About 1st Global
Since 1992, 1st Global’s business has been to help CPA firms honor the promises they have made to their clients by adopting and implementing essential wealth management capabilities.
1st Global has been a growth consultant to renowned CPA firms in areas such as growth, academic research, best practices, comprehensive financial planning, and informed consulting.
1st Global is a Dallas based financial services firm focused on research and consulting. They were able to leverage WealthEngine’s data and insights to gain a 2.5X increase in campaign response rate. Read more to see how.
Who They Are
The firm has been a growth consultant to renowned CPA firms. They further support CPAs in areas such as academic research, best practices, and financial planning.
1st Global wanted to create an effective prospecting program. The aim of the program was to direct disciplined marketing campaigns on behalf of affiliated clients consisting of over 400 CPAs.
The firm leveraged WealthEngine’s demographic, wealth and lifestyle data to create targeted prospecting lists. These lists were then used by their affiliated firms to empower their market research. CPA firms were in turn, able to benefit from this to create efficient campaigns.
What 1st Global Had to Say
“WealthEngine allows us to go beyond surface-level assumptions on wealth — we let the numbers show us who to target. ”
– Kristina Manser, Marketing and Brand Consultant
By using more than zip codes and real estate, they were able to uncover latent prospects with higher likelihoods of becoming wealth management clients.
As a result, 1st Global’s clients saw that direct marketing response rates went up 2-5% to 7-10%. This is a 2.5X increase in comparison to their typical rate.