Are you going to Dreamforce?

Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine into Salesforce.

Have you seen WE Prospect yet?

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You say you want a revolution
Well, you know
We all want to change the world.

Business Intelligence, Predictive Analytics, Prescriptive Analytics…

The Big Data revolution’s got all kinds of scientific terms buzzing around today’s boardrooms at warp speed, smashing into each other on the path to becoming enterprise-wide solutions to business success. But what do they really mean? And more specifically, what do they really mean to marketers?Read more

Are you going to Dreamforce?

We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone.

Whether you’re new to WealthEngine or you’ve been using our FindWealth platform for years, you probably haven’t fully experienced one of our newest members of the WE family - WE Prospect.

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You’ve got the social proof that referral marketing works. But how well is it working for you?

While an endorsement from a family member or friend holds stronger influence than most advertising and marketing channels, are you doing everything you can to optimize conversions after the initial referral takes place?

Immediate credit toward product and services can be enticing for some but if they’re still on the fence or not ready to buy, how are you engaging them in a way that will keep their attention and keep you top of mind?

Try segmenting based on wealth...Read more

When Embry-Riddle Aeronautical University (ERAU) was vetting vendors to help them optimize their fundraising, they were looking for the best value, the highest quality data and an experienced team of subject matter experts. After comparing their options, they decided to move forward with WealthEngine.

With only 2% of their alumni making annual gifts, ERAU needed to understand why they weren’t getting more engagement. They knew that the majority of annual gifts were coming from a small group of people but they did not have many insights. WealthEngine was able to validate this and...Read more

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