About

Industry: 

Identify more prospects in high net worth segments

WealthEngine displaces existing provider with better coverage and data accuracy

Challenge

Enhance net worth data offerings and accuracy to increase profitable segmentation of target customers and improve consumer insights

Solution

  • Benchmark WE data against the existing provider using multiple client data sets
  • WE results provided exceptionally stronger match and coverage results consistent across tests
WealthEngine identified 30% more individuals in the $1M + wealth segment

Competitive Advantages

  • The highest degree of granularity & strongest match rates in the marketplace
  • The greatest insight in the HNW and UHNW Segments
  • On-demand screening linked to e-commerce sites (real time net worth assignment)