API integration

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

July 18, 2019 4 min read

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 …

September 4, 2018 2 min read
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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 …

August 9, 2017 < 1 min read
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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 …

July 7, 2017 3 min read
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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 …

January 31, 2017 3 min read
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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 …

January 24, 2017 < 1 min read
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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 …

December 2, 2016 3 min read
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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 …

October 24, 2016 2 min read
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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 …

October 20, 2016 < 1 min read
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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 …

October 3, 2016 3 min read
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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 …

August 26, 2016 2 min read
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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 …

September 21, 2015 < 1 min read
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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 …

August 18, 2015 2 min read
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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 …

July 28, 2015 2 min read
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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 …

June 15, 2015 < 1 min read

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