Look-Alike Models

Look-Alike Models
WealthEngine’s Look-Alike Model allows users to identify prospects who display similar characteristics to your best clients or customers based on factors li...
Tue, 23 Nov, 2021 at 11:44 AM
Commercial: Scoring Against a Model
Once you’ve created a look-alike model you can compare individuals to see how similar or different they are from the people in that model. This will help yo...
Sun, 16 Aug, 2020 at 11:56 AM
Modeling Best Practices
You can build models based on your top clients/customers in order to find others who look like them! Overall, applying a model will help you identify especi...
Tue, 23 Nov, 2021 at 1:25 PM