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.
Special Data Refresh Offer For Clients: Refresh Your 2019 Screenings Free Until 3/31/20
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...
As organizations brace for the effects of COVID-19, here’s WealthEngine is doing to continue to provide you with our team’s full support and services.
Are you ready to rock #GivingTuesday? December 3rd 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.
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 …
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”
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”
As you may have seen in our previous webinar on our upcoming WealthEngine 9.0 platform, we are bursting with excitement to share all the cool features with you, starting with our brand new Profiles! With WealthEngine 9.0 Profiles, you’ll experience: Ro …
Continue reading “Find Insights Fast, Bring in The Bucks Faster”
You’ve already heard the news: our entirely new platform, WealthEngine 9, launches in just weeks! In order to get you ready, we are hosting a series of webinars to build your knowledge of all the great features and benefits. In this webinar about segme …
Continue reading “Slice and Dice your Segments, Get Targeted Results”
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”
Continue reading “High-Conversion Fundraising Tactics & Messages During Coronavirus Times”
Continue reading “Build & Grow Your Mid-Level Donor Program”
Continue reading “Understanding WealthEngine’s Nonprofit Ratings & Scores”
High-Conversion Fundraising Tactics & Messages During Coronavirus Times
Upcoming Live Webinar: Learn how you can engage with your community for timely fundraising in today’s environment. Join us this Thursday, April 2 at 12:00 noon Eastern (9:00 am Pacific) for a best practices conversation and Q&A with Giving USA Foundati …
Continue reading “High-Conversion Fundraising Tactics & Messages During Coronavirus Times”
Discover how different ways of prospecting can help you enhance your outreach and create a loyal base of donors and customers for the future.
An adaptive fundraising strategy is key to reaching your 2020 goals in the midst of an economic downturn. Use this WealthEngine guide to keep your momentum and find success in your fundraising.
Follow this proven 3-point strategy to generate a high return on invested capital amidst economic instability and uncertainty due to coronavirus, COVID-19.
