Our Services
WealthEngine has long been recognized for superior customer service. However, we go far and beyond simply being responsive to our clients’ service needs. In addition, we have a strong commitment to training, education and peer-to-peer knowledge sharing.
As the premier thought leader in prospect research for over 20 years, we’ve been committed to bringing you the research behind and beyond the data and analytics in our tools. We’ve partnered with recognized leaders in the industry and we make it our goal to continually educate our clients on the trends and best practices in the field of wealth identification and prospect research.
You can choose from a variety of ways to stay abreast of this fast-changing field, including free product training, a community stocked with current information, webinar workshops designed to help your data work harder for you, and custom training—built just for your prospecting needs.
| Educational Webinars | Community | Consulting Services |
|---|---|---|
| Our monthly webinar-based workshops are free to clients and all interested parties. Most are also CFRE-accredited and include presentations from seasoned prospect research and fundraising experts. We also conduct numerous in-person forums, panel discussions and seminars – all free and all in an effort to facilitate dialogue encourage learning and knowledge sharing. | WealthEngine publishes best practices reports and white papers and client case studies, all of which include an enormous commitment to research. Access to all of these reports and other information can be accessed through our Knowledge Center |
Through our Platinum Consulting service, WealthEngine can help you exceed your fundraising goals. We go above and beyond so you can too. |
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