The WealthEngine Advantage
Get Wealth Insights to Find Your Next Best Prospect
Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API.
Segment Your Prospects Instantly and Personalize Your Campaigns
Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM or DMS.
Increase Conversions, Reduce Time and Cost to Close
Our clients repeatedly find substantial increases in ROI and reductions in their time and cost to acquire a customer or raise a dollar when using WealthEngine to screen, analyze, model and find their next best prospect.
Only WealthEngine 9 gives you the power to:
- Find Prospects that Convert Faster
- Reduce Your Time and Cost of Acquisition
- Pull Data Directly Into Your Existing Systems via API
Case Studies
WealthEngine for
Nonprofits
The Humane Society used donor insights to optimize ask amounts. Using WealthEngine’s API, they received real-time insights about wealth prospects as they entered the DMS.
WEALTHENGINE HELPED HUMANE SOCIETY INCREASE AVERAGE DONATIONS BY
100%
WealthEngine for
Financial Services
1st Global leveraged WealthEngine to use more than zip codes and real estate to uncover latent prospects with higher likelihoods of becoming wealth management clients.
WEALTHENGINE HELPED IMPROVE 1ST GLOBAL’S DIRECT MARKETING RESPONSE RATE BY
250%
WealthEngine for
Luxury
A High-end jewelry retailer used WealthEngine to identify a highly targeted list of 22,000 households with $5M+ net worth and custom demographic and lifestyle attributes.
WEALTHENGINE HELPED INCREASE ROI BY 340% ON THEIR DIRECT MAIL CAMPAIGN
340%
WealthEngine for
Higher Education
Colorado State University leveraged WealthEngine to screen individuals and tap into previously unidentified prospects for their campaign.
UNVEILING 20 UNKNOWN $1M+ PROSPECTS AND SURPASSING THEIR FUNDRAISING GOAL OF
$500M
WealthEngine for
Healthcare
St. Vincent’s Hospital utilized WealthEngine’s propensity to give scoring and other prospect attributes to segment and prioritize patients and prospects for development efforts.
ST. VINCENT’S HOSPITAL FOUNDATION INCREASE $10K GIFTS BY
62%
WealthEngine for
Your CRM
The operations team at a national nonprofit integrated WealthEngine Salesforce Connector App’s 360-degree view on donor subsets to increase efficiency.
USING SALESFORCE API, THEY SCREENED 100,000 DONOR PROFILES AT ONCE
100K
This Just In...
Zooming In: Leveraging Data to Drive Growth
When it comes to growing your prospecting pipeline, you would be flying blind without accurate data on your target audience. Yet the more data you have, the more you have to sort through to find meaningful insights. Join ZoomInfo’s CEO Henry Schuck (NA …
Continue reading “Zooming In: Leveraging Data to Drive Growth”
We don’t live in a one-size-fits all world — so why would we treat our donors that way? In this webinar, representatives from WealthEngine, Classy, and Salesforce will walk you through strategies on how to use predictive wealth intelligence to better t …
Continue reading “Tripling Your Online Donations Using Wealth Data”
Join us for a conversation with Dr. Ximena Harstock, Co-Founder of Phone2Action, on how nonprofits are activating their base to connect with elected officials and drive change. Tune in to hear Dr. Hartstock and WealthEngine’s CEO, PV Bóccasam, share in …
Continue reading “The New Citizen: Activating Your Next Changemakers”
WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, …
Virtual galas and fundraisers are becoming increasingly important in the age of the pandemic. Even though your champions and prospects can’t meet in person, they would love to support you through an online event. Download this step-by-step guide to set …
Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”
Are you ready to rock #GivingTuesday? December 1st is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesday fundraising efforts by leveraging WealthEngine’s all-in-one toolkit. Download the #GivingTuesday too …
The world has been changing rapidly and nonprofit organizations are needing to be nimble in order to adjust to the new normal. Over the past few months, the importance of technology has reached a peak in allowing organizations to function as efficientl …
Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID”
You’ve got a mountain of data. How do you connect the dots to discover high potential clients and prospects? Attend this briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. And with the recent landscape shift, …
Continue reading “How to Track Down High Potential Clients in a Mountain of Data”
Using this Guide to WealthEngine Models, you will gain detailed insights into all of the models we offer. Not only will we walk you through the information you will need so our trusted data scientists can craft an algorithm just for you, but we’ll also …
Continue reading “Guide to WealthEngine’s Predictive Models”
Continue reading “Zooming In: Leveraging Data to Drive Growth”
Continue reading “Tripling Your Online Donations Using Wealth Data”
Continue reading “The New Citizen: Activating Your Next Changemakers”
Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID”
Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”
Continue reading “Guide to WealthEngine’s Predictive Models”
Organizations must do more with fewer resources, which opens the door for software to shoulder some of these responsibilities.
How can nonprofits standout and connect with ideal donors? The answer is understanding and leveraging 3 non-obvious trends and using them to your advantage.
Copywriting is an effective tool for reach and engagement. It should be consistent and cohesive allowing donors to understand your needs and initiatives.
Donor retention is important and communicating with donors within 90 days of their first gift increases the probability of receiving a second one. Reaching ideal donors with a relevant message at the appropriate time will likely compel donors to renew their support.
