WealthEngine

Knowing your customers is the first step to business success. It’s not just a matter of knowing who they are and where they are located, but it’s about getting a complete picture of the attributes that define their financial status, their net worth, income, lifestyle, spending patterns and their business and philanthropic associations. Use this insight to qualify prospects, develop a more personal rapport and earn their trust.

FindWealth 8 helps you easily and accurately research your best customers and prospects to uncover new opportunities and win new business. Our “right-sized” offerings provide a complete solution for every size and budget:

Perform deep research on current & prospective customers:

• Leverage hundreds of attributes across wealth, demographic, personal, business, lifestyle and more
• Access robust Wealth Scores to identify, segment and prioritize customers and prospects with the right attributes
• Apply the same research technique to your donor database, prospect lists and membership lists with a Wealth Append and Predictive Analytics and Modeling
• Extend your target list through your donors’ Circle of Friends
• Integrate results into your CRM system
• Capitalize on timing of liquidity events with stock research
• Receive alerts on significant changes in assets or events
• Customized training and Platinum Consulting available to help you interpret your data and strategize a plan for action
• Receive expert training and client service

Whether you are updating your sales pipeline, expanding your prospect pool, or preparing for a meeting with a client, WealthEngine’s online database tools give you comprehensive, reliable information in seconds.