Understanding WealthEngine’s Nonprofit Ratings & Scores

In this webinar, we discuss and define in detail all of WE’s nonprofit ratings and scores, including:

  • Quality of Match
  • Estimated Giving Capacity
  • Propensity to Give (P2G)
  • Planned Giving Indicators
  • Wealth Ratings (Total Assets, Net Worth, Cash on Hand. Estimated Annual Donations)
  • Inclination Giving
  • Inclination Affiliation
We also discuss best practices for using our ratings and scores post-screening to segment and prioritize donors and prospects for Major Gifts, Planned Giving, and Annual Fund, as well as site some specific use cases and examples.

Nonprofit Webinar: WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do.

Successful fundraising campaigns create personal interactions. See how WealthEngine 9.0 will help you make those connections with wealth and lifestyle data that is unique to your audience. Nurture your targets on a deeper and more lasting level with the most powerful prospect engagement platform ever.

In this first webinar, we will give you an overview of WealthEngine 9.0:

  • End-to-End Prospecting: Nurture your prospects in a highly personal, relevant, and precise manner
  • Wealth & Lifestyle Intelligence: Quickly learn everything you need to know about your next best prospect
  • Modeling & Scoring: Propensity to Spend (P2S), the industry’s first, advanced data science-based, numerical score to help you hyper-personalize your engagement based on insight into your prospects spending preferences.
  • Campaign-as-a-Service: Turn insights into action and action into knowledge

Speakers:

  • Leo Scott, CTO, WealthEngine
  • Manmohan (Mac) Gupta, VP of Product Marketing, WealthEngine

Commercial Webinar: WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do.

Successful marketing and sales campaigns create personal interactions. See how WealthEngine 9.0 will help you make those connections with wealth and lifestyle data that is unique to your audience. Nurture your targets on a deeper and more lasting level with the most powerful prospect engagement platform ever.

In this first webinar, we will give you an overview of WealthEngine 9.0:

  • End-to-End Prospecting: Nurture your prospects in a highly personal, relevant, and precise manner
  • Wealth & Lifestyle Intelligence: Quickly learn everything you need to know about your next best prospect
  • Modeling & Scoring: Propensity to Spend (P2S), the industry’s first, advanced data science-based, numerical score to help you hyper-personalize your engagement based on insight into your prospects spending preferences.
  • Campaign-as-a-Service: Turn insights into action and action into knowledge

Speakers:

  • Leo Scott, CTO, WealthEngine
  • Manmohan (Mac) Gupta, VP of Product Marketing, WealthEngine

WealthEngine for Salesforce

We are excited to announce a host of improvements to our Salesforce Integration. The upgrade will allow you to:

  • Auto-Append Updates: Automatically append WealthEngine data to new or existing records in SF based on your specific criteria
  • New Criteria Added: Lead Source, Record Type, Time since last WE screen, On Edit of Record
  • Report Updates: New Overview Canned Reports added and Custom Report Types
  • Lightning Updates: Updates to themes to comply with the Spring ’18 release
  • Bug Fixes: Specific fixes to bugs and error messaging as reported by our customers

WealthEngine for Salesforce is now streamlined for screening and prospecting. Join us to learn more about how these new capabilities can help you fuel your next wealth-aware campaign.

Real-Time Wealth & Lifestyle Insights to Fuel Your Next Campaign

Did you know that you could be leveraging our platform beyond richly layered WE Profile searches and fast-paced wealth screenings? The WealthEngine API lets you look up the net worth of almost anyone in the U.S. in real time. What’s more? Our API will seamlessly integrate into existing CRM/DMS to give you a richer, more holistic view of customers and prospects.

In our previous webinars, we showed you how to use WE Prospect to find your next best customer or donor and WE Analyze to leverage predictive modeling to find quality leads.

In this webinar, we will show you how our API is simple to implement but secure, fast, reliable and scalable to use.

Specifically, you will learn about:

  • What an API is and how it can be integrated quickly to save your team time
  • How to use the WE API to get a 360-degree wealth profile on all incoming prospects in real-time
  • The API’s newly enhanced ability to generate a custom model score
  • WealthEngine’s API roadmap and plan for future enhancements

WealthEngine is the industry’s most trusted, API-accessible, cloud-secure platform for Wealth Intelligence. Our solutions enable fundraisers and marketers to drive ultra-personalized, high-precision campaigns that deliver high impact at lower acquisition costs.