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.
October 14-15, 2020 | Virtual Event for Clients & Partners
REGISTER FREE TODAY
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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...
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”
The population of young wealthy people is growing. By 2030, millennials will hold 5 times as much wealth as they have today. They are expected to inherit $68 trillion from their predecessors in the Great Wealth Transfer. In order to effectively reach m …
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 …
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.
These 5 critical steps for your Giving Tuesday Now follow up will increase your fundraising beyond what you capture from initial donations.
Continue reading “How CDC Foundation is Raising Millions Using Technology and Data to Fight COVID”
Continue reading “How to Track Down High Potential Clients in a Mountain of Data”
Continue reading “UCSF’s Data-Driven Blueprint for Raising $600M+ Per Year”
Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”
Continue reading “Guide to WealthEngine’s Predictive Models”
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”
