The WealthEngine Advantage
Get Data Driven Insights to Find Your Best Prospects
Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a billion 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.
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 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:
- Drive Measurable Results
- Find Prospects that Convert Faster
- Reduce Your Cost of Acquisition
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 UP TO
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...
Donor-Advised Funds are growing exponentially. They can be a great way to facilitate funding from existing donors. Learn more with our best practices guide.
In this webinar, we discuss and define in detail all of WE’s nonprofit ratings and scores, including: Quality of Match Estimated Giving Capacity Propensity to Give (P2G) Planned Giving Indicators Wealth Ratings (Total Assets, Net Worth, Cash on Hand. E …
Continue reading “Understanding WealthEngine’s Nonprofit Ratings & Scores”
The power of personalized engagement is undeniable. WealthEngine’s WE Prosper Summit 2019 brought together industry experts. They discussed the importance of personalization across industries. Speakers explored how data, AI/ML, and other technology dri …
Continue reading “How to Personalize Engagement: 10 Key Takeaways From WE Prosper Summit 2019”
As Giving Tuesday approaches, it’s important to have a game plan. This will help you procure as many major gifts as possible and connect with donors on a deeper level. So, by identifying what to do on Giving Tuesday, you’ll be able to fundraise with ea …
Continue reading “Top 5 Giving Tuesday Ideas to Boost Your Fundraising Efforts”
WealthEngine, as the leading provider in wealth and lifestyle insights for Non-Profits and Higher Education institutions, is partnered with Ellucian to provide a deeper understanding of our clients’ constituents through the new Ellucian CRM Advance pla …
Continue reading “Cultivating Alumni Engagement at Your Institution using Wealth Insights”
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 …
Do all wealthy individuals spend and give the same way? Check out our universal wealth indicators so you can easily identify your next best prospect.
Ever wondered if Donor Fatigue is real? Yes, in fact, it can be a major obstruction to building long-term relationships. Learn what it is & how to avoid it.
Major Gifts Fundraising often has lead times as long as 2-3 years. WealthEngine’s data modeling reduces lead time by finding the best major gift prospects.
Continue reading “Build & Grow Your Mid-Level Donor Program”
Continue reading “Understanding WealthEngine’s Nonprofit Ratings & Scores”
Continue reading “Cultivating Alumni Engagement at Your Institution using Wealth Insights”
Continue reading “Driving the Donor Journey: A Guide to Descriptive Modeling”
Continue reading “The Ultimate Guide to B2C Lead Scoring Programs”
Personalization is a key strategy in retail marketing as consumers become more diverse. Learn how businesses can achieve this while maintaining scalability.
Donor-Advised Funds are growing exponentially. They can be a great way to facilitate funding from existing donors. Learn more with our best practices guide.
Organizations typically tend to overlook the Mid-Level Donors who typically give between $1,000 & $25,000 to your cause. Mid-Level Donors, however, are typically responsible for about 30% of donations. Thus, they form a key segment that deserves it …
Continue reading “Build & Grow Your Mid-Level Donor Program”
In this webinar, we discuss and define in detail all of WE’s nonprofit ratings and scores, including: Quality of Match Estimated Giving Capacity Propensity to Give (P2G) Planned Giving Indicators Wealth Ratings (Total Assets, Net Worth, Cash on Hand. E …
Continue reading “Understanding WealthEngine’s Nonprofit Ratings & Scores”
