WealthEngine participates as a Salesforce.com Financial Services Cloud launch partner to transform the client-advisor experience.
Posted Mar 8, 2016
WealthEngine, a provider of predictive marketing analytics, audience development, and wealth intelligence services, is extending the capabilities of Salesforce.com Financial Services Cloud through its wealth scoring, predictive analytics, and precision prospecting tools.
"Five of the top 10 U.S.-based private banks use WealthEngine every day to find new private client prospects and to enhance current client relationships. We are excited to be one of the first partners to launch with Salesforce Financial Services Cloud," said Mark Logan, CEO of WealthEngine, in a statement. "Wealth managers and banks using Salesforce should consider WealthEngine to assist in finding new clients and to expand their books of business."
With WealthEngine, users can learn and leverage wealth scores and attributes of clients and prospects to tailor solutions to their interests and passions, understand what drives their best clients, and find more just like them.
"The future is here, and it's advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age," said Simon Mulcahy, general manager of financial services at Salesforce.com, in a statement. "WealthEngine is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice."