for WealthEngine

wealthengine@peppercomm.com
+1.212.931.6156 | +1.212.931.6148

WealthEngine Announces First-Ever Partner Summit

New event brings together the company’s extensive channel ecosystem to drive innovation

WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, luxury, and financial services, announces the inaugural WE Partner Summit 2014. This is the company’s first multivendor business and technology forum designed specifically for technology partners, developers, and consultants. Summit attendees will share best practices with peers, learn about the latest innovations in the industry and hear success stories direct from customers.

“WealthEngine is committed to driving growth for the company as well as its partners. We designed the WE Partner Summit to bring together our channel ecosystem and help our partners uncover the road to success based on their current business and future goals.” said Tony Glowacki, CEO of WealthEngine. “We are excited to create a forum where we can share our company vision and technology roadmap and will be making some major announcements around our plans for future success in our partner-driven business”.

The event, themed “WE²: The Power of Two,” will be held September 18-19, 2014, at the Gaylord National Resort & Convention Center in Washington, D.C. WealthEngine partners can register for the event here.

“The industries we serve are grappling with the unrelenting pace of change big data is driving,” said JB Rauch, VP, Channels at WealthEngine. “Identifying the skills, relationships and technologies that are the new must-haves to move forward is at the heart of this event”.

For more information or to register for the event, visit WealthEngine Partner Summit 2014.

About WealthEngine
WealthEngine™, 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, click www.wealthengine.com.

Media Contact:
Mitchell Schwenz / Claire Shutt – Peppercomm for WealthEngine
wealthengine@peppercomm.com| +1.212.931.6156 |  +1.212.931.6148

LinkedIn Donor Prospects Older, Better Educated

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When you hear the phrase “social network,” your first thought might be seeing another “Which character in Game of Thrones are you?” personality test that another friend has shared on Facebook. Add the work “professional” in front of “social network” and it might change your perspective completely.

Facebook and Twitter have their uses for nonprofits and so does LinkedIn, but in a much different way. LinkedIn provides more concise information — without all the personal stuff. People are likely to post their business and school information on LinkedIn — things that are helpful to research and fundraising folks making it a better option for prospect research.

Armani, Missoni discount for charity at Convivio Milan

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Fashion brands are donating their merchandise for a cause at this year’s Convivio Milano trade show.

Convivio Milano, which ends June 17, sells the labels’ apparel at 50 percent off, with proceeds going to support Anlaids, an Italian organization dedicated to combatting HIV. By participating in this show, these brands have the opportunity to show their philanthropic side in good company.

“Selling luxury items at a  discount is a tricky matter,” saidJames Dean, vice president and head of the luxury practice at WealthEngine, Bethesda, MD. “Luxury brands are always in danger of diminishing their brand when they discount.

The New Audience of One

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In a recent TravelWeekly article, Emmanuel Perrin, CEO of Cartier North America, was the first to say it: “Client care is the final frontier…You can’t go wrong investing in client experience… What is good for the client is good for the retailer and is good for us.” Today’s luxury buyer might not be so easily seduced, at least not by brands. Jim Taylor, vice chairman of the research firm YouGov, presented the findings of the Survey of Affluence and Wealth, conducted in partnership with Time Inc. And those findings were mixed at best for the audience of luxury CEOs and marketing executives from the fashion, automotive, jewelry, beverage, retailing and travel industries.

Continue reading “The New Audience of One”

The Evolution of Luxury in 2014 & Beyond

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The world of luxury continues to evolve. Luxury consumers have shifted their mindset …and their wallet. We experienced the shift from a community where Affluents wanted to be noticed to more of a sense of community where value and personal worth takes precedent. As noted in A Tale of Two Markets: A Global Perspective on Affluents and the Business Elite, the mid-2000s boom was marked by a shared sense of what luxury meant – the imagery of yachts, private jets, and classic (if sometimes ostentatious) brands was pervasive. 

Continue reading “The Evolution of Luxury in 2014 & Beyond”

Salesforce.com Foundation Unveils Salesforce1 for Nonprofits

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The Salesforce.com Foundation today announced Salesforce1 for Nonprofits, new solutions built on the Salesforce1 Platform to transform the way nonprofits manage programs, engagement, communications and fundraising. In addition, Salesforce1 for Nonprofits is extended with solutions from Salesforce.com Foundation partners including roundCorner, Storybank and WealthEngine, all available today on the Salesforce1 AppExchange for Nonprofits. The Salesforce.com Foundation brings the world’s leading cloud, mobile and social solutions to more than 22,000 nonprofits, including City Year, Sierra Club, Teach For America and the United Nations Foundation.