Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discussed how to prioritize and understand your best leads from the moment they first interact with you. In the second post, we talked about how you can get to...Read more

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights.

We’ve put together this infographic with five suggestions to give your engagement strategies a boost.

To get more information on how you can leverage real-time wealth insights download our full eBook now - 5 Benefits of Real-Time Wealth Insights....Read more

As the end of the year approaches and the giving season ramps up, donors find themselves giving more to their favorite charities. As Giving USA reports, charitable giving continues to rise, in part because of growth in several key economic factors, including: personal consumption, personal income, disposable personal income, GDP, and corporate pre-tax profits.

This information can help your organization better target your prospects as the year comes to an end. Proactively identifying and understanding the prospects in...Read more

Our team returned from another successful Dreamforce last week – and what a week it was!

Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,000 attendees from many of the verticals that we serve. It’s important for us to attend to engage not only with the great people at Salesforce, but also with many of our customers and prospects about our products and services.

We called the Westin St....Read more

Let’s spend this week diving into a story.

Three years into a stalled capital campaign, an arts nonprofit finally engineered bond financing in order to build the facility that the then-executive director and the board were determined to have.  A consultant was hired, changes were made, but despite all that, the campaign wasn’t completely successful.  Now, with the building built and five years removed from the campaign, the organization...Read more


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