API

API integration can add convenience and immediacy to your wealth screening and prospecting. Learn about maximizing your CRM and gaining real-time insights.

Did you know you could be taking advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? WealthEngine’s powerful but simple API lets you look up the net worth of almost anyone in the U.S. in real time! W …

Continue reading “WE API: Seamless, Scalable, Reliable Integration”

What if you could look up wealth information about customers, donors and prospects in real-time for fundraising and marketing in a streamlined and automated way? Sounds difficult, but we promise you it’s not. You really can get this information quickly …

Continue reading “Accessing Wealth Data in Real-Time Through an API: It’s Not as Difficult As You Might Think”

At WealthEngine we are always looking for ways to make improvements and enhancements that increase ease and productivity for our clients. We recently launched our batch API. To explain why this is a big deal, we spoke with our API Evangelist TJ Stalcup …

Continue reading “WE Have a Batch API. And You Should Care.”

Welcome to the final part of our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales. We have covered a lot in our journeys through APIs over the past few months. In the first post, we discus …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 5 – Closing Deals Faster and Selling More”

The digital world is growing at an astounding rate, giving companies access to data and content that can be utilized across multiple channels within their engagement and marketing strategies. The connection that allows all of these data transfers to ha …

Continue reading “Best Practices for Integrating with an API”

Welcome back to our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales! Throughout these posts, we are focused on using our real-time API connection. In Part 1, we discussed how to prioritiz …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 4 – Bringing out the White Glove Treatment”

Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discu …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 3 – Fail Fast, Succeed Faster”

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights. We’ve put together this infographic …

Continue reading “5 Benefits of Real-time Wealth Insights Through an API – Infographic”

Welcome back to our 5-part blog series about how you can use wealth data to supercharge your real-time sales and marketing strategies through an API. In our first post, we discussed how to prioritize and understand your best leads from the moment they …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 2 – Get to Know Your Audience”

Here at WealthEngine, we believe in the power of using wealth data to drive sales, marketing, and fundraising decisions. Our product platform provides you with a wealth(!) of information on over 300 million consumers. It truly is the best way to dive d …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 1 – Know Your Best Leads”

Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015. Our goals for attending Dreamforce were as follows: As a Bronze partner, continue to strengthen our relationship with Salesfo …

Continue reading “WealthEngine at Dreamforce Recap”

You’ve got the social proof that referral marketing works. But how well is it working for you? While an endorsement from a family member or friend holds stronger influence than most advertising and marketing channels, are you doing everything you can t …

Continue reading “How to Convert Refer-A-Friend Referrals into Customers More Effectively Using Wealth Intelligence”

When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

Continue reading “WealthEngine: Continuing the Momentum”

One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a …

Continue reading “Mike Lees’ Week in Review: MarTech, WealthEngine API and Your Little Zone of Genius”