WealthEngine Announces New Professional Services to Deliver Data-Driven Strategic & Tactical Solutions

WealthEngine Announces New Professional Services to Deliver Data-Driven Strategic & Tactical Solutions

November 17, 2014

WealthEngine, the leading provider of wealth intelligence, prospect and marketing services for nonprofits, healthcare, education, luxury goods and financial services, announces its new professional services team.  Headed by a new member of the WealthEngine executive team – Patrick Bischoff – the team’s mandate is to maximize customers’ investments and deliver tailored strategic and operational solutions to support their fundraising or sales and marketing programs.

Patrick Bischoff has been appointed to lead this new team as Senior Vice President of Professional Services. Mr. Bischoff has been a serial entrepreneur and investor and comes to WealthEngine with a breadth of expertise in business strategy, sales, operations and consulting from companies such as Arthur Andersen, CompuNet Computer AG (Partner), Saba (Co-Founder), World Energy Solutions (Investor, Board), GreenSmith Energy Systems (CSO, Board). In addition to his corporate posts, he has served and is serving on public and private company boards, led M&A, IPO, international expansion, business development, strategic alliances, and market penetration projects.

“As the company evolves with new data-driven marketing innovation, it is imperative we have dedicated strategic services that drive incremental value to our customers,” stated Tony Glowacki, CEO of WealthEngine. “We are thrilled to have Patrick lead the team.  With this team, he will provide consulting expertise to optimize performance in our customers’ organizations. It’s our mission to exceed our customers’ expectations and to maintain their loyalty for a lifetime. By delivering this new level of service, we hope to do just that. ”

WE is offering a range of programs designed to meet the needs of all of its customers, including WE Impact, WE Impact Continuum, and WE Quick Start. All packages are solutions-focused, results-driven offerings—designed to drive measurable results.

  • WE Impact: A structured, three-phased approach (Success Framework, Calibration, and Assessment & Measurement) looks at the client’s entire business to find ways WE can help you improve it.
  • WE Impact Continuum: Continued guidance and support after the expiration of WE Impact
  • WE Quick Start: A complete, on-site training and implementation package ― Everything needed to get up and running quickly, using fewer resources to do it, and using best practices to experience the full value of WE products and services

For more information, visit wealthengine.com or contact Patrick Bischoff at pbischoff@wealthengine.com.

About WealthEngine
WealthEngine™, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit www.wealthengine.com.

Media Contact
Maggie Fairs / Claire Shutt, Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

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