Case Study: 1st Global achieves a 2.5x increase in campaign response rate with WealthEngine

1st Global boosts campaign response rate 2.5x with WealthEngine

The customer, 1st Global, a financial services firm, faced the challenge of creating an effective prospecting program for its network of over 400 affiliated CPA firms. To achieve this goal, they partnered with vendor WealthEngine to leverage its demographic, wealth, and lifestyle data for better targeting.

WealthEngine's solution provided the data insights necessary to build highly targeted prospecting lists, moving beyond basic criteria like zip codes. This empowered the CPA firms to conduct superior market research and run more efficient campaigns. As a result of implementing WealthEngine's data, the customer's clients saw a 2.5x increase in their direct marketing response rates, which jumped from 2-5% to 7-10%.

1st Global