When Embry-Riddle Aeronautical University (ERAU) was vetting vendors to help them optimize their fundraising, they were looking for the best value, the highest quality data and an experienced team of subject matter experts. After comparing their options, they decided to move forward with WealthEngine.

With only 2% of their alumni making annual gifts, ERAU needed to understand why they weren’t getting more engagement. They knew that the majority of annual gifts were coming from a small group of people but they did not have many insights. WealthEngine was able to validate this and...Read more

We know that data-driven marketing is becoming more critical to marketers and fundraisers. One doesn’t need a crystal ball to know it will continue to influence what we build and execute in 2016. Let’s be clear, it’s not about more data, but data that can drive business decisions. Company leaders, especially within the C-suite, are considering how they will define their own vision of a data-driven company, the metrics required and how to adopt predictive prospecting as a strategy.

In a recent webinar,...Read more

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 every morning, the window display in front of CVS, are all forms of advertising. Even the shampoo bottle you stare at bleary-eyed every morning is an ad. Ever wonder why they put the name and logo of the product front and center? Most of these ads are not relevant to you personally but every once in a while something about an ad catches your attention and holds you captive for a moment. It speaks to you.

You really need this, it would improve your life.Read more

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.Read more

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 prospecting tool for audience development) and new API   
  • 51 new employees hired, including data science, product development, marketing, sales and human resources
  • ...Read more

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