Personalization in email marketing, and the positive ROI that can result, is frequently discussed. It’s been proven that personalized emails result in 6x higher transaction rates. However, personalization should not stop at email marketing. Emails are just one component of the whole customer experience.

Real-time personalization across all channels is key. The speed at which you can customize your  messages and offerings to your customers can dramatically...Read more

Message from the CEO

ceo

Greetings and welcome to the spring installment of the WealthEngine Customer Newsletter. We are proud to be the leaders in providing actionable wealth intelligence to our clients. We believe that it is our responsibility to share our experiences and best practices to assist all customers in achieving their goals. Whether those goals include finding donors...Read more

Part one of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team.

You know that using evidence-based metrics is the key to improving all aspects of your fundraising efforts. You recognize data is useful and can be used in decision making. But do you know what to do with the data you have? Or do you know exactly what data you have and if it’s useful?

If the answer to these questions are “...Read more

Nearly two months have passed since BoardSource — along with its partners at Guidestar, BBB Wise Giving, and AFP — released its new tool, Measuring Fundraising Effectiveness (MFE). In those eight weeks, we’ve seen an incredible amount of interest and feedback from the press, from nonprofits we serve, and from the philanthropic sector as a whole. It obviously hit a nerve! In my nine years here, I have never seen the type of attention and hunger from stakeholders as I have with Measuring Fundraising...Read more

On Wednesday, May 3, our CEO, Mark Logan, joined senior executives and decision makers at the 2nd annual Luxury Roundtable hosted in New York City by Luxury Daily. The goal of the roundtable was to discuss a serious issue facing luxury marketers: how to drive and sustain demand from Generations X, Y and Z whose shopping habits are strikingly different from the silent generation and baby boomers.

Mark joined a panel of experts to discuss “Ecommerce and Mobile: Symbol of the New Path to Purchase.” The focus of their session was how to deploy online and mobile channels to generate new...Read more

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