retail banking customer segmentation

Challenges in retail banking are numerous. Here is how data, analytics and refined retail banking customer segmentation can help you overcome them.

November 21, 2019 5 min read
data strategy best practices

Your organization has lots of data. But, are you getting value out of it? Learn how to drive value & personalization through data strategy best practices.

October 21, 2019 5 min read
WealthEngine

A comparitive analysis of data and platform along with client testimonies reveal why clients switch back to WealthEngine from Blackbaud.

June 3, 2019 4 min read

WealthEngine’s client is a top global, luxury car maker. The company realized that they had to move away from one-to-many communications to a one-to-one approach. Their research had shown that 59% of luxury consumers agreed that personalization is key …

April 30, 2019 2 min read
data mining for customer segmentation

Customer segmentation data mining is a data-validated method to refine targeting. Marketers benefit from segmentation powered by data mining.

March 11, 2019 3 min read

Over the past few years, marketing has experienced a shift. As businesses moved into digital channels, and with the emergence of social media platforms, they were given the opportunity to communicate with customers on an individual level. Although pers …

October 29, 2018 3 min read
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Giving Tuesday (or your Local Giving Day) has come and gone. While your “heavy lifting” is done and you’ve raised some money, what can you do to leverage these efforts? WealthEngine can help. WE have put together a great resource to help you in the wak …

December 7, 2017 < 1 min read
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Of course they’re all wealthy but what else separates these billionaires from everyone else? We took a look at the top billionaires in the country to see what their interests are, how many properties they have, who they donate to, and what their demogr …

November 20, 2017 < 1 min read
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Football season is in full swing, and teams are in competition yet again on the road to Minneapolis on February 4th. There’s volumes of data on the players, but what about the fans? We’ve analyzed the 32 towns to see who drives what car, who owns a bus …

November 8, 2017 < 1 min read
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The statement ‘predictive lead scoring and analytics made easy’ seems counterintuitive. How can lead scoring and analytics be easy? If it was easy wouldn’t everyone be doing it? According to a marketing effectiveness study by The Lenskold and Pedowitz …

August 4, 2017 2 min read
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The current retail landscape presents many challenges that can be difficult to manage including decreased customer growth, little transaction growth, growing competition, shifts in spending, and unfavorable demographics. With a rapidly approaching holi …

July 31, 2017 2 min read
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Luxury brands face tough competition to capture and retain high net worth customers. They are now facing competition from non-luxury brands, who have been gaining traction, and wallet share, among HNWI and UHNWI. In 2016, Nike was ranked the most valua …

July 17, 2017 2 min read
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When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on th …

June 27, 2017 < 1 min read
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Part three of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. We previously discussed the importance of having a successful data engagement and the value of having the righ …

June 5, 2017 2 min read
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Part two of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. In our previous post we discussed how using evidence-based metrics can improve your fundraising efforts. The fir …

May 30, 2017 2 min read

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