2016 Fall Newsletter

2016 Fall Newsletter

November 16, 2016

Message from the CEO


Greetings and welcome to the Fall edition of our WealthEngine Customer Newsletter. As 2016 comes to a close, we look to finish another successful year in support for our outstanding customers. We are proud to provide you with the industry’s best products and solutions to help you meet your fundraising or sales goals. We understand the challenges you face, and we strive to deliver data and information to give you a better understanding of your customers, donors, and prospects.

The Future of Fundraising
We live in a world of instant access that expects immediate action. Gone are the days of responding to your donors weeks or months after they’ve shown an affinity towards your cause. All nonprofits now maintain a meaningful web-presence with Donate Now pages that generate significant funding. WealthEngine allows you to screen all donors instantly during an online donation, an event sign-up, or any electronic engagement. This ensures that our customers will always deliver the right response and subsequent nurturing for all donors in real-time. Between 40%-50% of all donations take place during the upcoming holiday season, which makes this best practice even more critical to act on now.

WealthEngine for CMOs
We have grown our commercial business significantly by addressing the needs of CMOs. Chief Marketing Officers need better consumer insights and enhanced marketing capabilities targeted at individuals. By leveraging our API, we facilitate new prospect screening that informs our customer’s responses. When given enhanced data insights on prospects, our commercial customers find that they enjoy higher close rates. We are proud that over the past three months we have added new clients in wealth management, high-end automotive, real-estate, travel, and luxury retail.

Newsletter Highlights
In our product focus, we feature the WE API, a solution that we’re excited about at WealthEngine. This offering provides organizations with a way to access our wealth data and act on the valuable insights in real-time. WealthEngine seamlessly integrates into any environment to provide profiles of your customers, donors, and prospects directly into your systems and processes, allowing you to transform your marketing and engagement strategies. You can learn about the many use cases brought about by integration with our API below.

In this issue’s spotlight, we sit down and talk with John Funge, our Senior Vice President of Product Management. John is a product visionary and leader at WealthEngine. Over the years, he has founded and led three technology startups from inception through acquisition. He has developed a keen sense of market and technology trends, and leans on that intuition to design and deliver great products for our customers.

Finally, we are committed to provide you all with additional resources and content to help you meet your demands and challenges. As such, we feature best practices and industry trends within our regular blog articles, customer success stories, webinars, and free trainings.

We are proud of all our customers and are always looking to welcome more organizations to the WealthEngine family. We wish you all a happy holiday season and a successful finish to 2016. We are excited to continue our work with you on new opportunities in 2017. As always, please share any feedback with us and let us know if there are any additional topics you’d like us to touch on in future newsletters.

With regards,

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What’s New at WE?

WE-BlogNew Customer Video
The Humane Society of the United States employed WE to help drive their fundraising efforts around their major giving, mid-level giving, and planned giving programs by utilizing data insights. See the success story for yourself by watching the customer testimonial video

Quark100M+ New Email Addresses
We’ve added over 100M+ new personal email addresses to our platform. This is great news for you as a customer.

With these updates, you’ll notice:

We value our customers and we’re excited to be able to improve your ability to connect with the right individuals in your outreach efforts.

New We Products

With wealth screenings being the foundation of WealthEngine, WE are pleased to announce that we have launched two new screening solutions for our customers – WE Enhanced Screening and WE On Demand Screening. Check out the product descriptions below.

WE Enhanced Screening
WealthEngine’s Enhanced Screening has all the power of a standard screening with additional scores and ratings enabling fundraisers to easily prioritize and segment their constituency base on four key areas – major giving, likelihood to give, planned giving and next ask amounts.

Key Capabilities:

  • Prioritize and rank your constituent base in terms of their likelihood to give
  • Personalize your fundraising campaigns with wealth append data
  • Maximize your donations and ROI by asking for the right gift amounts based on ability
  • Segment your donor database by wealth and propensity scores

Contact us to get more information on running a WE Enhanced Screen to make sure you’re asking for the most based on each individual’s giving capacity.

WE On Demand Screening
WE On Demand Screening delivers an integration between an organization’s website and the WE platform to preform real-time wealth screenings. The new solution is an essential component of any organization’s marketing or fundraising toolkit.

Key Capabilities:

  • Instantly screen online visitors so you can take action right away
  • Automate and streamline lead scoring and outreach processes
  • Personalize the experience for your prospects to maximize potential opportunities

Contact us to get more information on how WE can integrate with your online forms to enrich your web visitors’ profiles in real-time.

PublicationNew Customer Announcement
WE are pleased to announce our collaboration with The Leukemia & Lymphoma Society (LLS), the world’s largest voluntary health agency dedicated to fighting blood cancer. WealthEngine aims to help further LLS’s goal of creating a world without blood cancer by improving their overall donor development strategy through valuable solutions, data, and analytics. For the full story, check out the press release.

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WE Spotlight: John Funge


Imagine that it’s 4AM on a typical work day. What are you doing? If you’re John Funge, SVP of Product Management at WealthEngine, you’re eating your breakfast, catching up on your emails, and getting ready to start your incredibly busy work day. A modern day renaissance man, John’s main responsibilities include leading the technical and creative development of WealthEngine’s many software solutions.

For John, the “typical” work day doesn’t truly exist. After starting each day off with a status check in with the product team, John spends most of his days dashing off to meetings. He finds himself involved in a variety of activities, including designing the user experience of the product, wordsmithing marketing materials, and configuring pricing models. “There are a lot of ways that creative challenges get manifested [in this position],” John reflects. “I very much like being able to spend parts of my day doing technical things, parts of my day doing ‘business-y’ things, and parts of my day doing creative things.”

Once you take into consideration that John comes from an entrepreneurial background, this apparent drive makes sense. After graduating with an electrical engineering degree, John jumped right into software development and started a business with his partner, Leo Scott, who now works as the Chief Technology Officer at WealthEngine. It was during this period that he developed this skill set that sits at the intersection of business and technology – a perfect combination for his role at WealthEngine.

According to John, working at WealthEngine takes up nearly 100% of his time, although he does make a point to be home for dinner with his family. Part of the reason he works so hard is because of his passion for WealthEngine’s solutions. “Because of the data that WealthEngine has, we can do some really interesting things. Without this data, you wouldn’t be able to do the types of predictive modeling and applications that WealthEngine enables you to do,” says John. “WE Analyze is the kind of product that really harnesses the power of all the data that we have. It’s a combination of an easy-to-use platform with incredibly powerful technology behind the scenes that’s taking hundreds of millions of rows of data and billions of data points and boiling all of this down for our customers into information that is relevant and actionable.”

One of his favorite parts of working at WealthEngine is working on the actual product. “Collaborating with our team to solve [difficult] problems when we know we’re onto something that’s going to be really cool for our customers is very, very satisfying,” says John. “I feel lucky to be able to work with the team we have. Working with this great team to solve really complex problems to develop innovative products that are fun and interesting for our clients is the best part of the job.” While he loves his job, it doesn’t come without its challenges. “One of the most challenging things about this job is juggling all the balls in the air,” says John. “There’s a lot of concurrent initiatives and projects going on that I’m somehow involved in, which makes it so I have to be continuously prioritizing and figuring out what I need to delegate and what I need to do.”  When John’s not working, you’ll find him hanging out with his family, jogging around Rock Creek Park, or kicking back and relaxing with shows like The Americans and Homeland.

Stay tuned for our next WE Spotlight!

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Product Deep Dive – WE API

we-analyzeWealthEngine has a number of great products and solutions that use wealth data as a foundation. Many of our customers access these solutions through our web platform or via a connector to one of our 20+ CRM partners, such as Salesforce. However, we have a third way of accessing WealthEngine data – WE API. In this month’s product deep dive, we will delve deep into the WE API and highlight how you can implement it to drive powerful wealth insights.

What is an API?
This is probably the first question we get from many people. An API, or Application Programming Interface, is a standardized interface to enable one system to “talk” directly to another system. What this boils down to is a set of calls that a developer can use to build software that utilizes the functionality or data that is exposed through the respective calls. By having a standardized interface, an API facilitates a systematic and maintainable approach to enabling many systems to leverage and interact with a set of protocols and tools for building software applications. It helps the implementation process by making it easier to develop a program by providing the right details and building blocks for a programmer or developer.

In simple terms, the API is an easy way to let your applications directly access WealthEngine’s data and capabilities in real-time by connecting your applications directly to WE’s Platform.

Ok, I’m with you. So how does it work?
While there is some development work required in order to get started, it’s fairly simple. Our API is a scalable and easily maintained API that transmits data objects between our WealthEngine servers and your web application; essentially, a RESTful API that returns JSON. There are only a few simple endpoints to know – the rest, you can leave up to us.

Our API is completely self-service. We have more details on our dev site at dev.wealthengine.com.

What can I use it for?
Every day we learn of new use cases. Our customers that have implemented our API currently use it in some really creative ways. Here are just a few of them:

  • Event Registration – Target event attendees for specialized engagements using insights gained at registration.
  • Website Sign Up – Understand your audience prior to engaging to tailor experiences, jump start fundraising activities, and personalize your marketing.
  • Travel Reservations & Check-In – Improve guest satisfaction and increase upsell and cross-sell opportunities.
  • Auto Sales – Learn more about customers before they take one of your cars out for a test drive to boost more upsell opportunities and personalize the experience.
  • Real Estate Buyer Verification – Effectively manage real estate appointments.
  • Retail Customer Qualification – Learn more about customers as they engage at the point of sale to improve sales efficiency, enhance marketing efforts, and improve satisfaction.
  • Online Donations – Screen donors in real-time as they interact with your donation forms on the website.

Can I get all of the WE Data through the API?
Not all of it, but pretty close! We have two main tiers that you can choose from, Basic or Full. The Basic tier includes some base information, such as net worth, income, and contact information. The Full tier includes all of that plus more, such as connections, businesses, assets, and much more. For more information, check out the details on our API at our FAQ.

How does pricing work?
The API is metered based on calls to the server. We track usage and charge for that usage. This is based on returned profiles, not the total number of calls. So if there isn’t a match to our database, you don’t pay for that call. For detailed pricing information, contact us.

What are the key benefits?
There are many potential benefits, all of which will depend on your use case. But we’ve seen some main benefits, such as:

  • Targeted Advertising Opportunities
  • Enhanced Personalization
  • Effective Marketing Campaigns
  • Reduced Customer Acquisition Costs
  • Increased Conversion Rates

How do I get started?
We’re excited to share our WE API with you. As we mentioned, our API is completely self-service, so feel free to give it a try! Visit dev.wealthengine.com and register for the sandbox. Get in touch with our API Evangelist, who is dedicated to making you successful with the WealthEngine Platform, and explore ideas. With the WE API, the possibilities are endless!

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A Look Ahead

Free Customer Training | November 22, 2-3 PM ET
Speciality Searches | We will dive into CoreLogic, Newsroom, and PinPoint to show some of the additional tools available outside of our standard profile search options. Register Now

Free Customer Training | November 29, 2-3PM ET
WE Analyze: Basics | WE know you’ve got questions about one of our newest product. What is WE Analyze? How should you use it and, frankly why should you use it? This session will cover all of these points and is great for both current users of WE Analyze and current clients of other WE products who are simply curious. Register Now

Event | November 29, 4-8PM ET | Baltimore, MD
Salesforce Nonprofit Success Tour | Join WealthEngine and Aptaria as we host a Salesforce demo party for nonprofits. This #GivingTuesday event is an opportunity for nonprofits to learn more about how Salesforce can benefit your organization. Register Now

WE Webinar | December 7, 3-4 PM ET
A Wealth of Data: Major Donor Fundraising & Data-Driven Segmentation | Join us to hear how the Sierra Club is leveraging WE. Learn how WE data can enrich Salesforce contact records to enable major gift fundraising and segmentation. The Sierra Club will share how they search, screen, model, and analyze prospects, using WE data as the foundation for generating fundraising opportunities. Register Now

Looking for a refresher on FindWealth 8? Our training team is offering free monthly sessions focused on various topics around our platform including our ratings and scores. View the topics and register.

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