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.
WealthEngine is here to support your organization during the COVID-19 pandemic. View Resources →
Personalize Your Campaigns Using Wealth and Lifestyle Indicators
Find your best prospects and opportunities using insights like estimated net worth, giving capacity, donation history, cash on hand, investible assets, interests and passions, propensity to donate, invest and spend, and much more – right from your CRM, DMS or your own platform.
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...
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Continue reading “Understanding WealthEngine’s Nonprofit Ratings & Scores”
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Want to increase sales or donations? Of course, every brand or organization does! Wealth continues to grow and the number of millionaires keeps climbing across generations worldwide. Your business or nonprofit has an incredible opportunity to engage an …
Giving Tuesday is fast approaching. Every year, the day is a huge opportunity for nonprofits to boost their year-end efforts and get closer to their goals. Last year on Giving Tuesday, nonprofits raised nearly $274 Million across the country. That was …
Continue reading “6 Unconventional Tips for a Successful Giving Tuesday”
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Starting or running a capital campaign? Here’s how to build a donor pyramid or fundraising pyramid to ensure success. Skipping this step can be costly.
Join us for an executive briefing and live Q&A with Chady Alahmar, CEO of Wealth at Old National Bank, and Raj Khera, EVP at WealthEngine, as they share best practices to help you grow your portfolio in the midst of economic uncertainty.
As we all continue to navigate through the COVID-19 pandemic, nonprofit leaders are turning their focus from implementing an initial emergency response to creating tactical and adaptive plans. Join CCS Fundraising for a session that will reflect on the …
Continue reading “Short Term Fundraising Action Plans: The Next 90 Days”
This upcoming session will give you guidance in developing a Caregiver Relief Fund for those on the front lines. Additionally, learn how ChristianaCare Health System developed a strategy for coordinating hundreds of PPE donations including face masks, …
Continue reading “How Hospitals are Transforming Fundraising During COVID-19”
