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 Advisors

1st Global uses FindWealth 8 and Batch Express to create targeted prospecting lists for their affiliated firms and to customize research results to support their client strategies. With WealthEngine, they’re able to help their firms leverage wealth indicators in order to strengthen their relationships with existing clients and introduce themselves to new ones.

While the neighborhood one lives in is usually a pretty good indicator of wealth, it’s not the only one. Using zip codes alone can make it hard for financial services firms to identify the “millionaire next door”. WE gives 1st Global the ability to uncover latent prospects, giving their affiliated firms a competitive edge.

What about Regulatory Compliance?

If you work in financial services, it goes without saying you are familiar with Regulation S-P. WealthEngine works with 1st Global to ensure the data and how it is gathered and implemented is compliant. As a result, 1st Global’s firms have the confidence that they can spend more time on customer acquisition and less time on regulatory standards.

By aligning WE’s wealth intelligence with their own strategies, 1st Global has been able to double their direct marketing response rates from 2-5% to 7-10%.

Want to find out how we can make data-driven marketing work for you? Request a demo now

For more about how 1st Global works with WealthEngine, see the case study here:

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