CEO Speaks: The Next Generation of Wealth Intelligence

Original Broadcast Date: January 28, 2013

Join WealthEngine’s President & CEO, Tony Glowacki, as he introduces FindWealth 8, the next generation of wealth intelligence.  This 30 minute presentation will demo FindWealth 8 and share how we are leveraging technology to advance marketing and prospect research within each of our four pillars, Analytics, Research, Prospecting, and Consulting.  The result of these innovations allow you to segment and prioritize your top prospects and customers, so you can directly align your marketing and business development activities.  Topics to be covered include:

  • FindWealth 8 in Action—research and prospect faster, easier and more effectively with the latest technology
  • WealthEngine’s proprietary wealth ratings and scores—learn how they are improving marketing strategy and ROI
  • WealthEngine Institute—hear about our publications and webinars

Speakers:

  • Tony Glowacki, President & CEO, WealthEngine
  • James Dean, Senior Vice President and Head of Commercial Practices, WealthEngine

Download Slides and Recording