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Review New Wealth Ratings & Scores for Financial Services Firms for Successful Customer and Prospect Identification

Original Broadcast Date: April 26, 2012

Applying a systematic approach to wealth analysis allows financial services organizations to obtain an up-to-date wealth picture of both the clients that are currently driving their business, and the prospects that have the potential to become their best future clients, allowing them to save time and better focus their marketing and business development efforts. Please join us for a free half-hour webinar to learn about the new ratings and scores that are available in WealthEngine’s online wealth intelligence platform, including net worth estimates, liquidity (investable assets) and total asset measurements for nearly everyone person in the USA.

Topics covered include:
• Review new Wealth Scores & Ratings: Net Worth, Liquidity (Investable Assets) and Total Assets
• Utilize wealth scores for effective wealth identification and research
• Target the right prospects using wealth scores
• Best practices for applying wealth analytics

This information is helpful for those looking to expand their reach into new markets, grow their business with current and prospective customers, or simply gain an edge in their marketing.

Speakers:
Benjamin Post, Director of Analytics, WealthEngine
Tony Glowacki, President & CEO, WealthEngine

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