When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on these prospects that can, and should, be used in your campaign planning. All of this data, however, can become overwhelming and underutilized, resulting in missed opportunities.

Join WealthEngine and Heller Consulting on Tuesday, July 18th at 2:00PM ET for our webinar...Read more

Is lead scoring part of your marketing strategy? If not, you are missing out on revenue opportunities. Sixty-eight percent of successful marketers state that lead scoring is most responsible for improving revenue contribution.

If you’re a B2C company you may think lead scoring is only for B2B,  but this is a misconception. While there are some differences, lead scoring works for B2C as well.

Our new eBook The Ultimate Guide to B2C Lead Scoring Programs discusses the three main objectives we hear from B2C...Read more

There are two ways to build a stronger fundraising program: understanding your donors better and identifying new prospects. Integrating wealth data into your donor management system (DMS) or customer relationship management (CRM) system can help you achieve both, and is the key to enhancing data-driven workflows and data access. Data integration gives team members across your organization more insight on your donors and prospects.

One of the...Read more

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