2016 Summer Newsletter

2016 Summer Newsletter

August 23, 2016

Message from the CEO


Greetings to all and welcome to our first installment of the new WealthEngine Customer Newsletter. We have heard from many of our longstanding customers that you are interested in knowing what is new at WealthEngine. We are proud of the fact that we are the leader in the industry and believe it is our responsibility to share our experiences and best practices to assist all customers in achieving their goals. Whether those goals include fundraising, major gift campaigns, driving online donations, or finding new commercial customers, it all begins with gaining a better understanding about customers and prospects, their needs, interests, and inclinations.

We understand the demands and needs that you experience every day. Fundraising and revenue goals continue to grow while available resources can often times be scarce. At WealthEngine we are committed to providing best practices in the form of articles, success stories, seminars, free training, and our latest blog series with the goal of helping you with your demands and challenges.

Throughout our long history we have determined that the only way to succeed is to leverage best-in-class technologies to harness, target, and nurture your donors, customers, and prospects. WealthEngine leads the industry in R&D investments. Over the past year, we have introduced solutions that are specifically aimed at giving our customers real-time access to rich data and analytics on over 300 million individuals.

In this newsletter, we feature our most recently launched solution, WE Analyze. The offering enables organizations to analyze and better understand current donors or customers and, in seconds, produce rich client ‘look-alike’ models. Those models can be used to screen and score new prospects, highlighting the most qualified of the group to ensure they are serviced properly. Once a model is developed, you can then reach into our extensive prospect database and provide exact-fit prospects that ultimately convert at a much higher rate.

We are proud of the 3,200+ organizations that are part of the WealthEngine customer family. Chief Development Officers, Prospect Researchers, and Chief Marketing Officers all know that in order to compete in today’s environment, you need to maintain a full understanding of your customers, and you must always be growing. We are committed to providing the richest, Big Data solutions, the best analytic tools, and the industry’s most experienced team to assist you in achieving your goals. Please share your feedback with us and let us know what topics you would like to learn more about in future newsletters.

With regards,


Back to top.

What’s New at WE?

WE-BlogWE relaunched our blog!
We are excited to announce that we have relaunched the WealthEngine Blog and wanted to make sure you knew where to get access to new content, tips and best practices on fundraising, consumer marketing and data analytics.

We kicked off the relaunch with a three-part blog series on Creating a Sustainable Fundraising Program:

Here’s some other recent posts that we think are worth checking out:

  • Changing Trends for Luxury Marketers – Understand these 3 changing trends for luxury marketers, and you’ll stay a few steps ahead of your competition as top-of-mind with your potential partners…Read More
  • The Art of Fundraising – 5 Best Fundraising Practices for an Arts & Culture Organization – Fundraising as an arts organization can be challenging. Here are 5 tips for setting yourself up for success…Read More
  • Attracting and Retaining Volunteers – Trying to find new volunteers and improve retention among your current ones? Here’s some steps for making improvements to your volunteer program…Read More

QuarkNew Customer Success Story – Quark Expeditions
Quark Expeditions
partnered with WealthEngine to develop more targeted marketing efforts which yielded a 20x return on investment through smarter campaigns. Rachel Hilton, Quark’s VP of Customer Experience explains, “We used our target profile to better adapt our messaging and become more tactical with our marketing efforts.”  Read the full case study.

New Customer Success Story – MedStar Health

MedStar Health employed WE’s Grateful Patient Program allowing them to identify top major gift prospects through routine screenings. By integrating WealthEngine data directly into their system they were able to increase annual fundraising by 150%. See this success story for yourself by watching the customer video testimonial.

PublicationNew Publication
WE’s Data-Driven Major Gift Campaigns Workbook
is a 3-part series focusing on taking a data-driven approach to major gift fundraising and campaigns. Setting the bar correctly will assure that any campaign undertaken will have the best possible chance for success, taking your organization to the next level. Part 1- Planning: Setting the Stage for Success is now available for download. Stay tuned for parts two and three in the coming weeks.

Back to top.

Spotlight – WE Customer Care


WE Customer Care is the face of our company and the core of our client outreach. In short, this department provides daily support to our client base. WE listen, WE solve problems, and WE gather feedback. The Customer Care team attempts to manage your experience in a manner that provides an optimal usage experience.

The primary objective of the department is to assist in client engagement, support and product assistance. The team works closely with other departments such as sales, training, engineering, product and marketing to streamline communications and deliver results. WE work hard, believe in each other, and strive to improve every day.

The team consists of 5 members: Jonathan, Christina, Julia, and Erin are the folks that own the day-to-day communication with anyone who chats, emails, or calls us; and Josh runs the show. It’s a tight-knit group that prides itself on providing top-notch support to anyone who contacts us.

A typical day for the Customer Care team may look a little like this:

8:30 am – The team arrives in the office, checks emails that arrived overnight, and reviews any pending case resolutions that have been submitted in the past day.

9:00 am – WE officially gets to work! Phone calls, chats, and emails start trickling in once we officially open at 9:00. Their fearless leader Josh gets them pumped up so they’re ready to go when the clock strikes 9.

10:00 am – Things start to get busy. All of the team members at this point are fielding phone calls, answering emails, and responding to live chats as they come into the queue.

11:00 am – As the West Coast customers start their days, a peak of tickets tend to arrive over the course of the next few hours. The questions can vary tremendously so you never know what the next call may bring! Some of the team members are also in and out of meetings with other WealthEngine teams in an effort to keep up to date with any product, marketing, or sales initiatives.

12:00 – 2:00 pm – It’s lunch time! But the whole team can’t go to lunch together, or no one would be here to answer the phones. So instead, they stagger lunch breaks in order to make sure someone’s always here to take your call.

3:00 pm – The rush starts to die down. The East Coast customers are starting to wrap up their days. The team breathes a sigh of relief knowing that the most hectic part of the day is (probably) over.

4:00 – 5:30 pm – As the day winds down, the team typically spends this time of day providing resolutions and performing extra research on the especially difficult cases. This is also the best time of day to reach back out to clients before they leave their offices.

6:00 pm – It’s quitting time! They pack everything up, make sure they’re set for the day, and head home for the night – ready to tackle the next day in the morning.

As you can see, a typical day gets pretty full. It’s not always sunshine and roses. It’s a tough job, but WE’s Customer Care team takes pride in helping you to get the most out of their WealthEngine experience. We hope that you never face difficulties in working with WealthEngine. But you can take solace in the fact that if you do, you’re in good hands when you have to contact our excellent Customer Care team.

Back to top.

Product Deep Dive – WE Analyze

we-analyzeWealthEngine released a new product in May that has been an outstanding addition to the WE product suite. WE Analyze is a revolutionary tool that brings predictive lead scoring and analytics to the masses. In this month’s product deep dive, we answer some common questions about WE Analyze and highlight how it can benefit you through modeling your existing customers and identifying new prospects.

What is WE Analyze?

WE Analyze is a new web-based product that lets you harness the power of WE’s rich consumer data set. We tap into our proprietary consumer database consisting of 300+ million individuals, each with 1500+ attributes and can append that information to any list that you upload. With all of this information you can:

  • Gain unrivaled insight into your audiences
  • Find new prospects that are just like your best customers and donors
  • Score & rank your lists to enable smarter targeting and more effective campaigns

What kind of attributes do you have?

A lot! We obviously have wealth and net worth information on consumers – after all, the word “wealth” is in our company’s name. But we have a lot of other information that can also be used to help drive some deep insights on your customers, donors, and prospects. You can understand lifestyle attributes, such as recreation habits, major life events, such as having a baby or moving to a house, demographic information, such as religious or political affiliations, and even personal information, such as real estate holdings or even the cars they drive.

So how does it work?

Through our point-and-click platform, you can upload lists of customers or prospects and within seconds see a visualization that synthesizes all of these attributes. The solution shows the top characteristics shared by all list members and indicates how they compare to the U.S. national average. From there, you can create look-alike models. There’s no limit to the number of models you want to create. Whether you want to look at your entire donor base, your high-value customers, or even just the people who attended your last event, WE Analyze can do it all. These models can then enable you to score customers and prospects to find new prospects that are very similar to your best customers – all with unprecedented speed and ease.

How can I use WE Analyze to benefit my organization?

There are a number of use cases we’ve seen where customers are using WE Analyze to drive value for their organizations. A few prominent ones are below:

  • Gain Deep Insights into Your Audience

With WE Analyze, you can upload any list and view key attributes of that group. Identify what makes the people in the list you have uploaded unique. By extracting these powerful insights, you can use them to drive better messaging through your various channels and campaigns.

  • Score and Target Your Audience

By identifying what makes the highest value group of your audience tick, you can develop a model of what that group looks like. You can then use that model to identify look-alikes within your audience, rank your prospects and score new incoming leads.

  • Build Models to Find New Leads that Look Like Your Best

WE Analyze works perfectly in conjunction with WE Prospect. We’ve built a seamless integration between the two to allow you to take any models that you build as an input into WE Prospect. You can build a model of the best in your audience, and then use the results of that model as an input into WE Prospect to find new people that look like this group.

  • Personalize Scoring in Real-Time

WE Analyze is integrated with our API so you can get the power of WE Analyze all in your own platform. Use this to score leads in real-time as they enter your website, mobile app, or call center.

How difficult is it to learn how to use WE Analyze?

This is the best part – you don’t have to be a data scientist or even extremely tech savvy to get comfortable with the modeling in WE Analyze. We’ve developed an intuitive point-and-click solution that anyone can pick up quickly.

How do I get started?

We’re excited to share WE Analyze with you and would love to set up a free demo of the tool with you. To speak with one of our team members and learn more about the power of WE Analyze, contact us here.

Back to top.

A Look Ahead

Webinar | September 8, 2016
As a retail organization your fall and holiday planning is in full swing. Join us on Thursday, September 8 at 2PM ET for How to Use Wealth Data to Improve Consumer Experiences and Drive Revenue in the 2016 Holiday Season where’s we’ll discuss how to prioritize your buyers and prospects using wealth data and descriptive analytics. Register now.

Webinar | September 15, 2016
Join us on Thursday, September 15 at 2PM ET for the second part of our webinar series Data-Driven Major Gifts Campaigns Part 2: Launch: Making Your Silent Phase Loud. A data-driven approach to major gift fundraising and campaigns sets the bar correctly and will assure that any campaign undertaken will have the best possible chance for success, taking your organization to the next level. Learn how to use a data-driven approach, coupled with campaign best practices to prepare and execute a major fundraising campaign. Register now. 

Events | October 4 – 7, 2016
We’ll be at Dreamforce…will you? Visit our booth in the Salesforce.org zone. Visit http://www.wealthengine.com/dreamforce to see who’s attending from WealthEngine and to schedule a meeting with us.

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.

Back to top.

Leave a Reply

Your email address will not be published.