New capability harnesses the power of 300M+ profiles each with 1,500 attributes to power real-time personalization across any consumer marketing channel.

June 8, 2016 – Bethesda, MD – WealthEngine, the leading provider of predictive marketing analytics, audience development, and wealth intelligence services has launched the real-time lead scoring capabilities of WE Analyze through their API. With WE Analyze, users model their best customers and use that data to find new prospects that are very similar. The new lead scoring API enables this real-time look-alike model to be integrated into any website, app or IT system so that you can know instantly how similar a new prospect is to your best customers. 

There are a number of valuable ways to use WealthEngine’s scoring API. The real-time lead scoring lets you personalize the customer experience across any channel, including, but not limited to, website and newsletter registration, event registration, online transactions, call center routing, or direct mail. This will lead to better sales and marketing conversions.

The API is incredibly simple; it is a RESTful API that returns JSON. The API only requires the knowledge of a few simple endpoints. A user can look up individuals by name and address, email address, or phone number. There is also the ability to easily manage apps and track usage with the developer dashboard. 

Key Capabilities:

  • Real-time: Know vital customer intelligence and personalize their experience in real-time
  • Integrated: Processes and systems can integrate directly with the WealthEngine platform
  • Streamlined: Automate recurring scoring processes

“Ideal prospects come to websites and call centers every day,” said Mark Logan, CEO of WealthEngine. “The challenge for marketers and fundraisers is that there is limited opportunity to identify these best prospects. As a result, they can’t personalize interactions in-the-moment and therefore, may miss opportunities. Our new scoring API solves this problem. By letting our customers instantly figure out which prospects are the most likely to convert into valuable customer relationships, we’re unlocking an entire new level customer experience and real-time personalization.” 

Visit for developer documentation and to register for the sandbox.

About WealthEngine
WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Named a Cool Vendor in Data-Driven Marketing by Gartner, marketers, and fundraisers use WealthEngine's comprehensive insights to understand what drives consumer decisions and when best to engage them. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. 

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Press Contact
Wendy Buck, WealthEngine, 240-389-0819

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