API Integration: Make Your CRM go the Extra Mile with Wealth Intelligence

API integration

Would you ignore a potential convenience if you had the option? Probably not, right? If you’re someone who lives on your CRM during most of your workday, then reading this will make your life easier. API integration is a convenient and secure way to add wealth intelligence to your database.

Doing this allows you to gain insights instantly within your CRM. Additionally, APIs can provide real-time insights on your contacts as soon as they come into contact with one of your channels.

Let’s begin with the basics before we continue exploring benefits and use cases.

What is API Integration?

API stands for Application Programming Interface. Think of a mobile or web application like Gmail, Twitter, or Facebook. These applications are powered by data, so you need a way to get data to and from the app. There needs to be an automated way to communicate with a database.

Simply put, API is a mechanism for one computer to consume the services
provided by another computer in a structured format. Further, an Integration is some functionality built using APIs between your wealth analytics provider’s platform and the CRM platform you use.

Top 3 Benefits of API Integration

1. Omnichannel Integration: APIs can integrate wealth data and analytics into any website, app, or system. This means that you can gain wealth insights on any digital channel, not just your website. For example, your e-commerce app can deliver a personalized experience to each customer based on their wealth and lifestyle data.

As a result, engagement would increase, thereby improving customer lifetime value.

Similarly, if you’re a nonprofit, you can imagine how seamless this would be:

2. Real-time Updates: A wealth intelligence API integration can instantly screen prospects so you can take immediate action. This means when a new customer or donor engages with your website, you can find out more about them instantly. Your insights engine can provide wealth and financial capacity insights into transactions in real-time. Therefore, knowing more about them allows you to begin nurturing them right away.

For instance, a WealthEngine client acquired about 6,000 new donors through a campaign and screened them using their WealthEngine integration. They found that about 10% of those individuals had a net worth over $1 million, which they have since passed to their major gift team to cultivate major relationships.

3. Enhance Your CRM: Import wealth data directly into your CRM or sales platform. This will allow your marketing or advancement team to spend more time focused on reaching the right prospects instead of switching back and forth between several platforms. It reduces the need for tasks like exporting files and uploading them into your platform of choice. This way you can make your CRM go the extra mile.

What WealthEngine’s API can do For You

WealthEngine offers sophisticated and secure API integrations that enhance your CRM with actionable wealth insights. Further, they can provide instant insights into your contacts on a variety of platforms.

Here are three ways in which you can use the API to integrate wealth intelligence:

1. Web Connect: This feature allows you to open a window on the WealthEngine platform so that you can review details on a desired profile.

reading a wealthengine profile
2. Prospect Link:  This feature allows you to request wealth profiles to review names and addresses.
3. Batch Import:  Request wealth profiles to review a list of names within large batch files.

Integrations We Offer:

Key API Integrations

How API Integration can Enhance Your Day-to-Day

You can benefit from the API’s ability to provide holistic, real-time intelligence in many ways, such as:

  • Websites, event registrations, digital campaigns, and online transactions: API integration can provide rich insights on anyone who engages with your digital channels. This way you can refine your personalization strategy over time. WealthEngine can provide further insights through reports that show views and click-through-rates weekly.

  • Email and newsletter registrations: Screen your list of subscribers to better understand their interests. This allows you to serve more personalized content. Furthermore, WealthEngine’s integration can offer you open and click rates thereby giving you quantified insights on your newsletter’s performance.

  • Automate screening processes: Your CRM can become more efficient through API integration. Gain wealth intelligence at the click of a button within your CRM platform. An informative wealth dashboard helps you see macro patterns in your database to ensure that you always stay updated.

Other use cases for API Integration

In addition to integration to measure digital activities, consider gaining actionable insights on other activities such as call center routing and direct mail.

Propel Your Prospecting Through API Today

Find out how WealthEngine’s API integration can boost your prospecting by offering unparalleled personalization.

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WE API: Seamless, Scalable, Reliable Integration

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!

WealthEngine is the industry’s most trusted, API-accessible, cloud-secure platform for Wealth Intelligence. Our solutions enable fundraisers and marketers to drive highly private, high precision, campaigns that deliver high impact at lower acquisition costs. WeathEngine’s API is an industry benchmark. It can seamlessly integrate into an existing CRM/DMS to give you a richer, more holistic view of customers and prospects.

In our previous blog posts, 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 post, you will discover how API implementation can benefit you in several use cases such as event registrations, website signup, online to offline conversions of digital advertising, real-time transactional information, and alerts of top donors or customers and much more across both nonprofit and commercial sectors.

Let’s start from the beginning- If you are unfamiliar with the terminology, API stands for Application Programming Interface. For instance, think of a mobile or web application like Gmail, Twitter, or Facebook. These applications are powered by data, so you need a way to get data to and from the app. In order to talk to a database, there needs to be a programmatic way to communicate with that database or interface with that data. That’s what an API does – it’s a programming interface for an application.

Ready to learn more about what it means for you? Take a look at our example

Looking up actionable information on donors and customers in real-time may sound complicated. But, we’ve worked hard to keep the WE API really simple but powerful. There are just a few endpoints to know. The WE API may be called by multiple input values including; Name and Address, Email Address, and Phone Number.

Our API is simple to implement but secure, fast, reliable and scalable to use. As marketers or fundraisers, you may have information on previous engagements with a customer or donor. You may even have wealth data such as net-worth, homeownership, etc. This information becomes significantly more actionable when presented to you in real-time. When you have a large and growing database, our batch API makes it possible for you to quickly and frequently look up the information for multiple users at one time.

There are several compelling and effective use cases for WealthEngine’s API. For instance, when a customer or donor engages with your channel for sign-ups, event registrations, etc; the API can provide a meaningful picture of the prospect that goes beyond their username and email. As marketers and fundraisers, you can quickly use this information to take action.

This action may be in the form of delivering personalized messaging, a customized experience or showcasing the right products or causes that the visitor is more likely to engage with.

To learn more about use cases and best practice tips for implementation, download our ebook today!

For more information on API reliability, scalability, security and WealthEngine’s future API roadmap, join our webinar on September 5, 2018 at 2:00 PM ET. Register today!

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


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, allowing you to take immediate action so you’re not missing out on valuable opportunities. 

Every day, millions of transactions happen that depend on someone’s lifestyle habits or their capacity to donate, spend or invest. Understanding an individual’s wealth enables you to personalize your offers and calls to action across any channel – website, email, registration forms, call center routing, and direct mail.

The WE API is key to gaining this insight in real-time and we invite to learn more about it. Whether you’re small nonprofit or a large retail organization, our API can provide you with the information you need to improve your fundraising and marketing strategies. 

Of course we can tell you how easy it is but we’d really like to show you. Join us for our webinar so we can show you how the WE API can transform your engagement strategies and streamline your processes. Better yet, Funraise, a WE client, will provide a first-hand account of how they’re using the WE API to enable nonprofits with the capability to conduct real-time screenings. 

Let our API experts reinforce how easy it is. They’ll cover what an API is and the key components that will allow you to increases ease and productivity.

Register now for Accessing Wealth Data in Real-Time Through an API: It’s Not as Difficult As You Might Think.


WE Have a Batch API. And You Should Care.


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.

Can you start by explaining what an API is?

API stands for Application Programming Interface. Sounds technical right? Here’s an example to help explain it. Think of a mobile or web application like Gmail, Twitter, or Facebook. These applications are powered by data so you need a way to get data to and from the app. In order to talk to a database there needs to be a programmatic way to communicate with that database or interface with that data. That’s what an API does – it’s a programming interface for an application.

WealthEngine currently has an API. What is the difference between the current one and the new batch API?

Our current API looks up individuals, or makes a call, one at a time. For many of our clients this works because they are integrated into an existing communication method such as a donation form, event registration, or contact form. When the form is filled out and submitted, a call is made to the API with that individual’s information and the results, the wealth profile, are returned.

That’s great if you’re only looking up individuals one at a time. But what if you have a large list? That’s where the batch API comes into play. Now, you can batch up to 100 names at a time. Instead of making 100 calls, you’re only making one. Have 1,000 names? You’re now only making 10 API calls instead of 1,000.

And let’s not forget that this all happens within seconds. Whether you make one call or 100 calls, the results are returned almost instantly, allowing you to take action quickly. Gain real-time intelligence to personalize the customer or donor experience across any channel – website and email newsletter registration, event registration, online transactions, call center routing, direct mail, and more.

Many WealthEngine clients use batch screening. What is the different between batch screening and batch API?

A batch screening may not be submitted with the same frequency. It could be a weekly, monthly, or yearly screening. A client could be conducting a one-time screening in preparation for a capital campaign or large marketing campaign. 

The batch API, as well as our current API, speaks to the real-time aspect I mentioned previously. Now, you can take action on a larger group of individuals very quickly using the API. The API also allows for an automated and streamlined processes to be put in place.

What else makes the batch API so important?

I’m glad you asked. One of the most exciting and unique aspects of the batch API, and what really sets it apart from other APIs, is that you can now submit the information you know about an individual and we’ll figure out which data points are needed for a match.

With the current API there are five lookups to know. Look someone up by name and address, name and email, email, name and phone number, or phone number. If no match is returned when calling by name and address, clients often try by name and email. If no match is returned here either, they will try using just email, and so on. Five calls have just been made. That’s a lot of code to write.

What if you didn’t have to make five separate calls and could just make one? That’s the batch API. Submit all of the information you have and we’ll decide what’s needed to make a match.

Even if you’re only looking to submit one name at a time, you may want to consider the batch API for those reasons. Make one call with all of the information you have on someone, instead of making multiple calls for one name.

To summarize, the key components of the WealthEngine batch API are having the ability to submit batches of 100 individuals in one call and being able to submit all of the information you have on that individual, and we’ll determine what’s needed in order to find a match.

The WealthEngine API helps you better understand your prospects’ wealth so you can customize the prospect experience, personalizing your offers and calls to action.

To learn more about the WealthEngine batch API and register for the sandbox visit dev.wealthengine.com. Once registered, you can make API calls directly from our documentation, and signup for a $100 Free Trial to work with real data!

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


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 discussed how to prioritize and understand your best leads. The second post talked about how you can get to know your audience better. In the third post, we talked about how you can use real-time insights to drive testing and succeed faster. Our fourth post covered how you should go above and beyond to cater to individuals by bringing out the white glove treatment.

This week, we wrap up our series with Part 5 – Closing Deals Faster and Selling More.

Closing business faster. Selling more products and services. Making money. These are universal goals for all companies. But how do you do it? It’s easier said than done, and obviously, there are many ways to reach your goals.

Most of those solutions will focus on one central theme – providing greater value to your customers and prospects. It’s simple really. Increase the value that you provide, and you will yield better results in your sales process.

That makes sense. But how do you drive more value through an API? The answer is marketing automation.

Before we dive into the details of how you can do this through an API, let’s start with a quick lesson on marketing automation. Our friends at Marketo have a great definition:

Marketing automation is a category of technology that allows companies to streamline, automate, and measure marketing tasks and workflows, so they can increase operational efficiency and grow revenue faster.

Marketing automation is a newer trend in the industry, but the concept has been around for a while. You can increase your value to consumers through personalized messaging and offers.

This is where the API comes in. By connecting to third party platforms and infusing valuable data with your own first party data, you can greatly increase the number of variables that can drive automation and personalization.

Let’s look at an example. Suppose someone is interacting with your website and fills out a custom form to download some content. Right away, you have some good first party data. You may capture their name, title, industry, and you have a basic understanding of their interests from their browsing and downloading history.

Connecting to third party platforms can greatly increase this value. We provide a comprehensive profile of individuals, including their demographic, interest, lifestyle, and of course, wealth data. A connection to our platform through our API can give you this information in real-time and give you many more options for personalization.

Personalize the products or content people see when they browse your site based on their interests. Or route them directly through your concierge service if they meet a certain wealth threshold. The possibilities are endless.

There is overwhelming evidence that personalization increases sales and close rates. Our pals at Triblio agree:

  • Personalized CTAs resulted in a 42% higher conversion rate than generic CTAs. 
  • Marketers see an average increase of 20% in sales when using personalized web experiences.
  • Leads who are nurtured with personalized content produce a 20% increase in sales opportunities.

Don’t miss opportunities any longer. Ramp up your marketing automation game and customize your customers’ online shopping experience. This can mean higher transaction sizes, increased conversion rates, and, ultimately, more revenue.

Want to learn more about our wealth API? Check out our developer’s site. Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out the eBook this series is based on – 5 Benefits of Real-Time Wealth Insights through an API. Finally, download our newest eBook where we consult experts about Best Practices for Integrating with an API.

Best Practices for Integrating with an API


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 happen instantaneously are APIs (Application Programming Interface).

Since the world of APIs is new for a lot of businesses, WE decided to reach out to some industry experts and solicit their feedback for best practices and tips for evaluating and integrating with APIs. We have compiled the responses into a comprehensive eBook – Advice from the Experts: Best Practices for Integrating with an API.

In our new eBook you will find the answers to the following:

  1. Why are APIs useful?
  2. What factors should you discuss internally when deciding to integrate with an API and evaluating providers?
  3. What tips do you have for diving in an integrating with an API?
  4. What best practices do you have for quality testing your integration with an API?
  5. What process efficiencies have you found since integrating with an API?

To get the answer to these questions and to explore some practical API use cases and benefits, download a free copy of the eBook today.

Have you or your company integrated with an API before? If so, let us know in the comments section below what obstacles you encountered and how you overcame them and what other tips you might have for those looking to navigate the process for the first time. 

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 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 prioritize and understand your best leads . In Part 2, we talked about how you can get to know your audience better . In Part 3, we talked about how you can use real-time insights to drive testing and succeed faster .

This week, we move onto Part 4, where we focus on Bringing out the White Glove Treatment.

The term “white glove treatment” is synonymous with concierge service or going above and beyond to cater to individuals. While it’s a common mantra across industries to treat every customer with outstanding service, the reality is that certain ones should be and are given preferential treatment.

So why would you give someone preferential treatment? The most common reason is that they are, or you expect them to be, an extremely valuable customer.

A good way to look at the value of your customers is by focusing on The Pareto principle. This usually stays somewhat consistent across organizations and states that 80% of your revenue comes from about 20% of your customers. This gets even more exaggerated as your group gets more concentrated. The top 1%-5% of your customers drive as much as 50% of the revenue. If such a large portion of your revenue comes from a small group of customers, wouldn’t you want to go above and beyond to make sure they stay your customers?

There’s another key tenet to keep in mind here – spend history does not necessarily equa spend ability. In other words, just because someone spent a lot or a little in the past, that doesn’t necessarily mean they have the ability spend a lot or a little in the future.

If you were to audit the bottom 80% of your customers – you know, the ones you aren’t currently giving that superior service – what do you think would you find? I guarantee that there are hidden gems ready to increase their spending with your organization given the right treatment.

Don’t miss out on opportunities that are right in front of you.

We believe in fully understanding your customers, which is why we have compiled a comprehensive wealth profile that allows you to learn deep, non-trivial insights on individuals. That’s a good thing. It can drive better sales and marketing efforts, improve your knowledge of your customer base, and benefit your organization in many other ways.

How about getting that information in real-time? That sounds better, but what could you do with that information on the fly?

  • Learn the spend capacity of someone as they check into your hotel and upgrade them based on their potential.
  • Tailor the attendee experience at an event based on insights you learn about someone during registration.
  • Learn more about your customers and prospects as they engage with your website and personalize that online experience.

These examples are real-world situations that happen every day. By getting a little more information in real-time, you can roll out the red carpet and enhance the experience of your customers. By doing so, they are that much more likely to become loyal to your brand. You’ll drive better retention, more cross- and up-sell, and higher customer satisfaction.

Most importantly, you’re targeting the ones who have the ability to spend more. And doing that gives you a better opportunity to move them into that top group of customers that are responsible for much of the revenue.

So, bring out that white glove treatment – with real-time insights, you can do it effectively to help your customer experiences and the bottom line.

Keep an eye out for the final part of our series in the coming weeks about the closing deals faster and selling more.

Want to learn more about our wealth API? Check out our developer’s site . Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out our new eBook – 5 Benefits of Real-Time Wealth Insights through an API .

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


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 discussed how to prioritize and understand your best leads from the moment they first interact with you. In the second post, we talked about how you can get to know your audience better.

This week, we move onto part 3. We’ll focus on how you can fail fast and succeed faster.

I know what you’re thinking. ”Fail fast, succeed faster. What does that even mean?”

None of us want to fail at all. In an ideal world, your strategies will be successful from day 1. But that’s not reality for many of us.

A 2014 study by Sales Benchmark Index found that as many as 71% of marketers were falling short of their revenue targets by adopting the wrong marketing strategies. And that doesn’t even measure how many of the other 29% failed a few times before landing on a successful strategy.

So that begs the question…how do we get the right strategies? The answer is testing.

Ask marketing departments in any successful company. They’ll tell you the same thing. Testing, learning, and testing some more is the key to a winning strategy. If you’re looking to grow your business, implementing well-executed tests is a necessity.

The next question is – What do you test? Well, I’ll suggest that you ultimately test everything. But testing your marketing campaigns is a start.

That’s where the WealthEngine API comes in. With our API integration, you can understand more about the individuals responding to your campaigns and engaging with you…in real time. Income, net worth, assets, and personal attributes are all pieces of information that can be readily available to you at the moment individuals are interacting with your website.

Think of the power of what you can do with that information.

  • Test various calls to action, copy, or creative and adjust on the fly based on how individuals with different wealth profiles respond to your marketing efforts.
  • Try different sales tactics when you see high-capacity individuals interacting with your website. Find a strategy that works and stick with it.
  • Route people to different experiences on your website and test which flow works the best.

You can make all these campaign decisions immediately using information from your ideal audience (or not). And you can set up simple tests that give you answers quickly and lets you learn what works and, just as importantly, what doesn’t.

The next time someone tells you failing is bad, tell them they’re wrong. Failing is a good thing – as long as you do it fast and move onto another strategy. It cuts down on time waste and saves money, giving you more time to find the successful strategy. Utilizing real-time data and information can help you learn what works and what doesn’t, and optimize the effectiveness of your tests.

Keep an eye out for Part 4 of our series in the coming weeks about the personalized treatment of high value prospects.

Want to learn more about our wealth API? Check out our developer’s site. Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out our new eBook – 5 Benefits of Real-Time Wealth Insights through an API.

5 Benefits of Real-time Wealth Insights Through an API – Infographic


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 with five suggestions to give your engagement strategies a boost.

To get more information on how you can leverage real-time wealth insights download our full eBook now – 5 Benefits of Real-Time Wealth Insights.

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


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 first interact with you.

This week, we move onto Part 2 where we’ll focus on how you can get to know your audience better. 

Do you know your customers? I mean do you really know your customers? You might think that you know all there is to know. But what does that really entail? You obviously know what they’ve purchased from your company. You may also know some basic information, such as their name, age, location, and other basic profile stats. What else? Some of you may be thinking…what else is there to know?

If this is all the information you have on your customer base, then there IS a lot more you can learn. For example, what are your customers’ interests? How do they behave? Do they have the ability purchase your higher-end products? These are all important questions. Having a firm understanding of the answers to these, and other similar questions, can help you gain a better understanding of who to prioritize in sales efforts and who to market to through marketing automation.

I hope that by now I’ve convinced you that more information on your audience is better. Let’s up the game a little bit more and talk about timing. Learning all there is to know about your base is great, but if you get those answers in weeks or months, your options are limited. It’s better than nothing, but unless your sales cycle is quite long, the opportunity has likely gone cold and needs to be reengaged. Wouldn’t it be better to get this information much faster? Like, real-time faster?

Consumers are 22% more likely to consider a brand as a result of real-time marketing. Why? Because real-time marketing gets relevant information in front of them immediately while they are interested in something. Ever hear of the phrase “right message in front of the right customer at the right time”? This is what that means.

Our ideal timing is real-time. And fortunately, that’s possible through APIs. You could do a lot more with that kind of speed. For instance, by understanding what your audience is interested in, you can customize your sales and marketing efforts. Don’t show them content on your website that isn’t relevant. Give them an experience that aligns to their interests. If you’re conducting a sales conversation, you can guide the discussion based on their background. Real-time speed instantly opens up a whole world of options. 

Wealth insights are another important data point that can help drive this conversation – especially when wealth matters. Let’s work through a use case here:

Leads visit your website to learn more about your products. Wealth does matter for you…meaning that you have some products that may be more aligned to individuals with higher purchasing power. When you capture an individual’s basic information on your site – for a sales conversation, to download materials, or to sign-up for your mailing list – you can perform an instant wealth screening on those individuals through our API.

Congratulations! You’ve just learned a lot more about your audience to help you better segment and prioritize.

Develop customized sales tracks for individuals that fit different income profiles. Customize their future web experiences through a content hub with information about their interests and affinity. Fast track a sales conversation with your best reps based on their purchasing power. Or develop different talk tracks in your service center to align to their needs. The possibilities are endless.

Knowing your audience is important for good sales and marketing. Until recently, there was a time lag associated with gaining this knowledge. However, with better technologies and through the use of APIs, we can now learn this information in real-time. Let’s use that information to optimize our efforts.

Keep an eye out for Part 3 of our series in the coming weeks about failing fast and succeeding faster, where we discuss how you can run and optimize tests with real-time wealth data.

Want to learn more about our wealth API? Check out our developer’s site. Interested in more use cases and how you can use our API to drive better sales and marketing strategies? Check out our new eBook – 5 Benefits of Real-Time Wealth Insights through an API.