FAQ's

FAQ


Adoption Curve (7)

A close group of family, friends, and professional contacts you can call upon for candid feedback in the early states of launching a company or product to gain broad insights, like clarity of message and ease of use of a product and/or website.

Category: Adoption Curve

The first segment to adopt a new concept and/or technology. This segment consists of a small percentage of the population, approximately 2.5% of consumers, and are highly likely to consist of people who classify themselves as “risk takers”.

Category: Adoption Curve

An individual who has the power to affect the purchase decisions and thinking of others because of his/her authority, knowledge, position or relationship with his/her audience. This individual has a following in a particular niche, with which they actively engage; the size of the following depends on the size of the niche.

Category: Adoption Curve

A segment that is highly likely to adopt a new technology, and may also exhibit a high degree of leadership and possibly influencing power. This segment consists of approximately 13.5%.

Category: Adoption Curve

This segment is likely to adopt a relatively new technology after it has achieved a level of “buzz” and has been vetted by experts and/or influencers. This segment is approximately 34% of consumers, and members may have above-average social status, and accept change more quickly than the average.

Category: Adoption Curve

The individuals in this segment take a lot of time to adopt a new technology, and typically do so due to peer pressure. They may be sceptical of innovation and new technology. This segment is approximatley 34 of consumers%.

Category: Adoption Curve

This segment is typically fixated on past methods or technology for their daily usage and are relucatant to change. It makes up approximately 16% of consumers.

Category: Adoption Curve

Big 5 OCEAN Personality Categories (5)

Concerns the way in which we control, regulate, and direct our impulses.

Marked by pronounced engagement with the external world, versus being comfortable with your company.

Reflects individual differences in concern with cooperation and social harmony.

Refers to the tendency to experience negative emotions.

A dimension of personality that distinguishes imaginative, creative people from down-to-Earth, conventional people.

Billing and Accounts (1)

Pricing is combination of:

  1. Data prep & refinement (optional, billed hourly when needed).
  2. Number of monthly tracked contacts (cents per contact, per month).
  3. The combination of standard and custom models that we need to use to achieve clients’ goals.

Packages and Pricing:

  • “Out of the box” metrics: This tier requires little data prep to trial and set up. We only bill per contact tracked, so clients only pay for the data they consume. Clients may elect to set up a free account and integration with 500 free contacts as a test, prior to making a larger commitment.
  • Custom prescriptions: We work with a client to develop custom, product-specific metrics, such as lead scores that incorporate client data and require tuning and custom modeling to drive accuracy.
  • Professional services: We work with a client to develop a completely custom data integration; this type of project is appropriate if a client needs more than custom metrics.

Buyer's Journey (5)

Buyers identify a goal, challenge, or pain point they want to pursue. They also decide whether or not the goal, challenge, or pain point should be a priority.

Category: Buyer's Journey

Buyers have clearly defined a goal, challenge, or pain point and have committed to addressing it. They evaluate different tools and solutions available to pursue their goal or solve their challenge / pain point.

Category: Buyer's Journey

Buyers choose your solution to meet their goal, or solve their challenge / pain point.

Category: Buyer's Journey

Buyers are satisifed or highly satisifed with the outcome of their initial purchase and either repeat the purchase, or purchase a new offering.

Category: Buyer's Journey

Buyers exhibit a positive net promoter score and provide a testimonial, participation in a case study, or referr new customers. Partner customers are fully engaged in a long-term relationship. Provide them with high-quality champagne at the end of the year, or if they do not drink, artisinal root beer.

Category: Buyer's Journey

Campaigns (1)

Best practices in creating campaigns

In the text boxes,  shoot for a minimum of 25, and up to 250 words. the general rule is that the more dense with industry jargon, the better. Here’s a good example of what we suggested on client include (and exclude):

“Epitel is a digital health company that develops artificial intelligence solutions for monitoring brain health. Epitel’s flagship
product is Epilog, a hardware-enabled data analytics platform that brings medical-grade seizure monitoring into the homes of people living with epilepsy for the first time. EEG-based monitoring is the gold standard for seizure detection, but has never been available outside of the hospital until now. Epitel is a market leader in seizure detection, with the world’s largest and fastest-growing proprietary EEG seizure monitoring database, and a powerful suite of analytics and algorithms. Epitel is
70% grant-funded for the next two years, and is looking to accelerate its data collection, platform development, and regulatory clearance with a $500k SAFE in early 2019 and a follow-on $3.5 investment round at the end of 2019.”

THE EPILOG EXPERIENCE: SEIZURE CERTAINTY WHERE YOU ARE
• Medical-grade seizure detection outside of the hospital
• Real-time detection, alerting & prediction (NOT a biomarker)
• Discrete & non-invasive
• Affordable: $350-380/year (before reimbursement)
• Real-time monitoring that connects patients and caregivers
through a mobile app

EPILOG MARKET OPPORTUNITY
There are 3.4 million in the U.S. and over 70 million
people worldwide living with
epilepsy.
• Epilepsy is the 4th most common neurological
disorder – more common than Autism, Parkinson’s
disease, Multiple Sclerosis and Cerebral Palsy combined
• 1 in 26 people will develop epilepsy, of which 60%
have no known cause
Epilog’s target addressable market is 40% – people living
with epilepsy who are unable to control their seizures.

Epilog will launch initially through our thought leader clinical
partners and will grow through digital marketing,
epileptologists and clinics, and our relationships with the
world’s leading epilepsy foundations.
In the United States, this translates to 1.5 million
people – a $580 million market.

• Globally (US, EU, JP & AU), this translates to 4.3
million people – a $1.7 billion market.

TECHNOLOGY VALIDATION
Epitel’s active clinical studies are the foundation of creating
the world’s largest and most comprehensive device-driven
proprietary EEG seizure database, with machine learning
algorithms for detection, alerting, and predicting seizure
events. Epitel is a pioneer in low-power EEG hardware and
an advanced prototype is currently in use in clinical studies
for children and adults at three level 4 epilepsy centers and
three pharmaceutical clinical trials.


Category: Campaigns

Getting Started (27)

A close group of family, friends, and professional contacts you can call upon for candid feedback in the early states of launching a company or product to gain broad insights, like clarity of message and ease of use of a product and/or website.

Category: Adoption Curve

The first segment to adopt a new concept and/or technology. This segment consists of a small percentage of the population, approximately 2.5% of consumers, and are highly likely to consist of people who classify themselves as “risk takers”.

Category: Adoption Curve

An individual who has the power to affect the purchase decisions and thinking of others because of his/her authority, knowledge, position or relationship with his/her audience. This individual has a following in a particular niche, with which they actively engage; the size of the following depends on the size of the niche.

Category: Adoption Curve

A segment that is highly likely to adopt a new technology, and may also exhibit a high degree of leadership and possibly influencing power. This segment consists of approximately 13.5%.

Category: Adoption Curve

This segment is likely to adopt a relatively new technology after it has achieved a level of “buzz” and has been vetted by experts and/or influencers. This segment is approximately 34% of consumers, and members may have above-average social status, and accept change more quickly than the average.

Category: Adoption Curve

The individuals in this segment take a lot of time to adopt a new technology, and typically do so due to peer pressure. They may be sceptical of innovation and new technology. This segment is approximatley 34 of consumers%.

Category: Adoption Curve

This segment is typically fixated on past methods or technology for their daily usage and are relucatant to change. It makes up approximately 16% of consumers.

Category: Adoption Curve

Buyers identify a goal, challenge, or pain point they want to pursue. They also decide whether or not the goal, challenge, or pain point should be a priority.

Category: Buyer's Journey

Buyers have clearly defined a goal, challenge, or pain point and have committed to addressing it. They evaluate different tools and solutions available to pursue their goal or solve their challenge / pain point.

Category: Buyer's Journey

Buyers choose your solution to meet their goal, or solve their challenge / pain point.

Category: Buyer's Journey

Buyers are satisifed or highly satisifed with the outcome of their initial purchase and either repeat the purchase, or purchase a new offering.

Category: Buyer's Journey

Buyers exhibit a positive net promoter score and provide a testimonial, participation in a case study, or referr new customers. Partner customers are fully engaged in a long-term relationship. Provide them with high-quality champagne at the end of the year, or if they do not drink, artisinal root beer.

Category: Buyer's Journey

A short overview and walkthrough of the dashboard.

Category: Getting Started

Best practices in creating campaigns

In the text boxes,  shoot for a minimum of 25, and up to 250 words. the general rule is that the more dense with industry jargon, the better. Here’s a good example of what we suggested on client include (and exclude):

“Epitel is a digital health company that develops artificial intelligence solutions for monitoring brain health. Epitel’s flagship
product is Epilog, a hardware-enabled data analytics platform that brings medical-grade seizure monitoring into the homes of people living with epilepsy for the first time. EEG-based monitoring is the gold standard for seizure detection, but has never been available outside of the hospital until now. Epitel is a market leader in seizure detection, with the world’s largest and fastest-growing proprietary EEG seizure monitoring database, and a powerful suite of analytics and algorithms. Epitel is
70% grant-funded for the next two years, and is looking to accelerate its data collection, platform development, and regulatory clearance with a $500k SAFE in early 2019 and a follow-on $3.5 investment round at the end of 2019.”

THE EPILOG EXPERIENCE: SEIZURE CERTAINTY WHERE YOU ARE
• Medical-grade seizure detection outside of the hospital
• Real-time detection, alerting & prediction (NOT a biomarker)
• Discrete & non-invasive
• Affordable: $350-380/year (before reimbursement)
• Real-time monitoring that connects patients and caregivers
through a mobile app

EPILOG MARKET OPPORTUNITY
There are 3.4 million in the U.S. and over 70 million
people worldwide living with
epilepsy.
• Epilepsy is the 4th most common neurological
disorder – more common than Autism, Parkinson’s
disease, Multiple Sclerosis and Cerebral Palsy combined
• 1 in 26 people will develop epilepsy, of which 60%
have no known cause
Epilog’s target addressable market is 40% – people living
with epilepsy who are unable to control their seizures.

Epilog will launch initially through our thought leader clinical
partners and will grow through digital marketing,
epileptologists and clinics, and our relationships with the
world’s leading epilepsy foundations.
In the United States, this translates to 1.5 million
people – a $580 million market.

• Globally (US, EU, JP & AU), this translates to 4.3
million people – a $1.7 billion market.

TECHNOLOGY VALIDATION
Epitel’s active clinical studies are the foundation of creating
the world’s largest and most comprehensive device-driven
proprietary EEG seizure database, with machine learning
algorithms for detection, alerting, and predicting seizure
events. Epitel is a pioneer in low-power EEG hardware and
an advanced prototype is currently in use in clinical studies
for children and adults at three level 4 epilepsy centers and
three pharmaceutical clinical trials.


Category: Campaigns

It will look through all columns for those ones, so just make sure those have those labels, including case sensitivity.

We’ll ingest and store the other columns regardless of names, no need to delete them. Just make sure the main 5 listed above are easy for the system to identify. 

How it works – Custom Scores

1. Discovery Session: A client uploads or provides  CRM access + API Key. We’ll ingest the data to make sure it meets the thresholds for generating lead scores and provide preliminary client fit scores in return. Usually 1-2 hours of meetings and a CRM review. Results are usually back within 1-3 business days

2. Segmentation and Event Ingestion.  We’ll upload a new metric “fit score” for your initial product while your primary data is ingested by the Ai/Data Scientists. The initial scores make it easy to prioritize marketing and sales outreach. You can stop there, or you can keep going for more intelligent scores. ~1 week

3. Small Scale Testing: In addition to the fit scores, we can upload persona segments and product adoption tags (early adopter versus a laggard, etc.) We can also provide personalized messaging recommendations that increase the likelihood of engaging and converting prospects, so clients have a blueprint for building specific A/B marketing campaigns to test.

4. Score and Feature Tuning: As results from A/B testing are generated, the fit and leard scores are refined and updated by the data science team, along with additional  Ai generated insights.5. Scale: Models love data. As more is generated, your prospects’ fit scores and insights will continue to be refined, optimizing the cost per acquisition to continuously improve ROI. This can be done on a monthly or quarterly basis.

Category: Getting Started

How to sync your wrench data to iterable

What it is

Wrench.Ai allows you to add data science and Ai-driven marketing insights, automate hours worth of individual user research, assign personas and segmentations plans, tag users with prescribed campaign prescriptions, assign Ai-generated lead scores, and empower your marketing, sales, and support teams with custom user insights that enable you to build better relationships, and scale them—all without compromising users’ trust.

If you’re not already an Iterable client, click here to request a demo and see how an Iterable Wrench.Ai integration can work for you. You may also contact your CSM or email us questions at: iterable@wrench.ai.

*An integration requires both an Iterable and Wrench.Ai account.

Wrench.Ai Integration Overview:

The current Wrench-Iterable integration covers two part. The first is a one-way system webhook that is forwarded from Iterable to Wrench as new engagement data and captured by Iterable in real-time. All listed system events in this doc are sent to Wrench’s HTTP API with an event name that corresponds to the webhook, e.g., ‘[Iterable] emailClick’.

Once data has been analyzed processed and created by Wrench.AI, data is pushed back to your iterable CRM instance, creating new columns, with user-specific data fields, like category sophistication, persona types, lead score, etc.

Steps to Wrench.Ai Integration:

  1. Inside your Iterable account, under “Integrations”, click the green button to create a new API key button. Select “Standard” type from the dropdown menu, and click “CREATE”. 
  2. Your new API key will appear at the top of the list. Select the edit button that appears when you hover over the right hand side of the row, click “EDIT”, and rename the key as “Wrench.Ai”, then click ”SAVE” on the right hand side of the row. Copy the API key.
  3. Connect with a Wrench.Ai Account Rep at iterable@wrench.ai and supply the API key.
  4. Your Wrench.Ai Account Rep will confirm and supply you with a copy of a webhook endpoint URL.
  5. Inside your iterable account, navigate to “Integrations” then “Webhooks”. Click “CREATE WEBHOOK” and paste the URL endpoint supplied by Wrench.Ai in the text field, ensuring the “NoAuth Radio button is selected. Click “CREATE”.
Iterable create a webhook for Wrench API integration

Once created, the app will take you back to the webhooks screen. Scroll all the way to the right and hover over the row to reveal the “EDIT BUTTON” on the far right-hand side. Click “EDIT” and check all boxes to select all available events. Then click “SAVE” on the right side of the row.

iterable crm and wrench. Native API integration

That’s it! Within 24 hours you can confirm data arrived in your Iterable account by seeing your new Ai-enabled insights within “User Lookup” or within newly created lists. If you have any questions or need help setting up Wrench with Iterable, contact your CSM or iterable@wrench.

Category: Integrations

Wrench.AI’s tool, Parkour, automates predictable tasks in the product launch process, empowering teams to know who to target, how to most likely connect, and what angle is most likely to gain traction. As data from the launch are generated, the product launch “model” learns how to get more accurate, creating optimized product launch paths for future products. This allows teams to focus more on creativity, projects, and relationship-building that can’t be automated.

How it works: Users upload their database of contacts to the Wrench.AI app, and content about the product and company. Parkour quickly segments leads and identifies different buyer’s journey stages, identifying the ideal prospects to target, the best channels and marketing messages to use to engage and convert.

Wrench.AI’s tool Serendipity integrates with your CRM to automatically generate the insights required to understand and convert a user population, including segmentation, lead scores, and messaging strategy to map out the most effective and efficient buyer’s journey. For marketers, it takes the legwork and guessing out of a outreach and retention strategy. For business development, it streamlines prospect research and recommends cross-channel initiatives to increase engagement and ultimately conversion.

How it works: Users integrate their CRM or upload a database of contacts to the Wrench.AI app. Serendipity does hours worth of research almost instantly to each segment contacts, assign buyer’s journey categories, and identifies prospects to target, including the best channels and marketing messages to use to engage and convert.

Yes. We can recommend a messaging strategy for each aggregate group based on category sophistication, persuasion recommendations, and buyer’s journey. We also have templates of campaign copy that you can customize so you don’t have to start from scratch.    

Yes. The app automatically recognizes your contacts follower counts, recognizes bloggers, editors, etc; influencers have their own chart on the dashboard, and we have influencer outreach templates to kickoff outreach and engagement.

Yes. We can take a list of contacts and custom match them to an offering or new concept, generating a list of prospects with fit and lead scores (if you’ve integrated your data). This allows us to create a targeted list from your personal contacts. With several investor personas “built in” we can recognize angels, VC’s, family offices, institutional investors, Registered Investment Advisors (RIAs), and more. 

Definitely. It allows you to apply multiple industry and product matches simultaneously to identify a segment that’s likely to be comprised of experts.   

This is the process all buyers (you can easily swap “buyers” with “investors”) go through as they become aware of, evaluate, and purchase a new product or service. The journey is generally comprised of five-ish steps.

For example, you will talk to someone who is just figuring out they have a problem or need at the Awareness stage differently than you would someone who is weighing solutions at the Preference stage.

Each segment of your adoption curve will go through the buyer’s journey; if your marketing efforts are successful, you will see a drop-off in prospects at each stage, but a higher rate of engagement and conversion.  

Your influencers, comprised of celebrities, journalists, bloggers, and other online content creators, can help you deliver your message to the right people at the right time. Prior to reaching out to influencers, prepare a set of templates to help you streamline the process. Make sure you customize your communication to each influencer so they know you’ve done your homework (P.S. do your homework on each one you target). Your templates should include a follow-up (not everyone will read your initial email), requests for feedback after an influencer has tried your product, and content you can use for damage control to address a negative experience the right away. Avoid influencers with large platforms until you have a refined message and data that proves its efficacy.

We categorize prospects into different segments, based on the likelihood of their interest in a new concept and technology. The size of each bubble reflects a predicted investment opportunity.

We recommend marketing campaign suggestions for each segment so that you can optimize engagement and conversion based on a segment’s profile. The reason for this is that your approach and top line messaging to someone who is an “Innovator” is highly likely to have professional expertise and insights, versus a “Late Adopter”, who is likely to be more price sensitive and risk averse and therefore less likely to engage in a beta you might offer.  

We will track the outputs of your campaigns and refresh your data so that you can track if any prospects move to a new stage of the curve, but more than likely, prospects will remain in the same segment.

Yes. click  “Create Campaign”  under upload in your menu bar when inside the app. https://web.wrench.ai/#/create-campaign

Glossary (164)

Concerns the way in which we control, regulate, and direct our impulses.

Marked by pronounced engagement with the external world, versus being comfortable with your company.

Reflects individual differences in concern with cooperation and social harmony.

Refers to the tendency to experience negative emotions.

Truck Manufacturing Companies engaged in the manufacturing of trucks that provide local and long-haul trucking and transfer services for freight and cargo.

Trucking Companies that provide local and long-haul trucking and transfer services for freight and cargo.

Utilities – Independent Power Producers Independent providers of electric, gas and/or water utilities.

Utilities – Regulated Electric Companies engaged in the generation, transmission and/or distribution of electric energy for sale.

Utilities – Regulated Gas Companies engaged in the transmission, storage and/or distribution of natural gas.

Utilities – Diversified Companies that provide electric, gas and/or water utilities in combination with other services for sale.

Waste Management Companies engaged in the collection, treatment, storage, transfer, recycling and disposal of waste materials as well as companies providing supporting environmental, engineering and consulting services.

Companies engaged in distributing water for sale.

“ultra wealthy, sophisticated investors, custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the investment advisors who support them. HNWI, High net worth investments, Single Family Offices. With a long standing commitment to the family office community, we have built relationships with hundreds of family offices to help meet their objectives and maximize the value they bring to family members. Multi-Family Offices. Consider us an extension of your team, and leverage our expertise in servicing wealthy clients. Our dedicated team supports advisors so they can best deliver on their clients unique needs, and to help them grow. Wealthy Families. Our focus on wealthy families allows us to serve their complex needs by providing access to institutional investment and brokerage services, thought leadership, and a community of peers through a dedicated relationship team. Our product and service model is designed to meet the needs and challenges that ultra wealthy families may face. This includes a sophisticated set of institutional products and a dedicated relationship team that: Has the experience and expertise to appreciate the uniqueness of families of wealth. We strive for a ‘no voicemail’ policy**, so someone you know will be available to address your needs and requests. Your dedicated relationship team serves as your single point of contact for your investment services needs, including: Unique perspectives on family office investment behaviors from working exclusively with wealthy families, family offices, and advisors who support them. Guidance on investment strategy, asset allocation, and investment policy statement development. Access to a dedicated Investment Analyst who can execute complex trading strategies by leveraging Fidelitys institutional capital markets capabilities. CIMA CFA generational transition. investment office, creating a policy statement, and balancing a strategy to the wants of the family.

“The cannabis industry is composed of legal cultivators and producers, consumers, independent industrial standards bodies, ancillary products and services, regulators and researchers concerning cannabis and its industrial derivative, hemp. The cannabis industry has been inhibited by regulatory restrictions for most of recent history, but the legal market has emerged rapidly as more governments legalize medical and adult use. Marijuana (drug) sales in North America reached $6.7 billion in 2016, representing 30% growth year-over-year. According to a report by university researcher Jon Gettman, cannabis is the United States’ largest cash crop and “”a pervasive and ineradicable part of the national economy””. A 2015 ArcView Group report stated that it was the fastest growing industry in the United States. The industry in the United States is expected to grow from $2 billion in 2014 to as much as $10 billion in 2018, depending on legalization outcomes. By one estimate the industry in the United States could be $35 billion in 2020. According to GQ magazine in mid-2017, it was the second largest cash crop in the U.S., after corn, and worth over $40 billion. The national (non-psychoactive) hemp market was $600 million in 2015. Accurate predictions of potential future legal markets for hemp are deemed impossible to predict due to “”the absence since the 1950s of any commercial and unrestricted hemp production in the United States. cannabis, cannabis oil, sativa, indica, cannabinoid, hemp, marijuana, cbd, chemotype, terpenes, tincture, edible, tea, smoking, vaping, vaporizing, THC, mucosal, psychoactive, non-psychoactive, sublingual topical, transdermal, dab, cartridge, budtender, weed, rig, cannabis flower, bowl, pipe, bong, ganja, pot, cake, cookie

Communications that address prospects by name and incorporates content based on prospects’ unique needs and characteristics to focus on their pain points and recommend solutions.

Requires users to cooperate (work to-gether) to achieve a shared objective and rewards them for achieving their goals collectively.

Proactively offer prospects content that contrasts your solutions to those of competitors clearly and transparently.

A dimension of personality that distinguishes imaginative, creative people from down-to-Earth, conventional people.

REIT – Office Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of office properties including office buildings, complexes and centers.

REIT – Residential Self Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of residential properties including apartments, multi-family and single-family mortgage loans, manufactured housing, mobile-home parks and other residential properties.

REIT – Retail Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of retail properties including community shopping centers, factory outlet shopping centers, enclosed shopping mall centers, strip centers, restaurant and other retail properties.

REIT – Diversified Self-Administered Real Estate Investment Trusts engaged the acquisition, management and disposition of diversified property holdings, with no specific portfolio composition.

Rental & Leasing Services Companies that rent and/or lease various durable goods to the commercial and consumer market including cars and trucks, medical and industrial equipment, appliances and tools and other miscellaneous goods.

Residential Construction Companies engaged in the construction and renovation of residential buildings such as single-family houses, apartments and hotels.

Resorts & Casinos Companies that own, operate, and manage resort properties including beach clubs, time-share properties and luxury resort hotels and that conduct casino gaming operations through casino/resort hotel facilities, riverboat casinos and other gaming properties.

Restaurants Companies that own, operate, and franchise full-service restaurants that engaged in the retail sale of a wide variety of prepared food and drink.

Rubber & Plastics Companies that manufacture rubber and plastic based products including tires and inner tubes, hose and belting, plastic plate, pipe and film and other fabricated plastic and rubber products.

Savings & Cooperative Banks Savings and loan associations, building and loan associations, “cooperative banks‚Äù, homestead associations‚Äù, home financing and thrift institutions.

Scientific & Technical Instruments Companies that design, develop, manufacture and market sophisticated electronics of a more technical nature including lab apparatus, process and flow control devices, precise measurement and signal processing tools, search and navigation equipment and other scientific or technically based analytical or measuring devices

Security & Protection Services Companies that provide a broad line of security and protective services including protective or preventive devices, security guards and inspection services, security alarm and monitoring systems, detention and correction facilities and services and other related security-based services.

Semiconductor Equipment & Materials Companies that design, develop, manufacture and market equipment, spare parts, tools, cleaning devices and related materials for the semiconductor industry.

Semiconductor Memory Companies that design, develop, manufacture and market high performance memory and memory intensive products that retain information without power, including non-volatile (NVM) circuits, FLASH chips, NVRAMs, static random-access memory chips (SRAM), DRAM’s, FRAMs and ERAMs.

Semiconductors Major semiconductor companies engaged in diversified manufacturing activities, offering product line of integrated circuits, microprocessors, logic devices, chipsets, memory chips for a wide variety of users including telecom, computer, networking, wireless and other instrumentation industries. Includes companies that design, develop, manufacture and market general application integrated circuits including analog and digital ICs, microwave and radio-frequency circuits, silicon wafer chips, highly specialized logic devices and multimedia products including high density programmable logic devices (PLDs), special-purpose linear and mixed signal ICs, custom-designed ICs and multimedia accelerators and graphics controllers.

Shipping & Ports Companies that provide transportation of freight and cargo via water and water ways.

Silver Companies engaged in Silver ore related activities including exploration, mining, and extraction.

Software – Application Companies that primarily design, develop, market and support enterprise application software including producers of client/server software solutions for supply chain management, document management, relational database management, security software, solutions and products that protect data and software on computers and networks, financial and business applications and any other application that serves or solves a particular business or individual need. Also includes technical software including design automation, design analysis and optimization, computer-aided design (CAD) and computer-aided engineering (CAE), systems software and utilities and scientific and engineering software.

Software – Infrastructure Companies that develop, design, support and provide software and services for various business applications including retail automation, transactions and billing, staffing and cost-management, banking and accounting, real-time information management and other software and services aimed at businesses as well as companies providing computer leasing and repair services.

Solar Companies engaged in the manufacturing of mono and multicrystalline photovoltaic (PV) modules.

Specialty Chemicals Companies that manufacture specialty chemical products such as polishes, adhesives and sealants, explosives, printing ink, carbon black, acids, repellants and cleaning solutions.

Specialty Finance Companies engaged in originating, purchasing, selling and servicing home mortgage and equity loans.

Specialty Retail Companies engaged in the specialty retail of various goods and products not covered in a specific industry group. This group includes retailers such as bookstores, office-supply stores, gas stations, pawn shops, novelty shops, auto part stores, electronic stocks, home furnishing stores, sporting good stores, toy and hobby stores, music and video stores, and many other miscellaneous retailers.

Staffing & Outsourcing Services Companies that provide diverse staffing and employment services including temporary staffing and permanent placement, outsourcing and other employment related services to businesses and government.

Steel & Iron Companies engaged in the mining of iron ores; production and processing of steel and steel and iron based products.

Telecom Services Telecom companies that primarily provide telephone services and companies that provide a wide variety of telecom services including local, national, international and long-distance phone services. Companies that offer and provide wireless communication products and services including cellular, paging, wireless data and messaging services and other mobile and wireless telecom services. Also includes companies that design and provide services including fax communication services, prepaid phone cards, interactive telephone services, pay phones, directory assistance services, phone service resellers and other miscellaneous services as well as companies that provide internet access services.

Textile Manufacturing Companies that manufacture and mill various textile products including apparel fabrics, bedding and accessories, home furnishing fabrics, carpets and rugs, curtains and drapes and other milled textile products.

Tobacco Companies that manufacture and market cigarettes, snuff, cigars, chewing tobacco and all other tobacco products except for cigarettes.

Tools & Accessories Companies that manufacture small, hand-held tools including power driven drills, welding apparatus, lawn and garden equipment and other power or manually operated tools and accessories such as hardware, nuts, bolts, rivets and other fasteners.

Lodging Companies that develop, manage, own and operate lodging facilities including motels, extended-stay and full-service hotels and economy hotels and inns.

Long-Term Care Facilities Companies that operate long-term care facilities such as assisted-living centers and nursing and retirement homes while providing wide range of health-care services.

Lumber & Wood Production Companies that grow timber, mill lumber and manufacture wood and wood products for construction.

Luxury Goods Companies engaged in the specialty retail of jewelry and related luxury specialty items such as watches, china, crystal and silverware.

Marketing Services Companies engaged in marketing related activities including production of outdoor advertising, promotional materials, direct- mail services and products and marketing research services.

Media – Diversified Diversified – Large, major, entertainment operatives with diversified holdings in movies, television, theme parks and other media-based entertainment. Includes companies primarily engaged in the production and distribution of motion pictures and video and the operation of movie theaters.

Medial Distribution Companies primarily engaged in the distribution and supply of medical instruments and supplies, ophthalmic goods and other heath-related items to the medical and health-care industry.

Medical Care Companies that provide medical services through the ownership and operation of general medical hospitals, psychiatric hospitals and other specialty-care hospitals such as substance-abuse centers.

Medical Devices Companies that develop, manufacture, and market medical and surgical equipment and machinery including orthopedic products, respiratory care equipment, wheelchairs, x-ray equipment, laser systems and other major medical machines and apparatus.

Medical Instruments & Supplies Companies that develop, design, manufacture and market medical and dental instruments and supplies including catheters, needles, implants, syringes, values, eye wear, and eye care products and other health related devices and supplies.

Metal Fabrication Companies that fabricate, stamp or form iron, steel or other metals into products such as structured components, auto and aircraft assemblies, tanks and vessels and other industrial products.

Oil & Gas Drilling Companies primarily engaged in the drilling and exploration for petroleum and natural gas by means of offshore and onshore drilling and related oil well and contracting services.

Oil & Gas E&P Major energy companies engaged in gas exploration and production.

Oil & Gas Equipment & Services Companies primarily engaged in providing oilfield services and equipment such as contract drilling, seismic surveys, equipment and tool rental, pumping and processing services, inspection and contracting services.

Oil & Gas Integrated Major energy companies engaged in the diverse aspects of oil and gas operations including crude oil & gas exploration, production, manufacturing, refining, marketing & transportation.

Oil & Gas Midstream Companies primarily engaged in owning and operating oilfield pipelines involving the gathering, processing and transportation of natural crude petroleum.

Oil & Gas Refining & Marketing Companies primarily engaged in the refining, gathering, marketing and selling of petroleum and petroleum products.

Packaged Foods Companies that process and package food products including frozen foods, grain products, canned foods, snack foods and pet products.

Packaging & Containers Companies that manufacture and market a broad line of paper, plastic, metal and glass packaging products including corrugated boxes, cardboard containers, bottles, cans and plastic foam and food containers.

Paper & Paper Products Companies that manufacture and market paper and paper related products from wood pulp and other fibers.

Pay TV Companies primarily engaged in cable television services and transmissions and other pay-per-view programming and services.

Personal Services Companies that provide services of personal nature or that are particularly structured for the individual or group being served including veterinary services, funeral and cemetery services, child care services, portrait and photo services, tax preparation and legal services and other miscellaneous personal services.

Pharmaceutical Retailers Companies engaged in the retail sale of prescription drugs and patent medicines as well as a number of related lines such as cosmetics, toiletries and novelty merchandise.

Pollution & Treatment Controls Companies that manufacture equipment designed to control pollution including control systems, hazardous waste disposal systems, recovery systems, treatment processes, filtration systems, cleaning and separation applications and recycling machinery.

Publishing Companies primarily engaged in the publishing of periodicals such as magazines, comic books, trade journals, books, pamphlets and newspapers.

Railroads Companies that provide transportation of passengers and freight by line-haul railroad as well as related railroad equipment and repair services.

Real Estate – General Companies engaged in subdividing and developing real estate to be held in inventory or to be sold to others.

Real Estate Services Companies engaged in acquiring, selling, developing, operating, managing and leasing real property including commercial and industrial properties, apartments and retail sites.

Recreational Vehicles Companies that manufacture a broad line of recreational vehicles including self-contained motor homes, campers, all terrain vehicles, travel/camper trailers, snowmobiles and motorcycles.

REIT – Healthcare Facilities Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of health-care properties including long- term care facilities, acute care and rehab hospitals, psychiatric facilities and substance-abuse centers.

REIT – Hotel & Motel Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of lodging properties including full and limited service hotels and motels.

REIT – Industrial Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of industrial purpose properties including bulk warehouses, self-storage facilities, distribution facilities and other light industrial facilities.

Education & Training Services Companies that provide educational and training services including college and junior- college courses, higher-education programs, technical and vocational training and other education-based services.

Electronic Components Companies that design, develop, manufacture and market a wide variety of electronic devices including electron tubes, electronic capacitors, electronic resistors, electronic coil and transformers, electronic connectors and other general-purpose electronics components and products.

Electronic Gaming & Multimedia Companies that primarily design, develop, market and support multimedia based software, including multimedia production software, interactive software, entertainment and games software, graphic design and publishing software, educational software, productivity and CD-ROM products.

Electronics Distribution Companies primarily engaged in the distribution and supply of electronic equipment and appliances, electrical cable, wires and other components and parts to wide array of consumer, commercial and manufacturing customers.

Engineering & Construction Companies engaged in construction of industrial and nonresidential structures, streets and highways, bridges and tunnels, docks and piers, dams and water projects, utility lines and other large building projects.

Farm & Construction Machinery Companies that manufacture agricultural and construction machinery including tractors, planting and harvesting machines, cranes, earthmovers, excavators and other related equipment and machinery.

Farm Products Companies that produce, raise and grow agricultural and farm based food products including fruits, vegetables, other crop products, cattle and eggs.

Financial Exchanges Companies primarily engaged in the operation of security exchanges.

Food Distribution Companies primarily engaged in the distribution and supply of food products including packaged goods, meat, dairy products, frozen foods and related groceries to grocery stores, restaurants and other food- service centers.

Footwear & Accessories Companies that manufacture, design, market and sell all lines of footwear and apparel accessories including luggage, handbags and purses, belts and other leather goods.

Gambling Companies that own, operate and manage lawful gaming activities and events including horse and dog racing, bingo, riverboat gambling, video lottery and other coin-operated gaming devices.

Gold Companies engaged in Gold ore related activities including exploration, mining, processing, extraction and smelting.

Grocery Stores Companies engaged in the retail sale of groceries including dry goods, meat, produce, frozen foods, diary products, seafood, deli/bakery and nonfood items.

Health Care Plans Companies that offer and provide a wide variety of managed health and dental care products and services including HMO’s, PPO’s and other health insurance plans.

Healthcare Information Services Companies that develop and provide comprehensive physician practice management systems and software for hospitals, medical practices and managed-care organizations.

Home Furnishings & Fixtures Companies that manufacture and market household products such as wooden, metal and upholstered furniture, mattresses and bedsprings and lighting fixtures.

Home Improvement Stores Companies engaged in the retail sale of home-improvement items such as lumber, hardware and other building materials, plants and other garden supplies and various other items for the home.

Household & Personal Products Companies that manufacture and market soaps and other detergents, polishing and sanitation goods and produce glycerin from vegetable and animal fats and oils. Also includes companies that manufacture and market personal care products including perfume, cosmetics and other toilet preparations, infant and adult sanitary paper products, shaving razors and blades.

Industrial Distribution Companies primarily engaged in the distribution and supply of industrial equipment including construction and farming machinery, garden equipment and supplies and other industrial items to diversified market of redistributors and end-users.

Industrial Metals & Minerals Companies engaged in the mining, refining, producing, smelting and milling of miscellaneous ores including Lead, Zinc, Uranium, Radium, Vanadium, Nickel, Tin, Coal, Titanium, Platinum and other related materials.

Information Technology Services Companies that provide computer technology consulting, development and implementation services in order to solve information technology problems of various organizations.

Infrastructure Operations Companies engaged in developing, financing, maintaining and managing of infrastructure operations such as airports, roadways, etc…

Insurance – Diversified Insurance companies with diversified interests in life, health, and property and casualty insurance

Insurance – Life Companies primarily engaged in the underwriting, marketing and distribution of life insurance and related products to individuals and families.

Insurance – Property & Casualty Companies primarily engaged in the underwriting, marketing and distribution of fire, marine and casualty insurance for property and other tangible assets.

Insurance – Reinsurance Companies primarily engaged in the sale of reinsurance.

Insurance – Specialty Companies primarily engaged in the underwriting, marketing and distribution of accident and health, sickness and other specialty or supplemental insurance to individuals and families.

Insurance Brokers Companies acting primarily as agents or intermediaries in creating insurance contracts between clients and insurance companies.

Integrated Shipping & Logistics Companies that provide transportation of freight and cargo via diversified methods (i.e., trucks, airline, water and railways).

Internet Content & Information Companies that provide Internet navigation services and reference guide information for World Wide Web and that publish, provide or present proprietary, advertising and/or third party content.

Leisure Companies that manufacture, design, market and sell bicycles, sporting goods, recreational equipment , toys and other leisure products

Beverages – Brewers Companies that manufacture malt based beverages, beers and ales.

Beverages – Soft Drinks Companies that manufacture and bottle soft drinks, carbonated and spring water, fruit juices and other non-alcoholic beverages.

Beverages – Wineries & Distilleries Companies that manufacture distilled liquors, brandy and brandy spirits and wine.

Biotechnology Biotech and biopharmaceutical companies engaged in research, discovery, development and production of innovation drug and drug-related technologies.

Broadcasting – TV Companies primarily engaged in owning and operating television broadcast stations and providing and producing television programming services.

Broadcasting – Radio Companies primarily engaged in owning and operating radio broadcast stations and providing and producing radio programming services.

Building Materials Companies that manufacture a wide variety of building and construction products and materials including stone, clay and brick products, ceramic floor and wall title, plumbing, heating and A/C equipment, framing structures and doors, paint and other construction finishing products.

Business Equipment Companies that manufacture and market office and business machines such as copiers, fax machines, postage meters, point-of-sale terminals, ATM’s and office furniture and fixtures.

Business Services Companies that provide services to the commercial or business market including crop planting and preparation, printing and typesetting, warehousing and linen supply, collection and credit reporting, photocopying and graphic design, accounting and bookkeeping and other miscellaneous services target toward the business community.

Capital Markets Large, major investment houses offering wide variety of investment banking, underwriting, brokerage, research and advisory services to broad based national and international market.

Chemicals Major international chemical manufacturing companies engaged in diverse chemical and chemical-related operations.

Coal Companies engaged in mining coal.

Communication Equipment Companies that design, develop, manufacture and market equipment for the communication industry including fiber optic cable, computerized telecom peripherals, voice and data transmission and processing equipment, digital switching, signaling and accessing products, microwave radios, satellite products and equipment, voice-processing products, call-processing systems, video-conferencing systems & equipment, and interactive communication systems. Includes companies that offer and provide networking products that provide connectivity solutions for multi- use computing environments.

Computer Distribution Companies primarily engaged in the distribution, supply and support of computers and computer systems, peripheral equipment and software and other technological goods to various end-users.

Computer Systems Companies that primarily design, manufacture, support and market high-performance computer systems including mainframe computer systems, networked computer systems, client/server workstations, super servers and other multiprocessing, “super” computer systems, desktop PC’s, portable and notebook personal computers. Also includes companies that primarily design, manufacture and market a broad line of peripheral hardware product to be used with a computer including printers, scanners, image display products, multimedia products, digitizers and other computing solution add-ons as well as computer related systems including computing platforms, network computers, personal digital assistants, real- time computing systems, terminal display products and other computer-related devices.

Confectioners Companies that manufacture and refine raw sugar, syrup or finished cane and beet sugar, candy and chewing gum, chocolate and cocoa products.

Conglomerates Companies that are in three or more separate lines of business with no single line of business providing the dominant source of revenue or income.

Consumer Electronics Companies that manufacture and market household audio and video equipment including radios, stereos, television sets and VCR’s.

Contract Manufacturers Companies that design, develop, manufacture and market printed circuit boards, circuit assemblies and related electronic products.

Copper Companies engaged in the exploration, mining, smelting and refining of copper ores and related copper products.

Credit Services Companies that extend credit and make loans to individuals and business enterprises through credit cards, installment loans, student loans, business loans and other consumer and business credit instruments.

Data Storage Companies that primarily design, manufacture, develop, service and market data storage products for computer based information including tape storage systems, hard and magnetic disk drive systems, optical data storage products, removable cartridge hard drives and other storage and backup devices.

Department Stores Companies engaged in the retail sale of a diverse mix of merchandise emphasizing fashion apparel and accessories, home furnishings, electronics and cosmetics particularly structured for the individual or group being served including veterinary services, funeral and cemetery services, child care services, portrait and photo services, tax preparation and legal services and other miscellaneous personal services.

Diagnostics & Research Companies that provide laboratory testing services through imaging and other diagnostic services to the medical and dental market. Includes companies that develop, manufacture and market products for detection, prevention and treatment of human health problems including diagnostic screening products and testing kits, blood analysis systems, gene therapy and detection systems.

Discount Stores Companies engaged in the retail sale of a variety of merchandise in low and discounted price ranges.

Diversified Industrials Companies engaged in diversified machinery manufacturing operations including paper and food production machines, printing machinery, engines and turbines, air and gas processors, blowers and fans, furnaces and ovens and other general and special industry machines.

Drug Manufacturers – Specialty & Generic Companies engaged in development and discovery of branded forms of drug, drug-related products and generic drug products.

Drug Manufacturers – Major Major, global pharmaceutical manufacturers offering a broad and diverse line of drug and healthcare products; industry leaders that have made a significant commitment to the research and development of a long pipeline of drugs.

Advertising Agencies Companies engaged in full-service advertising operations including the planning, creating, producing and placing of advertising in various media such as TV, radio or print.

Aerospace & Defense Companies that manufacture a wide variety of aerospace/defense products including aircraft and aircraft parts, guided missiles and space vehicles, ships and marine equipment and other related aerospace/defense components and systems as well as companies supporting these products through repair and maintenance services.

Agricultural Inputs Companies that manufacture nitrogenous and phosphatic fertilizers, pesticides, seed and other agricultural chemical products

Airlines The major, international passenger airline companies that fly wide range of domestic and international routes.

Airports & Air Services Air transportation companies that provide related air services including helicopter transportation, air-charter services and other air emergency and business related services.

Aluminum Companies engaged in the production, refining, marketing, and distribution of aluminum and related aluminum based products.

Apparel Manufacturing Companies that manufacture, design, market, source and sell all lines of clothing for men, women and children.

Apparel Stores Companies engaged in the retail sale of men’s, women’s and/or children’s clothing, shoes and accessories.

Asset Management Investment management firms offering diversified services such as asset administration, investment advice, portfolio or mutual fund management, money management and investment research.

Auto & Truck Dealerships Companies engaged in the specialty retail of new and used automobiles, trucks and other vehicles through the operation and/or franchising of dealerships.

Auto Manufacturers Leading worldwide designers and manufacturers of passenger cars and trucks.

Auto Parts Companies that manufacture motor vehicle parts and accessories, but do not engage in manufacturing of complete car bodies.

Banks – Global Large, global, diverse financial institutions serving the corporate, consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking.

Banks – Regional – Africa Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Africa.

Banks – Regional – Asia Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Asia.

Banks – Regional – Australia Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Australia.

Banks – Regional – Canada Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Canada.

Banks – Regional – Europe Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Europe.

Banks – Regional – Latin America Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Latin America.

Banks – Regional – United States Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in the United States.

Wrench.AI’s tool, Parkour, automates predictable tasks in the product launch process, empowering teams to know who to target, how to most likely connect, and what angle is most likely to gain traction. As data from the launch are generated, the product launch “model” learns how to get more accurate, creating optimized product launch paths for future products. This allows teams to focus more on creativity, projects, and relationship-building that can’t be automated.

How it works: Users upload their database of contacts to the Wrench.AI app, and content about the product and company. Parkour quickly segments leads and identifies different buyer’s journey stages, identifying the ideal prospects to target, the best channels and marketing messages to use to engage and convert.

Wrench.AI’s tool Serendipity integrates with your CRM to automatically generate the insights required to understand and convert a user population, including segmentation, lead scores, and messaging strategy to map out the most effective and efficient buyer’s journey. For marketers, it takes the legwork and guessing out of a outreach and retention strategy. For business development, it streamlines prospect research and recommends cross-channel initiatives to increase engagement and ultimately conversion.

How it works: Users integrate their CRM or upload a database of contacts to the Wrench.AI app. Serendipity does hours worth of research almost instantly to each segment contacts, assign buyer’s journey categories, and identifies prospects to target, including the best channels and marketing messages to use to engage and convert.

Yes. We can recommend a messaging strategy for each aggregate group based on category sophistication, persuasion recommendations, and buyer’s journey. We also have templates of campaign copy that you can customize so you don’t have to start from scratch.    

This is the process all buyers (you can easily swap “buyers” with “investors”) go through as they become aware of, evaluate, and purchase a new product or service. The journey is generally comprised of five-ish steps.

For example, you will talk to someone who is just figuring out they have a problem or need at the Awareness stage differently than you would someone who is weighing solutions at the Preference stage.

Each segment of your adoption curve will go through the buyer’s journey; if your marketing efforts are successful, you will see a drop-off in prospects at each stage, but a higher rate of engagement and conversion.  

Your influencers, comprised of celebrities, journalists, bloggers, and other online content creators, can help you deliver your message to the right people at the right time. Prior to reaching out to influencers, prepare a set of templates to help you streamline the process. Make sure you customize your communication to each influencer so they know you’ve done your homework (P.S. do your homework on each one you target). Your templates should include a follow-up (not everyone will read your initial email), requests for feedback after an influencer has tried your product, and content you can use for damage control to address a negative experience the right away. Avoid influencers with large platforms until you have a refined message and data that proves its efficacy.

We categorize prospects into different segments, based on the likelihood of their interest in a new concept and technology. The size of each bubble reflects a predicted investment opportunity.

We recommend marketing campaign suggestions for each segment so that you can optimize engagement and conversion based on a segment’s profile. The reason for this is that your approach and top line messaging to someone who is an “Innovator” is highly likely to have professional expertise and insights, versus a “Late Adopter”, who is likely to be more price sensitive and risk averse and therefore less likely to engage in a beta you might offer.  

We will track the outputs of your campaigns and refresh your data so that you can track if any prospects move to a new stage of the curve, but more than likely, prospects will remain in the same segment.

Importing Contacts (1)

It will look through all columns for those ones, so just make sure those have those labels, including case sensitivity.

We’ll ingest and store the other columns regardless of names, no need to delete them. Just make sure the main 5 listed above are easy for the system to identify. 

Industry Definitions (150)

Truck Manufacturing Companies engaged in the manufacturing of trucks that provide local and long-haul trucking and transfer services for freight and cargo.

Trucking Companies that provide local and long-haul trucking and transfer services for freight and cargo.

Utilities – Independent Power Producers Independent providers of electric, gas and/or water utilities.

Utilities – Regulated Electric Companies engaged in the generation, transmission and/or distribution of electric energy for sale.

Utilities – Regulated Gas Companies engaged in the transmission, storage and/or distribution of natural gas.

Utilities – Diversified Companies that provide electric, gas and/or water utilities in combination with other services for sale.

Waste Management Companies engaged in the collection, treatment, storage, transfer, recycling and disposal of waste materials as well as companies providing supporting environmental, engineering and consulting services.

Companies engaged in distributing water for sale.

“ultra wealthy, sophisticated investors, custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the investment advisors who support them. HNWI, High net worth investments, Single Family Offices. With a long standing commitment to the family office community, we have built relationships with hundreds of family offices to help meet their objectives and maximize the value they bring to family members. Multi-Family Offices. Consider us an extension of your team, and leverage our expertise in servicing wealthy clients. Our dedicated team supports advisors so they can best deliver on their clients unique needs, and to help them grow. Wealthy Families. Our focus on wealthy families allows us to serve their complex needs by providing access to institutional investment and brokerage services, thought leadership, and a community of peers through a dedicated relationship team. Our product and service model is designed to meet the needs and challenges that ultra wealthy families may face. This includes a sophisticated set of institutional products and a dedicated relationship team that: Has the experience and expertise to appreciate the uniqueness of families of wealth. We strive for a ‘no voicemail’ policy**, so someone you know will be available to address your needs and requests. Your dedicated relationship team serves as your single point of contact for your investment services needs, including: Unique perspectives on family office investment behaviors from working exclusively with wealthy families, family offices, and advisors who support them. Guidance on investment strategy, asset allocation, and investment policy statement development. Access to a dedicated Investment Analyst who can execute complex trading strategies by leveraging Fidelitys institutional capital markets capabilities. CIMA CFA generational transition. investment office, creating a policy statement, and balancing a strategy to the wants of the family.

“The cannabis industry is composed of legal cultivators and producers, consumers, independent industrial standards bodies, ancillary products and services, regulators and researchers concerning cannabis and its industrial derivative, hemp. The cannabis industry has been inhibited by regulatory restrictions for most of recent history, but the legal market has emerged rapidly as more governments legalize medical and adult use. Marijuana (drug) sales in North America reached $6.7 billion in 2016, representing 30% growth year-over-year. According to a report by university researcher Jon Gettman, cannabis is the United States’ largest cash crop and “”a pervasive and ineradicable part of the national economy””. A 2015 ArcView Group report stated that it was the fastest growing industry in the United States. The industry in the United States is expected to grow from $2 billion in 2014 to as much as $10 billion in 2018, depending on legalization outcomes. By one estimate the industry in the United States could be $35 billion in 2020. According to GQ magazine in mid-2017, it was the second largest cash crop in the U.S., after corn, and worth over $40 billion. The national (non-psychoactive) hemp market was $600 million in 2015. Accurate predictions of potential future legal markets for hemp are deemed impossible to predict due to “”the absence since the 1950s of any commercial and unrestricted hemp production in the United States. cannabis, cannabis oil, sativa, indica, cannabinoid, hemp, marijuana, cbd, chemotype, terpenes, tincture, edible, tea, smoking, vaping, vaporizing, THC, mucosal, psychoactive, non-psychoactive, sublingual topical, transdermal, dab, cartridge, budtender, weed, rig, cannabis flower, bowl, pipe, bong, ganja, pot, cake, cookie

REIT – Office Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of office properties including office buildings, complexes and centers.

REIT – Residential Self Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of residential properties including apartments, multi-family and single-family mortgage loans, manufactured housing, mobile-home parks and other residential properties.

REIT – Retail Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of retail properties including community shopping centers, factory outlet shopping centers, enclosed shopping mall centers, strip centers, restaurant and other retail properties.

REIT – Diversified Self-Administered Real Estate Investment Trusts engaged the acquisition, management and disposition of diversified property holdings, with no specific portfolio composition.

Rental & Leasing Services Companies that rent and/or lease various durable goods to the commercial and consumer market including cars and trucks, medical and industrial equipment, appliances and tools and other miscellaneous goods.

Residential Construction Companies engaged in the construction and renovation of residential buildings such as single-family houses, apartments and hotels.

Resorts & Casinos Companies that own, operate, and manage resort properties including beach clubs, time-share properties and luxury resort hotels and that conduct casino gaming operations through casino/resort hotel facilities, riverboat casinos and other gaming properties.

Restaurants Companies that own, operate, and franchise full-service restaurants that engaged in the retail sale of a wide variety of prepared food and drink.

Rubber & Plastics Companies that manufacture rubber and plastic based products including tires and inner tubes, hose and belting, plastic plate, pipe and film and other fabricated plastic and rubber products.

Savings & Cooperative Banks Savings and loan associations, building and loan associations, “cooperative banks‚Äù, homestead associations‚Äù, home financing and thrift institutions.

Scientific & Technical Instruments Companies that design, develop, manufacture and market sophisticated electronics of a more technical nature including lab apparatus, process and flow control devices, precise measurement and signal processing tools, search and navigation equipment and other scientific or technically based analytical or measuring devices

Security & Protection Services Companies that provide a broad line of security and protective services including protective or preventive devices, security guards and inspection services, security alarm and monitoring systems, detention and correction facilities and services and other related security-based services.

Semiconductor Equipment & Materials Companies that design, develop, manufacture and market equipment, spare parts, tools, cleaning devices and related materials for the semiconductor industry.

Semiconductor Memory Companies that design, develop, manufacture and market high performance memory and memory intensive products that retain information without power, including non-volatile (NVM) circuits, FLASH chips, NVRAMs, static random-access memory chips (SRAM), DRAM’s, FRAMs and ERAMs.

Semiconductors Major semiconductor companies engaged in diversified manufacturing activities, offering product line of integrated circuits, microprocessors, logic devices, chipsets, memory chips for a wide variety of users including telecom, computer, networking, wireless and other instrumentation industries. Includes companies that design, develop, manufacture and market general application integrated circuits including analog and digital ICs, microwave and radio-frequency circuits, silicon wafer chips, highly specialized logic devices and multimedia products including high density programmable logic devices (PLDs), special-purpose linear and mixed signal ICs, custom-designed ICs and multimedia accelerators and graphics controllers.

Shipping & Ports Companies that provide transportation of freight and cargo via water and water ways.

Silver Companies engaged in Silver ore related activities including exploration, mining, and extraction.

Software – Application Companies that primarily design, develop, market and support enterprise application software including producers of client/server software solutions for supply chain management, document management, relational database management, security software, solutions and products that protect data and software on computers and networks, financial and business applications and any other application that serves or solves a particular business or individual need. Also includes technical software including design automation, design analysis and optimization, computer-aided design (CAD) and computer-aided engineering (CAE), systems software and utilities and scientific and engineering software.

Software – Infrastructure Companies that develop, design, support and provide software and services for various business applications including retail automation, transactions and billing, staffing and cost-management, banking and accounting, real-time information management and other software and services aimed at businesses as well as companies providing computer leasing and repair services.

Solar Companies engaged in the manufacturing of mono and multicrystalline photovoltaic (PV) modules.

Specialty Chemicals Companies that manufacture specialty chemical products such as polishes, adhesives and sealants, explosives, printing ink, carbon black, acids, repellants and cleaning solutions.

Specialty Finance Companies engaged in originating, purchasing, selling and servicing home mortgage and equity loans.

Specialty Retail Companies engaged in the specialty retail of various goods and products not covered in a specific industry group. This group includes retailers such as bookstores, office-supply stores, gas stations, pawn shops, novelty shops, auto part stores, electronic stocks, home furnishing stores, sporting good stores, toy and hobby stores, music and video stores, and many other miscellaneous retailers.

Staffing & Outsourcing Services Companies that provide diverse staffing and employment services including temporary staffing and permanent placement, outsourcing and other employment related services to businesses and government.

Steel & Iron Companies engaged in the mining of iron ores; production and processing of steel and steel and iron based products.

Telecom Services Telecom companies that primarily provide telephone services and companies that provide a wide variety of telecom services including local, national, international and long-distance phone services. Companies that offer and provide wireless communication products and services including cellular, paging, wireless data and messaging services and other mobile and wireless telecom services. Also includes companies that design and provide services including fax communication services, prepaid phone cards, interactive telephone services, pay phones, directory assistance services, phone service resellers and other miscellaneous services as well as companies that provide internet access services.

Textile Manufacturing Companies that manufacture and mill various textile products including apparel fabrics, bedding and accessories, home furnishing fabrics, carpets and rugs, curtains and drapes and other milled textile products.

Tobacco Companies that manufacture and market cigarettes, snuff, cigars, chewing tobacco and all other tobacco products except for cigarettes.

Tools & Accessories Companies that manufacture small, hand-held tools including power driven drills, welding apparatus, lawn and garden equipment and other power or manually operated tools and accessories such as hardware, nuts, bolts, rivets and other fasteners.

Lodging Companies that develop, manage, own and operate lodging facilities including motels, extended-stay and full-service hotels and economy hotels and inns.

Long-Term Care Facilities Companies that operate long-term care facilities such as assisted-living centers and nursing and retirement homes while providing wide range of health-care services.

Lumber & Wood Production Companies that grow timber, mill lumber and manufacture wood and wood products for construction.

Luxury Goods Companies engaged in the specialty retail of jewelry and related luxury specialty items such as watches, china, crystal and silverware.

Marketing Services Companies engaged in marketing related activities including production of outdoor advertising, promotional materials, direct- mail services and products and marketing research services.

Media – Diversified Diversified – Large, major, entertainment operatives with diversified holdings in movies, television, theme parks and other media-based entertainment. Includes companies primarily engaged in the production and distribution of motion pictures and video and the operation of movie theaters.

Medial Distribution Companies primarily engaged in the distribution and supply of medical instruments and supplies, ophthalmic goods and other heath-related items to the medical and health-care industry.

Medical Care Companies that provide medical services through the ownership and operation of general medical hospitals, psychiatric hospitals and other specialty-care hospitals such as substance-abuse centers.

Medical Devices Companies that develop, manufacture, and market medical and surgical equipment and machinery including orthopedic products, respiratory care equipment, wheelchairs, x-ray equipment, laser systems and other major medical machines and apparatus.

Medical Instruments & Supplies Companies that develop, design, manufacture and market medical and dental instruments and supplies including catheters, needles, implants, syringes, values, eye wear, and eye care products and other health related devices and supplies.

Metal Fabrication Companies that fabricate, stamp or form iron, steel or other metals into products such as structured components, auto and aircraft assemblies, tanks and vessels and other industrial products.

Oil & Gas Drilling Companies primarily engaged in the drilling and exploration for petroleum and natural gas by means of offshore and onshore drilling and related oil well and contracting services.

Oil & Gas E&P Major energy companies engaged in gas exploration and production.

Oil & Gas Equipment & Services Companies primarily engaged in providing oilfield services and equipment such as contract drilling, seismic surveys, equipment and tool rental, pumping and processing services, inspection and contracting services.

Oil & Gas Integrated Major energy companies engaged in the diverse aspects of oil and gas operations including crude oil & gas exploration, production, manufacturing, refining, marketing & transportation.

Oil & Gas Midstream Companies primarily engaged in owning and operating oilfield pipelines involving the gathering, processing and transportation of natural crude petroleum.

Oil & Gas Refining & Marketing Companies primarily engaged in the refining, gathering, marketing and selling of petroleum and petroleum products.

Packaged Foods Companies that process and package food products including frozen foods, grain products, canned foods, snack foods and pet products.

Packaging & Containers Companies that manufacture and market a broad line of paper, plastic, metal and glass packaging products including corrugated boxes, cardboard containers, bottles, cans and plastic foam and food containers.

Paper & Paper Products Companies that manufacture and market paper and paper related products from wood pulp and other fibers.

Pay TV Companies primarily engaged in cable television services and transmissions and other pay-per-view programming and services.

Personal Services Companies that provide services of personal nature or that are particularly structured for the individual or group being served including veterinary services, funeral and cemetery services, child care services, portrait and photo services, tax preparation and legal services and other miscellaneous personal services.

Pharmaceutical Retailers Companies engaged in the retail sale of prescription drugs and patent medicines as well as a number of related lines such as cosmetics, toiletries and novelty merchandise.

Pollution & Treatment Controls Companies that manufacture equipment designed to control pollution including control systems, hazardous waste disposal systems, recovery systems, treatment processes, filtration systems, cleaning and separation applications and recycling machinery.

Publishing Companies primarily engaged in the publishing of periodicals such as magazines, comic books, trade journals, books, pamphlets and newspapers.

Railroads Companies that provide transportation of passengers and freight by line-haul railroad as well as related railroad equipment and repair services.

Real Estate – General Companies engaged in subdividing and developing real estate to be held in inventory or to be sold to others.

Real Estate Services Companies engaged in acquiring, selling, developing, operating, managing and leasing real property including commercial and industrial properties, apartments and retail sites.

Recreational Vehicles Companies that manufacture a broad line of recreational vehicles including self-contained motor homes, campers, all terrain vehicles, travel/camper trailers, snowmobiles and motorcycles.

REIT – Healthcare Facilities Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of health-care properties including long- term care facilities, acute care and rehab hospitals, psychiatric facilities and substance-abuse centers.

REIT – Hotel & Motel Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of lodging properties including full and limited service hotels and motels.

REIT – Industrial Self-Administered Real Estate Investment Trusts engaged in the acquisition, management and disposition of industrial purpose properties including bulk warehouses, self-storage facilities, distribution facilities and other light industrial facilities.

Education & Training Services Companies that provide educational and training services including college and junior- college courses, higher-education programs, technical and vocational training and other education-based services.

Electronic Components Companies that design, develop, manufacture and market a wide variety of electronic devices including electron tubes, electronic capacitors, electronic resistors, electronic coil and transformers, electronic connectors and other general-purpose electronics components and products.

Electronic Gaming & Multimedia Companies that primarily design, develop, market and support multimedia based software, including multimedia production software, interactive software, entertainment and games software, graphic design and publishing software, educational software, productivity and CD-ROM products.

Electronics Distribution Companies primarily engaged in the distribution and supply of electronic equipment and appliances, electrical cable, wires and other components and parts to wide array of consumer, commercial and manufacturing customers.

Engineering & Construction Companies engaged in construction of industrial and nonresidential structures, streets and highways, bridges and tunnels, docks and piers, dams and water projects, utility lines and other large building projects.

Farm & Construction Machinery Companies that manufacture agricultural and construction machinery including tractors, planting and harvesting machines, cranes, earthmovers, excavators and other related equipment and machinery.

Farm Products Companies that produce, raise and grow agricultural and farm based food products including fruits, vegetables, other crop products, cattle and eggs.

Financial Exchanges Companies primarily engaged in the operation of security exchanges.

Food Distribution Companies primarily engaged in the distribution and supply of food products including packaged goods, meat, dairy products, frozen foods and related groceries to grocery stores, restaurants and other food- service centers.

Footwear & Accessories Companies that manufacture, design, market and sell all lines of footwear and apparel accessories including luggage, handbags and purses, belts and other leather goods.

Gambling Companies that own, operate and manage lawful gaming activities and events including horse and dog racing, bingo, riverboat gambling, video lottery and other coin-operated gaming devices.

Gold Companies engaged in Gold ore related activities including exploration, mining, processing, extraction and smelting.

Grocery Stores Companies engaged in the retail sale of groceries including dry goods, meat, produce, frozen foods, diary products, seafood, deli/bakery and nonfood items.

Health Care Plans Companies that offer and provide a wide variety of managed health and dental care products and services including HMO’s, PPO’s and other health insurance plans.

Healthcare Information Services Companies that develop and provide comprehensive physician practice management systems and software for hospitals, medical practices and managed-care organizations.

Home Furnishings & Fixtures Companies that manufacture and market household products such as wooden, metal and upholstered furniture, mattresses and bedsprings and lighting fixtures.

Home Improvement Stores Companies engaged in the retail sale of home-improvement items such as lumber, hardware and other building materials, plants and other garden supplies and various other items for the home.

Household & Personal Products Companies that manufacture and market soaps and other detergents, polishing and sanitation goods and produce glycerin from vegetable and animal fats and oils. Also includes companies that manufacture and market personal care products including perfume, cosmetics and other toilet preparations, infant and adult sanitary paper products, shaving razors and blades.

Industrial Distribution Companies primarily engaged in the distribution and supply of industrial equipment including construction and farming machinery, garden equipment and supplies and other industrial items to diversified market of redistributors and end-users.

Industrial Metals & Minerals Companies engaged in the mining, refining, producing, smelting and milling of miscellaneous ores including Lead, Zinc, Uranium, Radium, Vanadium, Nickel, Tin, Coal, Titanium, Platinum and other related materials.

Information Technology Services Companies that provide computer technology consulting, development and implementation services in order to solve information technology problems of various organizations.

Infrastructure Operations Companies engaged in developing, financing, maintaining and managing of infrastructure operations such as airports, roadways, etc…

Insurance – Diversified Insurance companies with diversified interests in life, health, and property and casualty insurance

Insurance – Life Companies primarily engaged in the underwriting, marketing and distribution of life insurance and related products to individuals and families.

Insurance – Property & Casualty Companies primarily engaged in the underwriting, marketing and distribution of fire, marine and casualty insurance for property and other tangible assets.

Insurance – Reinsurance Companies primarily engaged in the sale of reinsurance.

Insurance – Specialty Companies primarily engaged in the underwriting, marketing and distribution of accident and health, sickness and other specialty or supplemental insurance to individuals and families.

Insurance Brokers Companies acting primarily as agents or intermediaries in creating insurance contracts between clients and insurance companies.

Integrated Shipping & Logistics Companies that provide transportation of freight and cargo via diversified methods (i.e., trucks, airline, water and railways).

Internet Content & Information Companies that provide Internet navigation services and reference guide information for World Wide Web and that publish, provide or present proprietary, advertising and/or third party content.

Leisure Companies that manufacture, design, market and sell bicycles, sporting goods, recreational equipment , toys and other leisure products

Beverages – Brewers Companies that manufacture malt based beverages, beers and ales.

Beverages – Soft Drinks Companies that manufacture and bottle soft drinks, carbonated and spring water, fruit juices and other non-alcoholic beverages.

Beverages – Wineries & Distilleries Companies that manufacture distilled liquors, brandy and brandy spirits and wine.

Biotechnology Biotech and biopharmaceutical companies engaged in research, discovery, development and production of innovation drug and drug-related technologies.

Broadcasting – TV Companies primarily engaged in owning and operating television broadcast stations and providing and producing television programming services.

Broadcasting – Radio Companies primarily engaged in owning and operating radio broadcast stations and providing and producing radio programming services.

Building Materials Companies that manufacture a wide variety of building and construction products and materials including stone, clay and brick products, ceramic floor and wall title, plumbing, heating and A/C equipment, framing structures and doors, paint and other construction finishing products.

Business Equipment Companies that manufacture and market office and business machines such as copiers, fax machines, postage meters, point-of-sale terminals, ATM’s and office furniture and fixtures.

Business Services Companies that provide services to the commercial or business market including crop planting and preparation, printing and typesetting, warehousing and linen supply, collection and credit reporting, photocopying and graphic design, accounting and bookkeeping and other miscellaneous services target toward the business community.

Capital Markets Large, major investment houses offering wide variety of investment banking, underwriting, brokerage, research and advisory services to broad based national and international market.

Chemicals Major international chemical manufacturing companies engaged in diverse chemical and chemical-related operations.

Coal Companies engaged in mining coal.

Communication Equipment Companies that design, develop, manufacture and market equipment for the communication industry including fiber optic cable, computerized telecom peripherals, voice and data transmission and processing equipment, digital switching, signaling and accessing products, microwave radios, satellite products and equipment, voice-processing products, call-processing systems, video-conferencing systems & equipment, and interactive communication systems. Includes companies that offer and provide networking products that provide connectivity solutions for multi- use computing environments.

Computer Distribution Companies primarily engaged in the distribution, supply and support of computers and computer systems, peripheral equipment and software and other technological goods to various end-users.

Computer Systems Companies that primarily design, manufacture, support and market high-performance computer systems including mainframe computer systems, networked computer systems, client/server workstations, super servers and other multiprocessing, “super” computer systems, desktop PC’s, portable and notebook personal computers. Also includes companies that primarily design, manufacture and market a broad line of peripheral hardware product to be used with a computer including printers, scanners, image display products, multimedia products, digitizers and other computing solution add-ons as well as computer related systems including computing platforms, network computers, personal digital assistants, real- time computing systems, terminal display products and other computer-related devices.

Confectioners Companies that manufacture and refine raw sugar, syrup or finished cane and beet sugar, candy and chewing gum, chocolate and cocoa products.

Conglomerates Companies that are in three or more separate lines of business with no single line of business providing the dominant source of revenue or income.

Consumer Electronics Companies that manufacture and market household audio and video equipment including radios, stereos, television sets and VCR’s.

Contract Manufacturers Companies that design, develop, manufacture and market printed circuit boards, circuit assemblies and related electronic products.

Copper Companies engaged in the exploration, mining, smelting and refining of copper ores and related copper products.

Credit Services Companies that extend credit and make loans to individuals and business enterprises through credit cards, installment loans, student loans, business loans and other consumer and business credit instruments.

Data Storage Companies that primarily design, manufacture, develop, service and market data storage products for computer based information including tape storage systems, hard and magnetic disk drive systems, optical data storage products, removable cartridge hard drives and other storage and backup devices.

Department Stores Companies engaged in the retail sale of a diverse mix of merchandise emphasizing fashion apparel and accessories, home furnishings, electronics and cosmetics particularly structured for the individual or group being served including veterinary services, funeral and cemetery services, child care services, portrait and photo services, tax preparation and legal services and other miscellaneous personal services.

Diagnostics & Research Companies that provide laboratory testing services through imaging and other diagnostic services to the medical and dental market. Includes companies that develop, manufacture and market products for detection, prevention and treatment of human health problems including diagnostic screening products and testing kits, blood analysis systems, gene therapy and detection systems.

Discount Stores Companies engaged in the retail sale of a variety of merchandise in low and discounted price ranges.

Diversified Industrials Companies engaged in diversified machinery manufacturing operations including paper and food production machines, printing machinery, engines and turbines, air and gas processors, blowers and fans, furnaces and ovens and other general and special industry machines.

Drug Manufacturers – Specialty & Generic Companies engaged in development and discovery of branded forms of drug, drug-related products and generic drug products.

Drug Manufacturers – Major Major, global pharmaceutical manufacturers offering a broad and diverse line of drug and healthcare products; industry leaders that have made a significant commitment to the research and development of a long pipeline of drugs.

Advertising Agencies Companies engaged in full-service advertising operations including the planning, creating, producing and placing of advertising in various media such as TV, radio or print.

Aerospace & Defense Companies that manufacture a wide variety of aerospace/defense products including aircraft and aircraft parts, guided missiles and space vehicles, ships and marine equipment and other related aerospace/defense components and systems as well as companies supporting these products through repair and maintenance services.

Agricultural Inputs Companies that manufacture nitrogenous and phosphatic fertilizers, pesticides, seed and other agricultural chemical products

Airlines The major, international passenger airline companies that fly wide range of domestic and international routes.

Airports & Air Services Air transportation companies that provide related air services including helicopter transportation, air-charter services and other air emergency and business related services.

Aluminum Companies engaged in the production, refining, marketing, and distribution of aluminum and related aluminum based products.

Apparel Manufacturing Companies that manufacture, design, market, source and sell all lines of clothing for men, women and children.

Apparel Stores Companies engaged in the retail sale of men’s, women’s and/or children’s clothing, shoes and accessories.

Asset Management Investment management firms offering diversified services such as asset administration, investment advice, portfolio or mutual fund management, money management and investment research.

Auto & Truck Dealerships Companies engaged in the specialty retail of new and used automobiles, trucks and other vehicles through the operation and/or franchising of dealerships.

Auto Manufacturers Leading worldwide designers and manufacturers of passenger cars and trucks.

Auto Parts Companies that manufacture motor vehicle parts and accessories, but do not engage in manufacturing of complete car bodies.

Banks – Global Large, global, diverse financial institutions serving the corporate, consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking.

Banks – Regional – Africa Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Africa.

Banks – Regional – Asia Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Asia.

Banks – Regional – Australia Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Australia.

Banks – Regional – Canada Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Canada.

Banks – Regional – Europe Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Europe.

Banks – Regional – Latin America Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in Latin America.

Banks – Regional – United States Large, regional, diverse financial institutions serving the corporate, government and consumer needs of retail banking, investment banking, trust management, credit cards and mortgage banking in the United States.

Integrations (1)

How to sync your wrench data to iterable

What it is

Wrench.Ai allows you to add data science and Ai-driven marketing insights, automate hours worth of individual user research, assign personas and segmentations plans, tag users with prescribed campaign prescriptions, assign Ai-generated lead scores, and empower your marketing, sales, and support teams with custom user insights that enable you to build better relationships, and scale them—all without compromising users’ trust.

If you’re not already an Iterable client, click here to request a demo and see how an Iterable Wrench.Ai integration can work for you. You may also contact your CSM or email us questions at: iterable@wrench.ai.

*An integration requires both an Iterable and Wrench.Ai account.

Wrench.Ai Integration Overview:

The current Wrench-Iterable integration covers two part. The first is a one-way system webhook that is forwarded from Iterable to Wrench as new engagement data and captured by Iterable in real-time. All listed system events in this doc are sent to Wrench’s HTTP API with an event name that corresponds to the webhook, e.g., ‘[Iterable] emailClick’.

Once data has been analyzed processed and created by Wrench.AI, data is pushed back to your iterable CRM instance, creating new columns, with user-specific data fields, like category sophistication, persona types, lead score, etc.

Steps to Wrench.Ai Integration:

  1. Inside your Iterable account, under “Integrations”, click the green button to create a new API key button. Select “Standard” type from the dropdown menu, and click “CREATE”. 
  2. Your new API key will appear at the top of the list. Select the edit button that appears when you hover over the right hand side of the row, click “EDIT”, and rename the key as “Wrench.Ai”, then click ”SAVE” on the right hand side of the row. Copy the API key.
  3. Connect with a Wrench.Ai Account Rep at iterable@wrench.ai and supply the API key.
  4. Your Wrench.Ai Account Rep will confirm and supply you with a copy of a webhook endpoint URL.
  5. Inside your iterable account, navigate to “Integrations” then “Webhooks”. Click “CREATE WEBHOOK” and paste the URL endpoint supplied by Wrench.Ai in the text field, ensuring the “NoAuth Radio button is selected. Click “CREATE”.
Iterable create a webhook for Wrench API integration

Once created, the app will take you back to the webhooks screen. Scroll all the way to the right and hover over the row to reveal the “EDIT BUTTON” on the far right-hand side. Click “EDIT” and check all boxes to select all available events. Then click “SAVE” on the right side of the row.

iterable crm and wrench. Native API integration

That’s it! Within 24 hours you can confirm data arrived in your Iterable account by seeing your new Ai-enabled insights within “User Lookup” or within newly created lists. If you have any questions or need help setting up Wrench with Iterable, contact your CSM or iterable@wrench.

Category: Integrations

Product and Package (11)

Pricing is combination of:

  1. Data prep & refinement (optional, billed hourly when needed).
  2. Number of monthly tracked contacts (cents per contact, per month).
  3. The combination of standard and custom models that we need to use to achieve clients’ goals.

Packages and Pricing:

  • “Out of the box” metrics: This tier requires little data prep to trial and set up. We only bill per contact tracked, so clients only pay for the data they consume. Clients may elect to set up a free account and integration with 500 free contacts as a test, prior to making a larger commitment.
  • Custom prescriptions: We work with a client to develop custom, product-specific metrics, such as lead scores that incorporate client data and require tuning and custom modeling to drive accuracy.
  • Professional services: We work with a client to develop a completely custom data integration; this type of project is appropriate if a client needs more than custom metrics.

Overview of Wrench Products

Wrench.Ai is a user engagement and people insights platform that empowers your entire organization to deliver meaningful personalization at scale, without compromising users’ trust. Wrench.Ai tools enable your team to automate hours of per person contact research in seconds, using deep learning to detect customer preferences and prescribe personalization strategies that increase engagement, drive conversions, and boost satisfaction rates in leading customer-centric enterprises.

We have three product categories:

  • “Out of the box” metrics, including persuasion angles, segmentations, and psychographic insights that help you understand your users’ behaviors, habits, and decisions.
  • Custom prescriptions that combine our proprietary deep learning with your CRM data to generate custom metrics, including lead scores, personalized product and messaging recommendations, campaign messaging, and A/B testing strategies.
  • Professional services that aid in delivering omnichannel insights, including integrating third party data sources, deduplication, and data engineering.

Wrench.AI’s tool, Parkour, automates predictable tasks in the product launch process, empowering teams to know who to target, how to most likely connect, and what angle is most likely to gain traction. As data from the launch are generated, the product launch “model” learns how to get more accurate, creating optimized product launch paths for future products. This allows teams to focus more on creativity, projects, and relationship-building that can’t be automated.

How it works: Users upload their database of contacts to the Wrench.AI app, and content about the product and company. Parkour quickly segments leads and identifies different buyer’s journey stages, identifying the ideal prospects to target, the best channels and marketing messages to use to engage and convert.

Wrench.AI’s tool Serendipity integrates with your CRM to automatically generate the insights required to understand and convert a user population, including segmentation, lead scores, and messaging strategy to map out the most effective and efficient buyer’s journey. For marketers, it takes the legwork and guessing out of a outreach and retention strategy. For business development, it streamlines prospect research and recommends cross-channel initiatives to increase engagement and ultimately conversion.

How it works: Users integrate their CRM or upload a database of contacts to the Wrench.AI app. Serendipity does hours worth of research almost instantly to each segment contacts, assign buyer’s journey categories, and identifies prospects to target, including the best channels and marketing messages to use to engage and convert.

Yes. We can recommend a messaging strategy for each aggregate group based on category sophistication, persuasion recommendations, and buyer’s journey. We also have templates of campaign copy that you can customize so you don’t have to start from scratch.    

Yes. The app automatically recognizes your contacts follower counts, recognizes bloggers, editors, etc; influencers have their own chart on the dashboard, and we have influencer outreach templates to kickoff outreach and engagement.

Yes. We can take a list of contacts and custom match them to an offering or new concept, generating a list of prospects with fit and lead scores (if you’ve integrated your data). This allows us to create a targeted list from your personal contacts. With several investor personas “built in” we can recognize angels, VC’s, family offices, institutional investors, Registered Investment Advisors (RIAs), and more. 

Definitely. It allows you to apply multiple industry and product matches simultaneously to identify a segment that’s likely to be comprised of experts.   

Your influencers, comprised of celebrities, journalists, bloggers, and other online content creators, can help you deliver your message to the right people at the right time. Prior to reaching out to influencers, prepare a set of templates to help you streamline the process. Make sure you customize your communication to each influencer so they know you’ve done your homework (P.S. do your homework on each one you target). Your templates should include a follow-up (not everyone will read your initial email), requests for feedback after an influencer has tried your product, and content you can use for damage control to address a negative experience the right away. Avoid influencers with large platforms until you have a refined message and data that proves its efficacy.

We categorize prospects into different segments, based on the likelihood of their interest in a new concept and technology. The size of each bubble reflects a predicted investment opportunity.

We recommend marketing campaign suggestions for each segment so that you can optimize engagement and conversion based on a segment’s profile. The reason for this is that your approach and top line messaging to someone who is an “Innovator” is highly likely to have professional expertise and insights, versus a “Late Adopter”, who is likely to be more price sensitive and risk averse and therefore less likely to engage in a beta you might offer.  

We will track the outputs of your campaigns and refresh your data so that you can track if any prospects move to a new stage of the curve, but more than likely, prospects will remain in the same segment.

Yes. click  “Create Campaign”  under upload in your menu bar when inside the app. https://web.wrench.ai/#/create-campaign

Recommended Messaging Strategy (3)

Communications that address prospects by name and incorporates content based on prospects’ unique needs and characteristics to focus on their pain points and recommend solutions.

Requires users to cooperate (work to-gether) to achieve a shared objective and rewards them for achieving their goals collectively.

Proactively offer prospects content that contrasts your solutions to those of competitors clearly and transparently.


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