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Published by: Michael Phillips
Published on:

Case Study: 1st Global

Published by: Michael Phillips
Published on:

2.5x Increase in Campaign Response Rate

1st Global is a Dallas based financial services firm focused on research and consulting. They were able to leverage WealthEngine’s data and insights to gain a 2.5X increase in campaign response rate. Read more to see how.

The Goal

1st Global wanted to create an effective prospecting program. The aim of the program was to direct disciplined marketing campaigns on behalf of affiliated clients consisting of over 400 CPAs.

WealthEngine’s Solution

The firm leveraged WealthEngine’s demographic, wealth and lifestyle data to create targeted prospecting lists. These lists were then used by their affiliated firms to empower their market research. CPA firms were in turn, able to benefit from this to create efficient campaigns.

The Result

By using more than zip codes and real estate, they were able to uncover latent prospects with higher likelihoods of becoming wealth management clients. As a result,  1st Global’s clients saw that direct marketing response rates went up 2-5% to 7-10%. This is a 2.5X increase in comparison to their typical rate.

“WealthEngine allows us to go beyond surface-level assumptions on wealth — we let the numbers show us who to target. ” – Kristina Manser, Marketing and Brand Consultant