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 data security.

Data security is a big...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

One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a regular basis. Whether it’s during our weekly meetings with them to hear about new feature releases and what’s coming up on the roadmap, or providing them feedback from listening to the conversations our prospects and clients are having online and offline. With our suite of products and solutions, we help bring ...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

Over the past several years, Big Data, Data Analytics and Data Visualization have become some of the noisiest buzzwords in the nonprofit lexicon.   Data, analytics, and reporting together form the basis of business intelligence, and while many nonprofits are developing core competencies in one or the other of these key functions, it takes a true organization-wide commitment and approach to achieve the benefits of BI and data-driven decision making.  Read more

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