WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do.

Successful sales & marketings campaigns create personal interactions. See how WealthEngine 9.0 will help you make those connections with wealth and lifestyle data that is unique to your audience. Nurture your targets on a deeper and more lasting level with the most powerful prospect engagement platform ever.

In this first webinar, we will give you an overview of WealthEngine 9.0:

  • End-to-End Prospecting: Nurture your prospects in a highly personal, relevant, and precise manner
  • Wealth & Lifestyle Intelligence: Quickly learn everything you need to know about your next best prospect
  • Modeling & Scoring: Propensity to Spend (P2S), the industry’s first, advanced data science-based, numerical score to help you hyper-personalize your engagement based on insight into your prospects spending preferences.
  • Campaign-as-a-Service: Turn insights into action and action into knowledge
  • Leo Scott, CTO, WealthEngine
  • Manmohan (Mac) Gupta, VP of Product Marketing, WealthEngine