RelSci Acquired by Euromoney People Intelligence

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We are pleased to announce that our parent company, Euromoney Institutional Investor PLC, has acquired RelSci to complement the Euromoney People Intelligence offerings  BoardEx, WealthEngine and Wealth-X.

RelSci is a leading relationship-mapping data provider serving financial, professional services and not-for-profit organizations, with a global database containing over 9 million profiles of business leaders and senior management.

WealthEngine and RelSci have historically operated with a similar purpose; to provide unique, data-driven insights that empower organizations to effectively engage with the individuals who will have the greatest influence on their business.

We have established a market-leading team within People Intelligence and by including RelSci’s expertise, user-friendly platform and expanded dataset, we open the door to a number of additional ways we can improve value for clients.

Please note that WealthEngine and RelSci clients will not experience any disruptions or changes to their existing accounts – all existing subscriptions and account support teams will remain in place and separate at this time.

The acquisition of RelSci represents a significant expansion to the insights and resources Euromoney People Intelligence can provide to our diverse roster of clients and we look forward to sharing updates on how this new asset will help support and advance your organization’s goals in the future.

WealthEngine Held Its Third Annual WE Prosper Summit To Discuss The Latest Trends And Best Practices In Finding High-Potential Donors In Today’s COVID Economy

BETHESDA, MD, October 20, 2020 — WealthEngine held its third annual WE Prosper Summit, a two-day event held virtually on Wednesday, October 14 and Thursday, October 15, 2020. 

The WE Prosper Summit is a gathering of thought leaders from global causes and international brands. Participants come together for a two-day conference of rich keynote speeches, how-tos, roundtable discussions and presentations from 10 thought leaders among our clients and partners.

The theme of this year’s WE Prosper Summit was Growing the Pyramid. Thought leaders, experts, partners and clients will discuss the latest trends they’re seeing and best practices in raising more, while spending less considering the current climate. 

The 2020 WE Prosper Summit featured key industry speakers including: Rohit Bhargava, Founder & Chief Trend Curator of Non-Obvious Company, Amir Pasic, Dean of the IUPUI Lilly Family School of Philanthropy, David Raab, Founder of CDP Institute, Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership, Jill L Barrett, CEO, Evolve and Executive Director, The Lever Fund, Michelle Tilton, VP of Marketing, Infutor, Tom Ahern, President of Ahern Communications, Ink, Rob Gleave, Senior Manager, Solution Architecture for Nonprofits, Amazon Web Services (AWS), Jarrett OBrien, Non Profit Cloud Product Marketing Director at Salesforce, and many others.

WealthEngine also took the opportunity to hold their third annual WealthEngine Prosper Awards ceremony. The WE Prosper Awards honor leading brands and nonprofits that are delivering outstanding business and social impact using WealthEngine’s prospect engagement capabilities to deploy highly effective, personalized, wealth-aware campaigns.

“We are proud to recognize the recipients of our 2020 WE Prosper Awards and appreciate their support and their commitment to the communities they serve,” said Holt Truitt, Strategic Account Executive. “We look forward to continuing our partnerships, learning from their work to generate positive momentum, and helping them increase the impact they are able to have.”

The 2020 WealthEngine Prosper Award recipients were:

The University of Kentucky Healthcare

Embry-Riddle Aeronautical University

Amnesty International

About WealthEngine

WealthEngine is the industry’s premier wealth intelligence software-as-a-service provider.  The company has been supporting more than 3,000 marquee customers for over two decades. The company enables industry-leading higher education, healthcare systems, advocacy, financial services, and high-end luxury brands and hospitality organizations in capturing and retaining tens of billions of dollars. Fueled by its proprietary wealth and lifestyle signals, WealthEngine customers measurably improve their personalization and effectiveness across fundraising, capital campaigns, marketing, segmentation and overall engagement with their audience.

Rooted in machine learning, with a cloud-native architecture, the WealthEngine 9.x platform boasts an entirely new user experience to provide wealth, demographic and lifestyle signals that come together to formulate powerful scores, WealthScores™ available in real-time. Underpinned by the company’s SmartAction™ technology, it pinpoints, predicts and helps personalize engagement with potential  prospects. WealthEngine’s platform is the most convenient way to continually sense and respond to changing motivations for their audience to connect, invest, buy or donate.

WealthEngine is an active participant in Pledge 1%, regularly giving back to the community it serves through time, product and donations. Based in Bethesda, Maryland, the company has sales offices throughout the US and a wealth research and analytics team in India. Learn more at www.wealthengine.com.

 

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How to Enhance Your Video Conferencing Experience

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As offices around the country start planning for a return to the office, many of us are still working remote and connecting with our colleagues and teams via video conferencing. Video platforms like zoom, GoToMeeting, and Google Meet have all become an integral part in the way we communicate and hold each other accountable at a distance. And though video conferencing etiquette isn’t something that’s often discussed during COVID-19, it is something that should be considered while navigating work to enhance your meeting experience.

Over the last few months, we have all been on more video conferences than we can count with many of us working in situations that are out of our control including multitasking with children in the background, pets barking, or living next door to a neighbor who has decided to mow their lawn midday. However, what we can control is the appropriate way to present ourselves. Similar to in-person office meeting etiquette, there is etiquette that should be taken into account when video conferencing.

Consider your headspace.

Although often overlooked, your headspace and the appropriate amount is a big factor in creating a presentable look on a video call. A rule of thumb is to reference the rules of framing that journalists use while capturing their interview shots. In most cases the 90-degree rule or The Rule of Third applies. Similar to interviews, it’s important to ensure the top of your head isn’t cut off and the entirety of your face and head is shown with 2-4 inches of headspace above to spare. Avoid severe profile shots and too much of your body being shown – as you should always be able to see both eyes and the face straight on. Viewers are attuned to seeing someone’s whole face when they speak and profiles are also unflattering to your team.

Backgrounds for video conferencing.

Not only do we focus on faces when we’re on video, but the backgrounds of others. Busy backgrounds are distracting and can distract others on the call if you let it. We’ve all experienced gazing for long periods of time and strain from spotting things in the background. Similar to shooting an interview, a best practice is to keep it simple and consider a clean and neutral colored background or both while you’re working from home. If you are outside, make sure you’re not video conferencing in a busy area and that the lighting and colors don’t affect your presentation on screen. Another option to consider is creating a company-branded background that you can distribute to your teams and upload via zoom. This is something that doesn’t take too much time and that as a company we have implemented for our Sales division.

Achieve the best lighting.

Proper lighting is a big factor in creating a presentable look during a video conference call. Similar to our eyes, the cameras on our laptops need light to render the best image and achieve the highest quality video possible. When there isn’t enough light or too much light, it can cause cameras to render a lower quality image. It’s important to know how to use proper lighting in order to optimize your video conferencing calls. It’s not necessary to go out and purchase new lighting; any amount of sunshine or room lighting will do. However, minimizing distraction as much as possible and avoiding poorly lit rooms, which can result in harsh shadows or glares on video is best. Proper lighting eliminates this and keeps everyone focused on the speaker and current meeting.

Minimize noise level.

There are many pros and cons of capturing volume from a computer. A con being that all background noise is usually amplified to those who are on the video call. Though a quiet space may be difficult to find during this time, don’t be afraid to use the mute button. Many of us have experienced audio fading in and out while video conferencing or someone working in close proximity to their partner. It’s always worthwhile to test your volume prior to joining a call as this can make a huge difference. Still experiencing issues? Keep a phone nearby and stay dial-in ready.

Adapting to a changing work environment over the last few months has taught us a lot about the resiliency of our teams. No matter what you’ve experienced in the past, implementing these tips going forward during your next meeting can enhance your video experience and take your meeting to the next level.