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Here at WealthEngine, we believe in the power of using wealth data to drive sales, marketing, and fundraising decisions. Our product platform provides you with a wealth(!) of information on over 300 million consumers. It truly is the best way to dive d …

August 26, 2016 2 min read
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Last week, we covered the various ways marketers could use consumer-level data to help their outreach. Go back and read for yourself if you missed it. This week, we shift our focus to the sales team as we wrap up our post on how sales and marketers can …

August 19, 2016 2 min read
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Marketing has become a data-driven function at most companies. Gone are the days when the Don Drapers of the world thought up extravagant marketing campaigns and executed them without running tests or conducting detailed ROI expectation studies. Accord …

August 15, 2016 2 min read
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The luxury landscape is changing. Gone are the days where companies can get by simply with their brand names. Increased competition in the marketplace means that these companies need to compete for buyers and share of wallet. Today, we’ll explore 3 cha …

July 13, 2016 3 min read
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WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

July 1, 2016 4 min read
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Want to market more effectively to the 50+ Luxury Consumer? Download the full report from Forbes Insights here. Luxury marketers are able to engage with Millennials in ways they were never able to before thanks to technology. However, this laser focus …

November 9, 2015 2 min read
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In advertising relevance is paramount but what is relevant for one person is not for another. There are ads everywhere embedded into your daily routine, they have become synonymous with modern living. The bus stop you pass by, the gossip blog you check …

August 4, 2015 2 min read
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For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen. Prospect Intelligence and Audience Development for Financial Adv …

July 31, 2015 2 min read
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When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

July 28, 2015 2 min read
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Every year consumers lament that they don’t even get through Halloween before they start getting inundated with holiday marketing pitches. This is compounded with the complaints companies are starting to receive around their remarketing. If a consumer …

July 27, 2015 2 min read
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We gathered marketing leaders in San Francisco to talk about how to scale marketing personalization with special guest, Bryan Kramer. Bryan Kramer is the CEO of Purematter, creator of #H2HChat on Twitter and author of the book “Shareology”, just releas …

July 21, 2015 4 min read
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Are you sick of hearing the words “Big Data” yet? While “Big Data” has quite a history, it’s relatively new to those on marketing teams. And while it might sound repetitive, there’s a reason it’s what CMOs are talking about. Big data is at the core of …

July 7, 2015 2 min read
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Data-driven marketers need more and better data, but the landscape continues to evolve quickly. Third-party data providers change fast and Big Data is growing exponentially. Consider a few facts:          …

June 30, 2015 2 min read
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As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting wi …

June 29, 2015 2 min read
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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

June 25, 2015 2 min read

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