2017 Spring Newsletter

Message from the CEO

Greetings and welcome to the spring installment of the WealthEngine Customer Newsletter. We are proud to be the leaders in providing actionable wealth intelligence to our clients. We believe that it is our responsibility to share our experiences and best practices to assist all customers in achieving their goals. Whether those goals include finding donors or customers, it all begins with gaining a better understanding about the individuals with which you are engaging. Our mission is to help you find, understand, and engage the wealthy prospects that can positively impact your organization.

It’s May, and that means that our higher education clients and some nonprofits are approaching the end of their fiscal year. Within this newsletter, we focus mostly on our solutions to help power fundraising organizations during this end-of-year push. We are proud to be the largest provider of wealth data and analytics in the industry, serving over 2,600 nonprofit organizations. Last year alone, over 700 new charities and higher education institutions selected WealthEngine to be their strategic fundraising partner. As the industry leader, we believe that it is paramount to manage your critical donor data with the utmost care. We are pleased to announce that WealthEngine is the first, and only SOC 2 certified data provider available. Protecting sensitive data cannot be compromised, and we’re proud to handle our clients’ data with full security compliance.

In addition to serving the needs of nonprofits, large and small, we have endeavored to leverage our unique and valuable data in other markets. I would like to highlight an exciting session that I was able to participate in within the luxury marketplace.

Earlier this month, I joined senior executives and decision makers at the 2nd annual Luxury Roundtable hosted in New York City by Luxury Daily. The day focused on how to drive and sustain demand from Generations X, Y and Z, whose shopping habits are strikingly different from the silent generation and baby boomers. I spoke about how WealthEngine can provide useful insights on customer segmentation and the critical importance of personalization, particularly as different generations are living on their smartphones and in the digital world. It was an outstanding session that resonated with the value proposition we can provide to companies in the luxury industry.

What is compelling to note is that these experiences within a broad range of industries and use cases provides valuable signals that further advance our data offerings. Our customers continue to use our solutions alongside of leading DMS and CRM products. Over the upcoming weeks, WealthEngine will make a few exciting announcements about our expanding relationships with Salesforce, Marketo and others.

Our product focus this month is on one of our newer offerings, On Demand Screening, a revolutionary new screening solution for websites. With this product, organizations can instantly learn the wealth of their web visitors in real-time as they interact with their site. When that person inputs their information into online web forms such as registration or donation forms, the solution screens that individual and returns their wealth data in real-time. Organizations now have increased options to improve the quality of their fundraising efforts as donors interact with them online – not months later, after the moment has passed.

In our spotlight, we shift gears slightly this quarter. While we normally focus on an individual or team within the organization, this month we decided to focus on giving back. We are consistently amazed at the incredible work that the charitable organizations we work with do for their communities. Our marketing team recently worked with one of our partners for a “day of service.” They spent an afternoon at The Children’s Inn at the National Institutes of Health in Bethesda, MD making snacks and treats for the kids and their families. While we enjoy helping our clients succeed, joining them in their cause is a rewarding opportunity that we are honored to participate in.

Over the next few weeks, we’re excited for some coming attractions and new announcements to roll out. Some of these include:

  • Expanded WE Customer Support and Consulting
  • Q2 Product Promotions
  • Customer Case Study Contest

Finally, I’d like to highlight that we are committed to providing 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 also continue to publish thought leadership to share with our customers and prospects for free.

We are proud of the 3,000+ organizations that are part of the WealthEngine family. To compete in today’s environment, you need to maintain a full understanding of your customers. We are committed to providing the best solutions to assist you in achieving your goals. We are excited to continue our work with you on new opportunities. 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?

Publication | The Data-Driven Annual Fund
We have released Part 1 of this 3-part series. This workbook focuses on building a strong base for the annual fund and setting the protocols that will drive the entire process. Specific topics include conducting a data audit, data hygiene and segmentation, and developing an annual fund plan. Download Now.

Video | WE Overview
We are excited to show you a new video we produced to serve as an explainer of the WealthEngine Platform capabilities and benefits we provide to our clients. View Now.

Press Release | WealthEngine Expands Presence as the Leading B2C Wealth Data Provider in the Financial Services Industry
WealthEngine is proud to share with you the steps we have taken to position ourselves as the premier partner for all financial service institutions. Learn More.

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WE Spotlight: Volunteering

As part of National Volunteer Week, the WealthEngine marketing team spent the afternoon at The Children’s Inn at the National Institutes of Health in Bethesda, MD. The Children’s Inn provides a home away from home for families with children participating in clinical trials at NIH. Each family’s stay at the Inn is free of charge. Many activities, outings, and comforts are provided including game rooms, a library, arts and crafts, and much more.

WE spent our time baking snacks and treats for all of the kids and their families. On the menu was puppy chow (aka muddy buddies), salted caramel pretzel brownies, soft pretzel bites, and PB&J roll ups. WealthEngine offers employees two days per year of volunteer time off as part of our benefits package. As a company, we believe in giving back to our communities and helping organizations achieve their missions.

The team also donated WE sunglasses to each of the kids’ “Thoughtful Treasures” mailbox. Every day, little surprises are placed in each of their boxes so they can enjoy these gifts on their way to and from their treatments.

It was a rewarding afternoon spent in the service of others. WE send our best wishes to all the children and their families as they continue through these challenging times filled with hope and courage.

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Product Deep Dive – WE On Demand Screening

What if you could instantly screen your donors as they donate online so you can take immediate action?

Every day, high-potential donors and prospects visit your website and donate to your organization. The problem is that you may not know it until much later and by then, it can be too late. When donors give online, they are engaged. That engagement can fade as time passes, so it’s important to take action right away to nurture that relationship and generate deeper support.

How can I take action right away?
Maximize these opportunities with WE On Demand Screening. Instantly screen your online donors as they interact with your site by integrating your online donation process with the WE Platform.

How can WE On Demand Screening help me?
On Demand Screening lets you personalize the donor experience. As new prospects are in the process of giving online, you can learn their propensity and capacity in real-time. This enables you to personalize the rest of the online experience with that donor.

For example, depending on the capacity of the donor, you may change the default online donation options in real-time. Instead of displaying smaller donation amounts, show larger amounts you know the donor has the capacity to give.

Besides customizing donation amounts, WE On Demand Screening allows you to automate and streamline your processes. Directly route prospects from your online donation system into your donor management system. From there you can trigger a number of automated actions, such as including particular donors in email nurture campaigns or routing donors to specific teams for further action and cultivation – all based on rules and segmentation you define.

How does it work?
On Demand Screening is a turnkey solution. We deliver an integration between your online donation platform and our platform. Our team works with you to design an integration and process tailored to your organization. We also implement the integration and help you roll it out to your users. Once the rollout is complete we transfer all knowledge to your technical staff.

How do I get started?
Don’t miss out on opportunities. WE On Demand Screening provides you with vital prospect intelligence and personalization in real-time, allowing you to transform your fundraising strategies and enhance your messaging as donors interact with your site. Request more information.

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A Look Ahead

Event | May 30 – June 3 | Gaylord National Harbor, MD
Jenzabar Annual Meeting (JAM) | WE are looking forward to sponsoring the annual Jenzabar conference as an integration partner and will be exhibiting in booth #19. Learn more.

Webinar | June 1, 2-3 PM ET
UFO Sightings for Nonprofit Organizations | Join us as we demonstrate how to systematically involve your development team in creating a free-flowing prospect pipeline and achieving a more sustainable fundraising model. Receive CFRE credits. Register Now.

Event | June 5 -6 | Austin, TX
Marketing Analytics Conference | WE are excited to be a Silver Sponsor of the DMA’s Marketing Analytics Conference. Join us in learning about data-driven marketing strategies. Learn More.

Webinar | June 15, 2-3 PM ET
Marketing Automation with WE: Using WealthEngine to Personalize Your Lead Nurturing | Listen as our experts discuss the seamless integration of WealthEngine with marketing automation platforms, allowing you to append wealth and attribute data to your records in your leads database. Register Now.

Event | July 26-29 | Anaheim, CA
APRA’S Prospect Development Conference | WE are proud to be a Prospect Development Partner of this annual event. You will also not want to miss our session that’s part of the Data Analytics Symposium led by our Director of Predictive Analytics, John Andrews, as he talks about – Thinking Outside the Black Box: Balancing Model Interpretability and Accuracy. Learn More.

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

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