Technology

Organizations to innovate in order to personalize. Delivering innovation means meeting customer expectations by balancing technology with the human touch.

At WealthEngine we are always looking for ways to make improvements and enhancements that increase ease and productivity for our clients. We recently launched our batch API. To explain why this is a big deal, we spoke with our API Evangelist TJ Stalcup …

Continue reading “WE Have a Batch API. And You Should Care.”

At the risk of dating myself, we’re going to take a trip down memory lane today. Let’s jump in the way-back machine and look at the business application journey since the 1990s. It’s interesting to see the evolution of business applic …

Continue reading “The Evolution of Persona-Based Marketing”

Welcome back to our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales! Throughout these posts, we are focused on using our real-time API connection. In Part 1, we discussed how to prioritiz …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 4 – Bringing out the White Glove Treatment”

Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discu …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 3 – Fail Fast, Succeed Faster”

Welcome back to our 5-part blog series about how you can use wealth data to supercharge your real-time sales and marketing strategies through an API. In our first post, we discussed how to prioritize and understand your best leads from the moment they …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 2 – Get to Know Your Audience”

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 …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 1 – Know Your Best Leads”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Data at Scale”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Putting the Intelligence in Wealth Intelligence”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: What’s Next with Predictive Analytics”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Ensuring Sound Data Security”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Making Data Insights Scalable”

One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a …

Continue reading “Mike Lees’ Week in Review: MarTech, WealthEngine API and Your Little Zone of Genius”