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Coldwell Banker Honored with WealthEngine Prosper Award

Coldwell Banker® Real Estate LLC was recently honored with a WealthEngine Prosper Award. The annual WE Prosper Awards honor leading brands and nonprofits that are delivering outstanding business and social impact using WealthEngine’s prospect engagement capabilities to deploy highly effective, personalized, wealth-aware campaigns. Awards are given across five business areas. Coldwell Banker Real Estate LLC, along with the Coldwell Banker Global Luxury® program, took the award for the luxury retail category.

“WealthEngine has been an excellent partner for the Coldwell Banker Global Luxury program from the start,” said Craig Hogan, vice president of luxury for Coldwell Banker Real Estate LLC. “Not only do we have access to their platform to give our company and sales associates an extra edge, but we are able to provide them with a wealth of data and reports that they can use for targeted high-net-worth buyer marketing and much more. Additionally, we collaborated with WealthEngine on our latest report, ‘A Look at Wealth: Millennial Millionaires‘ and it’s already generated a lot of buzz in the industry. Our partnership with WealthEngine has elevated our standing as a luxury real estate leader and thought leader.”

Beyond special reports like “A Look at Wealth,” Coldwell Banker Global Luxury specialists continue to find new and dynamic ways to use the data from the WealthEngine platform in the field. One of those specialists, Carrie Wells of Coldwell Banker Mason Morse in Aspen, said, “I have found WealthEngine to be extremely valuable to target a specific affluent audience for marketing certain listings.”

The WE Prosper Awards were presented at The Newseum in Washington D.C. earlier this month. The WE Prosper Summit is an annual gathering of thought leaders from global causes and international brands. Participants come together for a day-long conference of rich keynote speeches, how-tos, case studies and presentations from 17 thought leaders among our clients and partners. Patricia Smith of Coldwell Banker Riviera Realty in Surf City on Long Beach Island accepted the award on behalf of the Coldwell Banker brand.

WealthEngine CEO PV Boccasam presents the WE Prosper Award to Patricia Smith of Coldwell Banker Riviera Realty.

“We are proud to recognize the recipients of our 2019 WE Prosper Awards and humbled by their dedication to their communities and causes they support,” said Matt Melnick, SVP of Sales & Strategic Alliances. “We look forward to learning from their work and sharing best practices to generate positive momentum within our community.”

The theme of the 2019 WE Prosper Summit was The Power of Personalized Engagement. Thought leaders, experts, partners and clients convened to discuss the latest trends and best practices in data-driven prospecting. This year’s WE Prosper Summit also explored the actionable steps leaders can take to optimize their fundraising and marketing strategy.

The 2019 WE Prosper Summit featured key industry speakers including: Amy Pirozzolo, Head of Marketing at Fidelity Charitable; Rick Dunham, Chair of the Board of the Giving USA Foundation and Board Member of the Giving Institute; Patricia Eisner, former Chief Development Officer of The Malala Fund, now of Two Rivers Public Charter Schools; Tom Monahan, Board Member of Transunion and Managing Partner of Norton Street Capital and former CEO and Chairman of CEB; Bob Ghafouri, Founder of Accenture Bloom; Pat McQueen, Senior VP at; and many others.

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Coldwell Banker Honored with WealthEngine Prosper Award

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