WealthEngine and DonorDirect Partner to Deliver CRM Clients with Enhanced Fundraising Insight

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WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and DonorDirect are pleased to announce a new partnership to enable mutual clients to improve their fundraising results. As partners, the companies reflect a unique synergy and share a common goal – assist a broad range of nonprofits in their day-to-day operations, helping them better connect with the highest potential constituents and organize their important information so that it’s easy to find and use.

“More than 30 years ago, we recognized the need to use the power of technology and more effective software to empower ministries to reach their full potential and fulfill their organization’s mission,” stated Frank Smith, President, CEO of DonorDirect. “We are pleased to partner with WealthEngine, as it is just another way we can help better serve our clients.  Through a seamless integration, our clients can now access WealthEngine’s powerful wealth intelligence to drive their fundraising success.”

WealthEngine and DonorDirect will continue to embark on joint marketing activities, targeting mutual clients with a need to leverage powerful donor intelligence, analytics, and prospecting solutions. There are several DonorDirect clients who have already integrated WealthEngine’s solutions and many more are expected to join in the coming months.

“Having our proprietary wealth and P2G (Propensity to Give) scores available through DonorDirect’s platform is critical to fill a market need to integrate in-depth donor intelligence with wealth insight,” said JB Rauch, Vice President of Channels at WealthEngine.  “In addition, DonorDirect clients can now upload up to 5,000 records at a time in WealthEngine’s WebExpress and receive screened records within hours. This empowers ministries to access powerful insights and target, segment, and engage their best donors.”

For more information on WealthEngine’s wealth intelligence solutions, visit WealthEngine or contact JB Rauch, VP, Channels at 240.786.3493 or email jrauch@wealthengine.com.

About WealthEngine
WealthEngine™, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit www.wealthengine.com.

About DonorDirect
DonorDirect was founded in 1999 with the vision to help ministries by providing them with the most advanced donor management software. The company has been creating, implementing and supporting software for major ministries around the world ever since. DonorDirect continues to innovate around its flagship product line, the DonorStudio Suite, providing an enterprise-wide software solution for ministries that face the challenges of diverse operations

Media Contact:
Maggie Fairs / Claire Shutt Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

WealthEngine Hosts Channel Partners at First Annual Partner Summit

Technology partners, developers, and consultants gather to discuss role of big data in the channel ecosystem

WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, luxury, and financial services, hosts its inaugural WE Partner Summit 2014. 

The Summit brings together a strong community of platform, technology and consulting partners, all focused on ushering in a new era of data-driven marketing and fundraising.

“We’ve been building this community for many years but this is the first year we are doing an annual summit event,” said Tony Glowacki, CEO of WealthEngine. “We felt the time was right for this kind of gathering of cross-industry professionals in a single venue.  There is an unprecedented opportunity for WealthEngine and its partners to help marketers and fundraisers get much deeper insight into their customers and prospects.” 

WealthEngine and its community of partners are at the forefront of a sea-change in the way marketers and fundraisers manage their audience outreach, as they look for greater precision and higher level of connectedness with an audience that they know is aligned to their cause or product.  With its FindWealth8 platform and associated services, WealthEngine can help these groups find, understand and connect with wealthy audiences that have the ability and affinity to engage.

The WealthEngine Partner Summit 2014 Highlights:

  • Product Roadmap for 2015 and beyond: As a SaaS company, WealthEngine continues to evolve its big data solution offerings and will be announcing its exciting new direction to benefit partners and clients.
  • 2014/15 Partner Strategy: WealthEngine is investing heavily in its partner channels and creating more opportunities than ever for partners and clients to drive business.
  • New Salesforce.com platform: WealthEngine will be sharing some exciting insight into a completely new Salesforce offering before its official release at Dreamforce ‘14.
  • Newest release of FindWealth 8: FindWealth8 database (flagship online platform) will be released during the Summit, with information on how the new and improved system will benefit organizations across all industries.
  • Unveiling of WealthEngine’s new branding: For the first time outside of the company, WealthEngine will be unveiling a completely new brand direction for the company, to be unveiled to the general public in October this year

The event, themed “WE²: The Power of Two,” is being held September 18-19, 2014, at the Gaylord National Resort & Convention Center in Washington, D.C.  For more information, visit WealthEngine Partner Summit 2014.

About WealthEngine
WealthEngine™, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, click www.wealthengine.com.

Media Contact:
Maggie Fairs / Claire Shutt Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

WE Contact Delivers Wealth Profiles and Contact Data in One Simple Product

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WealthEngine streamlines prospecting for marketers, fundraisers, and financial professionals by empowering customers with the contact data to make prospect lists actionable                           

WealthEngine, a leading provider of wealth intelligence and prospect research for healthcare, education, nonprofit, luxury goods, and financial services, today announces its latest solution in its FindWealth8 platform.  Included in the platform, WE Contact℠ now delivers the power to engage directly with prospects, using business name, phone, email address as well as access to personal phone and email address―all presented directly within the application.

In the latest release of its flagship product FindWealth8, WealthEngine is redefining prospect research by combining its powerful wealth intelligence capabilities with contact information. Now, with WE Contact, in addition to wealth, lifestyle insights on over 120 million U.S. households, organizations can gain access to business and personal contact information for over 35 million U.S. individuals.

WE Contact delivers:

  • Shorter engagement cycles – with contact information presented as part of the prospect research process, users can engage more quickly and confidently.  
  • Improved data quality – inaccurate and out-of-date contact information drives down the effectiveness of sales and outreach efforts. WE Contact ensures marketers and fundraisers have access to current and complete contact data.  
  • Increased ROI – With the right contact data in place, sales and outreach efforts, reach their intended targets, increasing conversions and decreasing wasted efforts.

“Delivering quality audience data fuels everything we do, and with WE Contact, we give our customers a new, reliable source of contact data built-in to their current business processes,” comments John Funge, SVP, Product Management. “We made WE Contact data accessible via search in FindWealth8 and Prospect Generator, WealthEngine’s industry-leading prospecting tool. The process is simple, cost effective and empowers clients to engage their highest potential prospects―quickly, easily, and more cost efficiently.”

For more information on WE Contact, visit http://info.wealthengine.com/WEContact_Special.html

About WealthEngine
WealthEngine™, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, click www.wealthengine.com.

Media Contact:
Maggie Fairs / Claire Shutt Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148

Fearful baby boomers rein in their spending

Senior discounts won’t stop this financial meltdown. New York City’s richest retirees can’t shake off the Great Recession — they’ve cut spending to the bone, fearing another stock market crash, according to new research and personal finance experts. “The market has taught them lessons,” Beth Finkel, New York State director of the American Association of Retired People (AARP), told The Post.

WealthEngine Transforms Wealth Intelligence into New Digital Landscape

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WealthEngine Is Industry Leader in Targeting High Net Worth Online Audiences

WealthEngine, a leading provider of wealth intelligence and prospect research for luxury goods, financial services, healthcare, education, and nonprofit,  today announces new dynamic display advertising, based on precise HNW online segmentation.

As a way to best serve the needs of its clients in an ever-evolving digital landscape, WealthEngine has mapped its offline data, comprised of over 120 million affluent and high net worth individual profiles, to a universe of online profiles.  This allows WealthEngine customers to not only define ultra-segmented HNW audiences, but also engage with them personally across a range of online digital assets.   WealthEngine delivers 327 unique HNW market segments that empower marketers to hyper-target online audiences based on wealth, lifestyle interests, affinities, and behavior.

“WealthEngine has been a leader in identifying targeted HNW audiences to enable marketers to reach their highest potential clients and prospects. Now, we have mapped our data to an online universe”, stated James Dean, SVP, Head of Luxury and Financial Practices at WealthEngine. “We know that getting the right display ad in front of the right HNW audience is essential for a successful luxury campaign and by supporting a data-driven strategy, WealthEngine can make that happen― wherever their audience engages most frequently.

This recent initiative is yet another way to leverage WealthEngine’s wealth intelligence and marketing services to target affluent audiences and adds to existing direct mail, telephone and email capabilities offered by the company.  Data-intensive verticals such as retail, travel, financial services and automotive can now experience greater prediction, precision and performance in omni-channel marketing campaigns.

To learn more about WealthEngine’s omni-channel offerings, contact James Dean at jdean@wealthengine.com.

About WealthEngine
WealthEngine, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, click www.wealthengine.com.

Media Contact:
Maggie Fairs / Claire Shutt Peppercomm for WealthEngine
wealthengine@peppercomm.com | +1.212.931.6156 | +1.212.931.6148