WealthEngine Exceeds Financial Metrics, Launches WE Insights— Momentum builds around data-driven predictive prospecting

WealthEngine Exceeds Financial Metrics, Launches WE Insights— Momentum builds around data-driven predictive prospecting

April 16, 2019
Julie Bacon

BETHESDA, MD, April 16, 2019— WealthEngine announced it closed the first quarter of 2019 ahead of expectations in revenue, up-sell to existing customers and acquisition of new clients across all of its core segments. Buoyed by the success, WealthEngine Chairman, Bobby Yazdani commented, “The team’s success in Q1 demonstrates that we made the right level of investments in people, product and process efficiencies and we are well positioned to continue our growth trajectory for rest of the year.”

Apart from exceeding financial targets, WealthEngine launched WE Insights, an industry-leading approach to revealing deeper level results from our platform combined with client data. “Working hand-in-hand with clients, our analytics and learning models deepen and broaden wealth and lifestyle insights in new and powerful ways,” says PV Boccasam, CEO of WealthEngine.

WealthEngine also launched a new version of its Salesforce (NYSE: CRM) app within the AppExchange providing new enhanced compatibility with both the Financial Services Cloud as well as Salesforce’s Shield Encryption. “Salesforce is one of our strategic partners and points of integration,” continued Boccasam. “Our Customers can now have a seamless solution for secure, compliant, and a highly personalized engagement with their constituents.”

All of these announcements are leading to the company’s release of WealthEngine v9 this quarter, promising a completely new cloud-native architecture that Boccasam says will forever change how companies engage prospects. Boccasam also had one final preview, “We have decided to add in-person days to our second annual WE Prosper Summit this year in addition to our wildly successful online summit.” The first in-person user conference will be Tuesday, October 1st in DC at the experiential Newseum with details and speakers to be announced soon.

About WealthEngine: WealthEngine works with more than 3,200 industry-leading financial services, higher education, healthcare systems, advocacy, and high-end hospitality organizations to deeply understand their current and prospective donors and customers.  Our cloud-native prospect engagement platform contains WE Profiles for more than 250M adults in the U.S., enriched with demographics, lifestyle and affinity, charitable/political giving history, real-estate and other wealth signals. WealthEngine also is an ardent supporter of its local community and a member of the 1% Pledge movement. To learn more visit: WealthEngine.com.

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