Case Study: Butterfield & Robinson achieves personalized customer engagement and faster lead qualification with WealthEngine

Butterfield and Robinson - Customer Case Study

Butterfield & Robinson (B&R) is a luxury active-travel company founded in 1966 that offers curated biking, walking and custom trips worldwide. As customer acquisition shifted from print and events toward digital channels, B&R faced the challenge of personalizing marketing and quickly qualifying resource‑intensive private‑trip leads — knowing who could afford bespoke itineraries and what experiences would appeal to them.

B&R integrated WealthEngine’s FindWealth 8 and WE Engage with their CRM so trip designers can view real‑time wealth, lifestyle and interest profiles, segment and model top customers, and screen new website leads daily. The intelligence enabled prioritized, personalized outreach and lookalike prospecting; it also revealed new product opportunities (notably a bestselling Augusta Masters Golf trip) and delivered clear ROI while embedding data‑driven personalization into daily sales and marketing.

Butterfield and Robinson

Norman Howe

President