WE Have a Batch API. And You Should Care.

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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.

Can you start by explaining what an API is?

API stands for Application Programming Interface. Sounds technical right? Here’s an example to help explain it. Think of a mobile or web application like Gmail, Twitter, or Facebook. These applications are powered by data so you need a way to get data to and from the app. In order to talk to a database there needs to be a programmatic way to communicate with that database or interface with that data. That’s what an API does – it’s a programming interface for an application.

WealthEngine currently has an API. What is the difference between the current one and the new batch API?

Our current API looks up individuals, or makes a call, one at a time. For many of our clients this works because they are integrated into an existing communication method such as a donation form, event registration, or contact form. When the form is filled out and submitted, a call is made to the API with that individual’s information and the results, the wealth profile, are returned.

That’s great if you’re only looking up individuals one at a time. But what if you have a large list? That’s where the batch API comes into play. Now, you can batch up to 100 names at a time. Instead of making 100 calls, you’re only making one. Have 1,000 names? You’re now only making 10 API calls instead of 1,000.

And let’s not forget that this all happens within seconds. Whether you make one call or 100 calls, the results are returned almost instantly, allowing you to take action quickly. Gain real-time intelligence to personalize the customer or donor experience across any channel – website and email newsletter registration, event registration, online transactions, call center routing, direct mail, and more.

Many WealthEngine clients use batch screening. What is the different between batch screening and batch API?

A batch screening may not be submitted with the same frequency. It could be a weekly, monthly, or yearly screening. A client could be conducting a one-time screening in preparation for a capital campaign or large marketing campaign. 

The batch API, as well as our current API, speaks to the real-time aspect I mentioned previously. Now, you can take action on a larger group of individuals very quickly using the API. The API also allows for an automated and streamlined processes to be put in place.

What else makes the batch API so important?

I’m glad you asked. One of the most exciting and unique aspects of the batch API, and what really sets it apart from other APIs, is that you can now submit the information you know about an individual and we’ll figure out which data points are needed for a match.

With the current API there are five lookups to know. Look someone up by name and address, name and email, email, name and phone number, or phone number. If no match is returned when calling by name and address, clients often try by name and email. If no match is returned here either, they will try using just email, and so on. Five calls have just been made. That’s a lot of code to write.

What if you didn’t have to make five separate calls and could just make one? That’s the batch API. Submit all of the information you have and we’ll decide what’s needed to make a match.

Even if you’re only looking to submit one name at a time, you may want to consider the batch API for those reasons. Make one call with all of the information you have on someone, instead of making multiple calls for one name.

To summarize, the key components of the WealthEngine batch API are having the ability to submit batches of 100 individuals in one call and being able to submit all of the information you have on that individual, and we’ll determine what’s needed in order to find a match.


The WealthEngine API helps you better understand your prospects’ wealth so you can customize the prospect experience, personalizing your offers and calls to action.

To learn more about the WealthEngine batch API and register for the sandbox visit dev.wealthengine.com. Once registered, you can make API calls directly from our documentation, and signup for a $100 Free Trial to work with real data!

The Evolution of Persona-Based Marketing

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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 applications that companies have used over the years to run their business. When looking at accounting, bookkeeping, marketing, contact management, customer service, or any other functional software, there was one thing in common: everything was siloed.

Eventually this practice was looked at and the realization was made that we can conduct business more effectively if these systems talked to each other. Low and behold, along came the concept of integrating everything. Companies started looking at how they can manage their CRM platforms and integrating it into their ERP/Accounting systems to have a better view of leads through purchase. Great idea, but it was a tedious and costly process.

The cloud revolution started in the CRM and ERP/Accounting spaces in the early 2000s. Salesforce and NetSuite were innovators in this space and started putting CRM and Accounting data online, giving you access to this data anywhere. Of course, there were many nay-sayers that didn’t like that “crazy idea” of putting all financial transactions out there for all to see and to grab.

In my view, NetSuite was truly the mother ship of business transactions in the cloud, as they took on the hardest task and functionality to build – accounting. Like they always said, accounting is sticky, and if I own the core transaction with an invoice, everything else around the core ERP is just an additional add-on. While many people thought that NetSuite was just a Cloud ERP system, most don’t realize that it actually started by capturing a lead from a web form and tracking that lead/contact all the way through to the transaction. Offering an end-to-end solution was a revolutionary concept at the time. My friend Rob Israch, CMO at Tipalti and former NetSuite CMO, helped take the concept of tracking marketing impact to another level. In many ways, this was the birth of marketing technology (MarTech) and marketing automation.

So, the background information above is important to note because many MarTech apps and platforms came to life through this evolution. Great marketing automation organizations, such as Marketo, took the concept of tracking and managing a lead at the front end and following it through the entire buyer journey, to the next level.

Yet, have you ever wondered what the common denominator is between all these systems? You guessed it…DATA!!

If business applications are the engines that power companies, data is the fuel that runs these engines. The hot trend now in the MarTech space is Account Based Marketing (ABM). This concept simply focuses on the best accounts to target and market to. However, we always get the same questions – within those accounts, who are the people that I am actually marketing to? What do I know about them? What messages will resonate with them and help continue them along their buyer’s journey?

This is where the next evolution is, and something I like to call Persona Based Marketing, or PBM. Wouldn’t it be nice to know a little more about the person I am about to engage with in a multimillion dollar transaction?

Well, I’m here to tell you that you can, and we have the same common denominator again – data. At WealthEngine, we are here to help you learn more about individuals to help you better find, engage, and understand your prospects. Personalize your marketing and enhance your ABM journey through some Persona Based Marketing today.

Until next time!

Today’s thought is a guest post from our very own Omar Sary. Omar is our Vice President of Business Development. He’s also our resident evangelist on all things marketing automation. To reach out to Omar, contact him at osary@wealthengine.com.

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

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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 prioritize and understand your best leads . In Part 2, we talked about how you can get to know your audience better . In Part 3, we talked about how you can use real-time insights to drive testing and succeed faster .

This week, we move onto Part 4, where we focus on Bringing out the White Glove Treatment.

The term “white glove treatment” is synonymous with concierge service or going above and beyond to cater to individuals. While it’s a common mantra across industries to treat every customer with outstanding service, the reality is that certain ones should be and are given preferential treatment.

So why would you give someone preferential treatment? The most common reason is that they are, or you expect them to be, an extremely valuable customer.

A good way to look at the value of your customers is by focusing on The Pareto principle. This usually stays somewhat consistent across organizations and states that 80% of your revenue comes from about 20% of your customers. This gets even more exaggerated as your group gets more concentrated. The top 1%-5% of your customers drive as much as 50% of the revenue. If such a large portion of your revenue comes from a small group of customers, wouldn’t you want to go above and beyond to make sure they stay your customers?

There’s another key tenet to keep in mind here – spend history does not necessarily equa spend ability. In other words, just because someone spent a lot or a little in the past, that doesn’t necessarily mean they have the ability spend a lot or a little in the future.

If you were to audit the bottom 80% of your customers – you know, the ones you aren’t currently giving that superior service – what do you think would you find? I guarantee that there are hidden gems ready to increase their spending with your organization given the right treatment.

Don’t miss out on opportunities that are right in front of you.

We believe in fully understanding your customers, which is why we have compiled a comprehensive wealth profile that allows you to learn deep, non-trivial insights on individuals. That’s a good thing. It can drive better sales and marketing efforts, improve your knowledge of your customer base, and benefit your organization in many other ways.

How about getting that information in real-time? That sounds better, but what could you do with that information on the fly?

  • Learn the spend capacity of someone as they check into your hotel and upgrade them based on their potential.
  • Tailor the attendee experience at an event based on insights you learn about someone during registration.
  • Learn more about your customers and prospects as they engage with your website and personalize that online experience.

These examples are real-world situations that happen every day. By getting a little more information in real-time, you can roll out the red carpet and enhance the experience of your customers. By doing so, they are that much more likely to become loyal to your brand. You’ll drive better retention, more cross- and up-sell, and higher customer satisfaction.

Most importantly, you’re targeting the ones who have the ability to spend more. And doing that gives you a better opportunity to move them into that top group of customers that are responsible for much of the revenue.

So, bring out that white glove treatment – with real-time insights, you can do it effectively to help your customer experiences and the bottom line.

Keep an eye out for the final part of our series in the coming weeks about the closing deals faster and selling more.

Want to learn more about our wealth API? Check out our developer’s site . Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out our new eBook – 5 Benefits of Real-Time Wealth Insights through an API .

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

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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 discussed how to prioritize and understand your best leads from the moment they first interact with you. In the second post, we talked about how you can get to know your audience better.

This week, we move onto part 3. We’ll focus on how you can fail fast and succeed faster.

I know what you’re thinking. ”Fail fast, succeed faster. What does that even mean?”

None of us want to fail at all. In an ideal world, your strategies will be successful from day 1. But that’s not reality for many of us.

A 2014 study by Sales Benchmark Index found that as many as 71% of marketers were falling short of their revenue targets by adopting the wrong marketing strategies. And that doesn’t even measure how many of the other 29% failed a few times before landing on a successful strategy.

So that begs the question…how do we get the right strategies? The answer is testing.

Ask marketing departments in any successful company. They’ll tell you the same thing. Testing, learning, and testing some more is the key to a winning strategy. If you’re looking to grow your business, implementing well-executed tests is a necessity.

The next question is – What do you test? Well, I’ll suggest that you ultimately test everything. But testing your marketing campaigns is a start.

That’s where the WealthEngine API comes in. With our API integration, you can understand more about the individuals responding to your campaigns and engaging with you…in real time. Income, net worth, assets, and personal attributes are all pieces of information that can be readily available to you at the moment individuals are interacting with your website.

Think of the power of what you can do with that information.

  • Test various calls to action, copy, or creative and adjust on the fly based on how individuals with different wealth profiles respond to your marketing efforts.
  • Try different sales tactics when you see high-capacity individuals interacting with your website. Find a strategy that works and stick with it.
  • Route people to different experiences on your website and test which flow works the best.

You can make all these campaign decisions immediately using information from your ideal audience (or not). And you can set up simple tests that give you answers quickly and lets you learn what works and, just as importantly, what doesn’t.

The next time someone tells you failing is bad, tell them they’re wrong. Failing is a good thing – as long as you do it fast and move onto another strategy. It cuts down on time waste and saves money, giving you more time to find the successful strategy. Utilizing real-time data and information can help you learn what works and what doesn’t, and optimize the effectiveness of your tests.

Keep an eye out for Part 4 of our series in the coming weeks about the personalized treatment of high value prospects.

Want to learn more about our wealth API? Check out our developer’s site. Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out our new eBook – 5 Benefits of Real-Time Wealth Insights through an API.

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

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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 first interact with you.

This week, we move onto Part 2 where we’ll focus on how you can get to know your audience better. 

Do you know your customers? I mean do you really know your customers? You might think that you know all there is to know. But what does that really entail? You obviously know what they’ve purchased from your company. You may also know some basic information, such as their name, age, location, and other basic profile stats. What else? Some of you may be thinking…what else is there to know?

If this is all the information you have on your customer base, then there IS a lot more you can learn. For example, what are your customers’ interests? How do they behave? Do they have the ability purchase your higher-end products? These are all important questions. Having a firm understanding of the answers to these, and other similar questions, can help you gain a better understanding of who to prioritize in sales efforts and who to market to through marketing automation.

I hope that by now I’ve convinced you that more information on your audience is better. Let’s up the game a little bit more and talk about timing. Learning all there is to know about your base is great, but if you get those answers in weeks or months, your options are limited. It’s better than nothing, but unless your sales cycle is quite long, the opportunity has likely gone cold and needs to be reengaged. Wouldn’t it be better to get this information much faster? Like, real-time faster?

Consumers are 22% more likely to consider a brand as a result of real-time marketing. Why? Because real-time marketing gets relevant information in front of them immediately while they are interested in something. Ever hear of the phrase “right message in front of the right customer at the right time”? This is what that means.

Our ideal timing is real-time. And fortunately, that’s possible through APIs. You could do a lot more with that kind of speed. For instance, by understanding what your audience is interested in, you can customize your sales and marketing efforts. Don’t show them content on your website that isn’t relevant. Give them an experience that aligns to their interests. If you’re conducting a sales conversation, you can guide the discussion based on their background. Real-time speed instantly opens up a whole world of options. 

Wealth insights are another important data point that can help drive this conversation – especially when wealth matters. Let’s work through a use case here:

Leads visit your website to learn more about your products. Wealth does matter for you…meaning that you have some products that may be more aligned to individuals with higher purchasing power. When you capture an individual’s basic information on your site – for a sales conversation, to download materials, or to sign-up for your mailing list – you can perform an instant wealth screening on those individuals through our API.

Congratulations! You’ve just learned a lot more about your audience to help you better segment and prioritize.

Develop customized sales tracks for individuals that fit different income profiles. Customize their future web experiences through a content hub with information about their interests and affinity. Fast track a sales conversation with your best reps based on their purchasing power. Or develop different talk tracks in your service center to align to their needs. The possibilities are endless.

Knowing your audience is important for good sales and marketing. Until recently, there was a time lag associated with gaining this knowledge. However, with better technologies and through the use of APIs, we can now learn this information in real-time. Let’s use that information to optimize our efforts.

Keep an eye out for Part 3 of our series in the coming weeks about failing fast and succeeding faster, where we discuss how you can run and optimize tests with real-time wealth data.

Want to learn more about our wealth API? Check out our developer’s site. Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out our new eBook – 5 Benefits of Real-Time Wealth Insights through an API.

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

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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 deep and learn more about an individual to personalize efforts.

However, sometimes you need answers quicker…like, “real-time” quicker. And you need that information within your own platform. What do you do then? That’s where an API comes into play.

We talk a lot about APIs here at WealthEngine. We truly believe that they add another layer onto an already powerful data set. And we want to share all the various ways our amazing customers are using our API to drive positive growth within their own businesses.

In our publication, 5 Benefits of Real-Time Wealth Insights through an API, we share more information about the ways you can use wealth data through an API connection to supercharge your processes. In the meantime, we’re supplementing that with this 5-part blog series. Now onto Part 1 – Know Your Best Leads!

Who are your best leads? It’s not as easy of a question as you might think. It’s easy to answer the question – who are your best customers? But who among the people that haven’t yet bought from you are the best ones? That’s what you can use wealth data to help you solve.

So why is understanding your leads important? Well, consider the following questions:

  • How do you prioritize your day?
  • Who do you call when you first walk in the door in the morning?

Most sales reps have some level of lead scoring in place to help them with prioritization. But we’ve found that the majority of lead scoring models that businesses have in place are vastly oversimplified. These systems can filter out the obvious bad leads but still struggle in prioritizing a huge number of leads.

In order to combat this, a rep will spend a majority of time researching an individual. They’ll spend time on Google or social media trying to learn as much as possible about someone before they make that phone call. How much time do you spend on that research? I bet it’s as much as 20-30 minutes per call – just to help you prepare and prioritize.

You want your sales reps to spend less time researching, and more time doing what they do best – selling.

Through an API, you can automate the flow of information directly into your CRM or sales platform. In our case, it’s wealth and consumer attribute data. But it could really be any type of information that can drive a more sophisticated lead scoring model and ultimately help you make better decisions.

Have you automated your lead scoring process using additional information obtained through an API? Share it with us in the comments below.

Stay tuned. In the coming weeks, we’ll share more posts around APIs and how you can use them positively within your business. In the meantime, check out our API ebook.

Marketing Technology Q & A with Leo Scott: Data at Scale

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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 Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about how fast-growth companies can scale the enormous amounts of data.

For an organization that has an aggressive growth plan, what’s your advice for scaling data to keep up with that growth?

As your organization grows, it will be more important to automatically collect data that feed metrics that are used to drive the strategy of the business. Collecting marketing data from your website, using web analytics tools like Clicky or Chartbeat along with marketing automation data using tools like Marketo will be important. As your customer base grows, better segmenting your customers so you can have a more effective sales process will be important.

On the operations side of your business, leveraging tools and technology that can horizontally scale with your business is very important. Leveraging cloud services, such as Amazon Web Services can allow your business to incrementally scale its data tracking and storage infrastructure as your business grows.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.


Leo Scott is the Chief Technology Officer at WealthEngine.  As an accomplished business executive who founded a number of startup ventures and has worked with a variety of large public companies, Leo has spent the last 20 years building technologies that harness massive amounts of data and enable businesses and consumers to more easily interact with that data through Internet and mobile technologies.  Over the years, he has maintained a hands-on level of experience with the latest technologies, not only tracking the latest trends and tools, but working to develop a deeper working knowledge of new technologies allowing him to see technical approaches and opportunities in unique ways rarely seen by other individuals.

Marketing Technology Q & A with Leo Scott: Putting the Intelligence in Wealth Intelligence

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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 Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about our approach to wealth intelligence as it pertains to a person’s propensity to give.

While other wealth intelligence platforms focus on donation history first and wealth factors second, WealthEngine looks at wealth first and then propensity to give. Why?

The findings we have are that wealth is a particularly important predictor when trying to maximize donations from a campaign.  We have a propensity to give score that actually factors in wealth along with other factors and have found this score to be strongly predictive of whether somebody is going to be a significant donor.

It’s common among the industry and other competitors to use donation history as the key driver for future campaigns, but we have found that this is not necessarily the best way to maximize the amount of donations collected from campaigns.  

This can be simply explained.  

Just because somebody has given $25 to one organization doesn’t mean that they are the best person to talk to when raising money for another organization.  But, if you know that somebody has a net worth of $100M, there is a good chance they will be somewhat philanthropic. And, if they have any affinity at all toward your cause, there is a good chance they will give something that would be significant for your organization.  Therefore, by including data about a person’s wealth and their past donation history and interests, WealthEngine can developer highly predictive scores and models for our clients.

If you’re considering investing in a predictive analytics and wealth intelligence platform, make sure you ask all of the solution providers you are considering their approach to wealth intelligence. Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.


Leo Scott is the Chief Technology Officer at WealthEngine.  As an accomplished business executive who founded a number of startup ventures and has worked with a variety of large public companies, Leo has spent the last 20 years building technologies that harness massive amounts of data and enable businesses and consumers to more easily interact with that data through Internet and mobile technologies.  Over the years, he has maintained a hands-on level of experience with the latest technologies, not only tracking the latest trends and tools, but working to develop a deeper working knowledge of new technologies allowing him to see technical approaches and opportunities in unique ways rarely seen by other individuals.

 

Marketing Technology Q & A with Leo Scott: What’s Next with Predictive Analytics

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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 Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about predictive analytics and what’s next.

Predictive analytics is hot right now. What do you think we’ll be seeing in this space over the next few years?

Yes – everybody talks about predictive analytics.  Much of it to date is often basic correlation analysis. Finding certain attributes that correlate strongly to others.  In the future, there will be more emphasis on continual, dynamic learning models, rather than more static models.  Whether it’s simple static correlations or dynamic learning models – what makes predictive analytics interesting and fun today is the continually growing amount of data that is available today.  It’s becoming easier to gain access to a broader array of data.  This is something that WE specializes in.  Making a large amount of data from many different data sources available and easy to use all in one place.  

As you have more data, more attributes –  you can find some very interesting correlations you would have never guessed existed and this can lead to analytics that that give you insight using a set of data you would have never guessed would have given you that insight.

As the amount of data grows and the speed of incoming data grows, learning algorithms will become more important.  The world is not static, and the amount of resources it takes to manually build a model  is rather large.  Therefore, it will important for models to adjust themselves as data comes in.  

Another important area when it comes to understanding data is natural language processing.  Huge amounts of data that is flowing around is not structured.  Or better said, it’s structured for human consumption, not simple machine consumption.  The research and machine power has reached a point where over the next several years we will see machines starting to understand the endless streams of text and automatically generate its own structured data and quantitative analysis by understanding what is being said and tallying results.  This will go way beyond the rudimentary approaches used today like counting words.

Want a demo of WealthEngine to see how our secure solution can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.
 


Leo Scott is the Chief Technology Officer at WealthEngine.  As an accomplished business executive who founded a number of startup ventures and has worked with a variety of large public companies, Leo has spent the last 20 years building technologies that harness massive amounts of data and enable businesses and consumers to more easily interact with that data through Internet and mobile technologies.  Over the years, he has maintained a hands-on level of experience with the latest technologies, not only tracking the latest trends and tools, but working to develop a deeper working knowledge of new technologies allowing him to see technical approaches and opportunities in unique ways rarely seen by other individuals.

 

Marketing Technology Q & A with Leo Scott: Ensuring Sound Data Security

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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 Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about data security.

Data security is a big deal. What are some steps WealthEngine takes to ensure data security while providing insights and intelligence?

Yes, security is a huge deal at WealthEngine.  We take in our customers’ prospect and customer databases and help them better understand their database of consumers.  Therefore, we have tons of control around handling and storing this sensitive data that we receive.  I would break down our security approach into:

  • Tight processes around the ingestion of the data into our system
  • Tight access control and perimeter control around our system
  • Continual monitoring of the system

We have a variety of checkpoints and processes that anybody in our team that works with client data follows. We are often helping our clients clean and properly structure their data before it can be ingested into our system.

Files follow a strict flow and we track who on the team worked on the file and have things like automatic naming conventions and other tagging systems to ensure the data goes into the right place in our system.  

Once it’s in the system, other than a select number of people on the technology team, who are tightly monitored, only someone with the clients login credentials can access the data.

Our main product operates in data centers and network segments that are separate from the rest of the company’s  systems.  These data centers and networks have 24×7 monitoring and intrusion detection systems watching for any possible suspicious activity.  On an annual basis we have a third party audit of all of our security procedures and system security configuration.

Want a demo of WealthEngine to see how our secure solution can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.
 


Leo Scott is the Chief Technology Officer at WealthEngine.  As an accomplished business executive who founded a number of startup ventures and has worked with a variety of large public companies, Leo has spent the last 20 years building technologies that harness massive amounts of data and enable businesses and consumers to more easily interact with that data through Internet and mobile technologies.  Over the years, he has maintained a hands-on level of experience with the latest technologies, not only tracking the latest trends and tools, but working to develop a deeper working knowledge of new technologies allowing him to see technical approaches and opportunities in unique ways rarely seen by other individuals.