It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you.

Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As a CMO myself, I know how important it is to avoid working within a vacuum and to keep a constant read on the pulse of what is going on within our space. Learning from other marketing leaders like these keeps me inspired and it’s why I encourage the people on my own team...Read more

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Officer, Leo Scott.

Recently, Leo took the time to answer questions we’ve heard are top of mind for our customers from a technologist’s point of view. We’re sharing these as a series here on the WealthEngine blog weekly.

This week he’s talking about making data-driven marketing scalable.

...Read more

For the last several years we have all been inundated with the admonishment to collect and use data in decision making.  As Joe Tish, Senior Manager for Client Success at Patron Technology suggests in his December 4 blog post, many are asking, "is this really something I can do at my organization?"

Using data wisely takes an organization-wide commitment:

There are steps you can take now to move your organization forward.  Last year we surveyed and interviewed organizations concerning their use of data and technology in making business decisions.  We surveyed a cross section of nonprofit organizations and received 1,126 responses, 11% of which were arts-related organizations.  Respondent organizations ranged in size from those with fundraising budgets of $10K and below to those with budgets of $25M and above.Read more

There’s a lot of hype around data driven marketing – and there’s certainly a lot of companies that claim they have the services you need to drive a data driven marketing strategy. But what does that really mean?

We know it’s about using unique data to remove the guesswork so you, as marketers and fundraisers, only engage with people most likely to buy, invest or donate.

Bottom line – it’s not just about data either. It’s about powerful insights that allow you to deliver value by engaging customers and prospects more effectively. Whether fundraising, marketing a luxury brand,...Read more

In a perfect world, a fundraising database would be, well, perfect.  Imagine for a moment your CRM system with every name spelled correctly, all addresses and emails updated, every gift entered accurately – it’s a beautiful thought, isn’t it?

It is, however, extremely rare to find a “perfect” database.  There are always issues, anomalies and mistakes.  And, of course, donors and prospects don’t always give us their full information or don’t alert the organizations they support when they move or change information.  Indeed, we can always expect some level of data degradation year...Read more

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