Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement


When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on these prospects that can, and should, be used in your campaign planning. All of this data, however, can become overwhelming and underutilized, resulting in missed opportunities.

Join WealthEngine and Heller Consulting on Tuesday, July 18th at 2:00PM ET for our webinar Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement. We’ll discuss strategies you may not have thought of that can only benefit you and your campaign including:

  • Using your wealth screening to its fullest potential
  • Proper campaign planning so you get started on the right track
  • Ensuring your screening information is integrated into your CRM/DMS
  • How you can quickly take action to maximize opportunities
  • And more!

Register now for Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement.

WealthEngine is Now Lightning-Ready and Available on the Salesforce AppExchange

WealthEngine Customers Can Now Personalize Interactions by Providing a 360-Degree View of Prospects and Clients

June 20, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, announced that its application is now Lightning-Ready and available on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in new ways. Lightning-Ready apps and components leverage the Lightning Framework to maximize productivity for business users by delivering a consistent experience on any device.       

First available on the AppExchange in March 2016, WealthEngine’s application establishes a powerful link between the WealthEngine Platform and Salesforce, allowing wealth management firms and financial advisors to tailor solutions for clients leveraging wealth intelligence. Advisors can better understand their clients and prospects, and quickly identify those with larger portfolios to manage. By storing WealthEngine’s unique data directly within Salesforce, this integration enables advisors to take advantage of powerful Salesforce functionality to enhance reporting, improve segmentation, build better campaigns, and more.

Built on the Salesforce Platform and powered by Lightning, WealthEngine’s Financial Services Cloud app is currently available on the AppExchange at:

WealthEngine provides the following benefits for financial institutions and advisors:

  • Insight into the wallet share of existing clients by providing a complete picture of an individual’s wealth and assets
  • Deeper understanding of clients and prospects with detailed wealth, household, and interest data
  • More informed and comprehensive conversations with prospects, yielding higher close rates and faster throughput

“We are excited to be a fully-certified provider of consumer wealth data integrated with Salesforce Financial Services Cloud,” said Mark Logan, CEO of WealthEngine. “WealthEngine directly impacts the most important needs of today’s wealth advisors by providing a 360-degree view of clients’ assets and net worth. This allows for precise client prospecting and enhanced 1-to-1 personalized relationship building.”

“Everyone and everything is getting smarter and more connected than ever before, and companies are looking to transform the way they connect with customers, partners and employees,” said Ilan Davidovici, Global Head of Wealth & Asset Management at Salesforce. “By leveraging the power of the Salesforce Platform, WealthEngine provides financial organizations with an exciting new way to engage with their clients.”    

About Salesforce Lightning
The Salesforce Platform is the world’s most trusted cloud platform for building enterprise apps—powering Salesforce’s own CRM apps, 3,200+ partner-built apps and more than 5.5 million custom apps built by customers. Salesforce Lightning is a modern framework that combines an intuitive user experience, component-based app builder and thriving ecosystem to enable companies to move even faster. The Lightning Experience brings a consumer-like interface to users that optimizes for any device, surfacing relevant information for each screen to streamline processes and make workflows more intuitive. The Lightning App Builder and the Lightning Component Framework empower developers and business users to build amazing apps even faster using a drag-and-drop library of more than 1,000 components available on the AppExchange. For more information about Salesforce Lightning, visit:

About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on clients; and allowing advisors to engage more comprehensively with clients and their households on any device at any time.

Additional Resources

  • Take the Lightning Component Trailhead Module
  • Learn more about Salesforce Financial Services Cloud:
  • Like Salesforce on Facebook :

Follow Salesforce on Twitter:
Salesforce, Salesforce Lightning and AppExchange and others are among the trademarks of, Inc.

About WealthEngine
WealthEngine is the leading provider of predictive marketing analytics, audience development, and wealth intelligence services. Named a Cool Vendor in Data-Driven Marketing by Gartner, financial advisors and wealth managers use WealthEngine’s comprehensive insights to find, understand, and engage with their clients and prospects. Headquartered in Bethesda, MD, WealthEngine provides clients in the United States with solutions that provide a complete picture of the people they already know, and tools to find new people they would like to get to know. WealthEngine works with financial services firms, luxury organizations, nonprofits, hospitals, institutions of higher education, political campaigns, advocacy groups of all sizes, and any other organization looking to use wealth data to enhance their efforts. For more information, please visit 


The Data-Driven Annual Fund Part 2: Solicitation and Stewardship


A critical component to an annual fund is your case for support. Are you presenting a clear, intriguing case for support that is likely to result in donations? If not, you’re leaving money on the table, money that could be used to support your mission.

How confident are you in your ask amounts? Don’t guess. Use data to determine what the appropriate ask is.

We developed The Data-Driven Annual Fund to help organization with data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics.

Part 2: Solicitation and Stewardship discusses what to do once your annual fund plan is in place and how to maximize the solicitation process. It covers multi-channel solicitation strategies and techniques, case-for-support and ask amounts. Examples and templates are provided so can get started right away.

Download The Data-Driven Annual Fund Part 2: Solicitation and Stewardship.

In case you missed it, download Part 1: The Building Blocks.

The Ultimate Guide to B2C Lead Scoring Programs


Is lead scoring part of your marketing strategy? If not, you are missing out on revenue opportunities. Sixty-eight percent of successful marketers state that lead scoring is most responsible for improving revenue contribution.

If you’re a B2C company you may think lead scoring is only for B2B,  but this is a misconception. While there are some differences, lead scoring works for B2C as well.

Our new eBook The Ultimate Guide to B2C Lead Scoring Programs discusses the three main objectives we hear from B2C companies and dives deeper into steps you can take to set up a successful B2C lead scoring program.

This eBook covers:

  • Creating the need for a lead scoring program
  • Driving the right approach to prioritizing your prospects
  • Using the right data as the foundation of your model
  • Implementing your model to set yourself up for success
  • Driving adoption amongst key stakeholders

Download The Ultimate Guide to B2C Lead Scoring Programs to learn how to better prioritize your customers and prospects, and become more data-driven in your marketing and sales efforts.

Marketing Analytics Conference Recap


This week, we attended the Marketing Analytics Conference, hosted by the DMA. The event was 2 days packed with great thought leadership and real-life examples how organizations are using analytics as the base for successful strategies. It also provided a setting for executives across many industries to learn from each other and share best practices.

We were very excited to not only participate but also to lead some of the discussion. Our SVP of Product Management, John Funge, led an outstanding a panel on “The Promise of Personalization – Two Approaches in Conversation”. John was joined on stage by Abby Lee, VP, Marketing & Media Strategies, at Re/Max and Justin Boggs, Senior Director, Marketing Analytics at Sephora. They discussed a wide variety of topics about how they address personalization, from the basics such as how they define it to more specific methods they are using to customize their conversations to customers and prospects. It was a fascinating look at two different industries and their challenges of using data to enable better 1-to-1 marketing.

Personalization was just one of the many great themes at the event. The agenda was jam-packed with topics such as data-driven processes and technology, how to reach buyers, developing a data-driven culture, AI, attribution, automation, and more. Like most of the participants at the event, we came away from the session with a ton of ideas to implement in our own businesses when we get back to the office.

After plenty of discussions about marketing analytics and how it is integral for success in the industry, it’s more clear that in order to succeed, you need a good foundation of the right data. That’s where we come in. We can help your organization enhance your own internal 1st party data with more information about the people you already know and supplement that with additional prospects who you don’t. Without the right data, it’s impossible to implement any analytics to drive success. You wouldn’t jump straight to building your house without first pouring the foundation. Likewise, one shouldn’t start trying to implement a sophisticated data-driven program without ensuring you have the right data in place.

If you want to learn about all the ways we can help you with personalization and segmentation, take a look at our products and services here. When you’re ready, contact us for a free demo anytime.

A Nonprofit’s Guide to Running a Successful Data Engagement: Work Backwards


Part three of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team.

We previously discussed the importance of having a successful data engagement and the value of having the right people in the room. Now we’ll discuss how you can work backward in order to develop a timeline.

Developing a realistic timeline is one aspect for having a successful data engagement. Know the end from the beginning. Work backwards from the close date of your campaign to determine key deadlines. Why are you conducting this analysis using data? Is the launch of a capital campaign approaching? Do you need greater efficiency in your mailing efforts? Or do you simply want insight into your donor’s capacity? Being clear on goals and objectives of your project is critical to realistic project timelines.

Once you know your campaign end date and begin creating your timeline consider any seasonality in your organization’s giving patterns. Include major holidays or scheduled leave for critical staff (ie. parental leave, etc.). These foreseeable interruptions must be accounted for.

Begin identifying key project milestones and where they fall in the project timeline. Milestones include a project kickoff meeting, pulling and preparing the data to send to your vendor, a quality control check by your vendor on data submitted, the completion of data screening and analysis by your vendor, holding a final project presentation meeting, and finally, ingesting the new data back into your CRM. Decide on fixed, but conservative, deadlines for all of the deliverables and milestones identified. 

Below is an example of a sample project timeline detailing key milestones:

1. Contract Signed September 1st
2. Introductory Contact Completed (3 business days) September 7th
3. Data Recieved from Client (4 weeks from contract signing) September 30th
4.  Screening Completed (3 weeks from data recieved) October 21st
5. Modeling Completed November 11th – 30th
6.  Onsight Completed December 14th
7.  Follow Up Call &Strategy Report January 15th
8.  Launch of Campaign February

Establishing an agreed upon timeline built backwards from a fixed campaign start date will help ensure the project is not derailed when (please note we did not say if) bumps in the road emerge. As we discussed last time, it’s important for all of the key stakeholders to agree to the timeline and the key deadlines. In our next blog, we will discuss the project hiccups that will inevitably occur, and how to handle them so they do not cause you to veer too far from your set timeline. 

Marketing Analytics in Action: Join WE at the Marketing Analytics Conference


Marketing has become increasingly sophisticated over the years. From real-time personalization to dynamic messaging, marketers can do some powerful things to segment their audience and engage with them on a 1-to-1 basis with relevant content. While there are many routes to marketing success, all of these tactics have one thing in common – data. Comprehensive and informative data is a prerequisite to everything marketing today. It’s the foundation that needs to be laid down before you can build the house. After all, you need to know something about an individual before you can customize your engagement strategies.

As a data and analytics company, we’re fully bought into this mindset. We know the powerful things that our data can do to help drive successful sales and marketing strategies. And we love talking about it with colleagues, customers, prospects, and anyone else who is interested! Which is why we’re excited to attend this year’s Marketing Analytics Conference by the DMA on June 5-6 in Austin, TX. Here’s a brief synopsis of the event straight from the company’s website: 

The Marketing Analytics Conference brings together the most brilliant minds at the front lines of marketing and data science to share strategies for building out, managing and drawing the most value from your marketing analytics practice. Navigating today’s multitude of channels, touch points, and data sources requires that marketing executives and data scientists collaborate to turn insights into intuitive customer interactions.  Attendees will leave MAC 2017 with specific tactics for enhancing their marketing analytics strategy and the connections needed to continue building out their practice in the years to come.

We’re excited to be participating with industry leaders to discuss the ways we can drive more revenue and better engagement using our data. We’re also excited to contribute to the discussion by presenting. Our SVP of Product Management, John Funge, is leading a panel on Personalization. John will be joined on stage by Abby Lee, VP, Marketing & Media Strategies, at Re/Max and Justin Boggs, Senior Director, Marketing Analytics at Sephora as they discuss how they address personalization from different perspectives and what they have learned along the way. It’s going to be a great session.

If you’re planning to be in Austin at the DMA MAC next Monday, make sure you keep an eye out for us. John speaks at 1:20 pm and is gearing up for a successful session. We’ll also be ready to demonstrate WealthEngine with anyone who stops by our table. If you can’t make it, don’t worry. You can follow us on social as we’ll be frequently updating the event.

Check back on the blog next week for a recap of the event. In the meantime, if you want to learn about all the ways we can help you with personalization and segmentation, take a look at our products and services here.