Message from the CEO

ceo

Greetings to all and welcome to the summer WealthEngine Customer Newsletter. It’s been an exciting summer, and we’re eager to share the latest updates at WealthEngine with all of you. We are proud to be the leader in the fundraising industry. We understand the challenges you face on a day-to-day basis and how wealth intelligence can help. It...Read more

Involving volunteers in nonprofit fundraising can be challenging and at times downright tricky, especially with the recent decline in the volunteer rate. This makes it all the more important to identify the right volunteers and have strategies in place to retain them. To be successful involving volunteers in fundraising, organizations should consider these key factors:

  • Select the right volunteer for the right job:  Volunteers want to participate in activities in which they are comfortable and will achieve
  • ...Read more

What if you could look up wealth information about customers, donors and prospects in real-time for fundraising and marketing in a streamlined and automated way?

Sounds difficult, but we promise you it’s not. You really can get this information quickly, allowing you to take immediate action so you’re not missing out on valuable opportunities. 

Every day, millions of transactions happen that depend on someone’s lifestyle habits or their capacity to donate, spend or invest. Understanding an individual’s wealth enables you to personalize your offers and calls to action across...Read more

The statement ‘predictive lead scoring and analytics made easy’ seems counterintuitive. How can lead scoring and analytics be easy? If it was easy wouldn’t everyone be doing it?

According to a marketing effectiveness study by The Lenskold and Pedowitz Groups, 68% of successful marketers cite lead scoring as most responsible for improving revenue contribution. Additionally, the Pareto Principle says that about 80% of your sales comes from the top 20% of your customers. These statistics should give you pause.

Think about it. What if you could find new prospects...Read more

The current retail landscape presents many challenges that can be difficult to manage including decreased customer growth, little transaction growth, growing competition, shifts in spending, and unfavorable demographics. With a rapidly approaching holiday season and only 114 days until Black Friday it can be daunting trying to develop a successful strategy to overcome these challenges.

It’s no surprise that using data and analytics can dramatically impact your revenue, but...Read more

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