WE Have a Batch API. And You Should Care.

Batch-API-Blog.png

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!

WE at Dreamforce

Dreaforce-Blog.png

Our team returned from another successful Dreamforce last week – and what a week it was!

Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,000 attendees from many of the verticals that we serve. It’s important for us to attend to engage not only with the great people at Salesforce, but also with many of our customers and prospects about our products and services.

We called the Westin St. Francis home for this year’s conference. The Westin housed the nonprofit community and the Salesforce.org sessions. We arrived on Monday and took our place in the Salesforce.org Lodge next to some of our amazing friends and partners in the nonprofit space, such as Cloud For Good, Idealist Consulting, and Classy to name a few. After setting up our booth space and getting the Money Ball ready (more on that later), we were ready for the week to begin.

The conference officially kicked off on Tuesday. It was a day filled with great meetings and talking with customers and prospects at the booth. We also unveiled the aforementioned Money Ball. As you probably know from reading this blog, we believe in helping our customers make better decisions by giving them more information about the wealth of their prospects. We gave customers and prospects the chance to increase their own wealth by pulling bills from our Money Ball. Many fished out $1 bills but some lucky individuals pulled out $5’s, $10’s, $20’s, and even a $50 bill. After rave reviews, we’re excited to keep the Money Ball going at future events.

Tuesday evening was packed with some fun-filled activities. We were graciously hosted by Salesforce in a special event honoring customers of 10+ years. In addition to having a featured product in the App Exchanges, we are also loyal Salesforce customers and have been for many years. The event was hosted at a speakeasy on Market Street and was a great way to start the night. After that party, we closed the evening co-hosting a casino-night party with our partners at Silverline CRM in an effort to engage with our financial customers and prospects.

Wednesday started bright and early – we cohosted a breakfast for the Nonprofit industry with our friends at Appirio. We were able to attend some sessions throughout the day, which were great. This was highlighted by the main event of the conference. In the afternoon, we were lucky enough to get great seats for Marc Benioff’s keynote, where he discussed the trends in the industry and the outstanding direction for Salesforce’s future. Marc’s vision was inspiring, and we’re happy to be a part of it as a customer and partner.

The rest of the day was somewhat normal…if you consider going to see U2 a daily occurrence. They rocked the conference with an amazing show. 

Thursday was a day for us to share with the community. We started by co-hosting another breakfast with Appirio, this time focusing on the Retail industry. After the breakfast, we rushed back to the Westin at 8 am to cheer on our very own JB Rauch as he competed in Salesforce’s Demo Jam – a fun competition where 6 companies have 3 minutes to demo their solution in front of an audience. While we didn’t win the Demo Jam, we were excited to demo our awesome products to the nonprofit community.

JB didn’t have a very long break. At 4 pm, he was back on stage, this time with our partners at the United Way and Sierra Club. They talked about the power of wealth data and how it can be used to drive better fundraising efforts. We were really excited to hear all the great use cases of WealthEngine at the United Way and Sierra Club – they did a wonderful job engaging with the audience and talking about how they use our platforms.

Within the madness of all of our activities, we also managed to launch a new product – On Demand Screening. On Demand Screening is a solution that integrates your online donation process with the WealthEngine platform to instantly screen your online donors as they interact with your site. We feel that it’s an outstanding solution that can help nonprofits from missing opportunities and to better personalize the donor experience.

On Friday, it was time to wrap up. We closed the booth, checked out of our hotels, and headed to the airport to fly back home and to reality – somewhat dreading all the emails that were waiting for us when we got back into the office. 

It was fun. It was exhilarating. It was exhausting. But overall, it was a success of a week. We were happy to talk to current and future customers about the great ways that WealthEngine can help drive success for them. We can’t wait to do it again next year!

WealthEngine at Dreamforce Recap

blog-dreamforce-recap.png

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 Salesforce and the Salesforce Foundation.
  • Drive broader awareness of our easy integration with Salesforce through our apps available in the Salesforce AppExchange.
  • Spend time with our customers who use Salesforce and WealthEngine together to understand what we’re doing right and where we can make improvements.
  • Build new relationships with key partners that will help us serve our customers in new, valuable and exciting ways.
  • Get market feedback on our product initiatives and the WealthEngine API.

(Pictured from left to right: Rob Hines, Tony Glowacki, Molly Hall, Kellie Kenny and Nick Poltrack.)

Our team worked hard to make this happen and it felt like no matter where you looked, our WEople were everywhere, from the Foundation Zone to the Expo floor.

Check out the highlights in our WealthEngine at Dreamforce Storify:


Must-Attend Sessions at Dreamforce 2015

blog-important-dreamforce-sessions.png

Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every year because we see the value Salesforce brings to the industries we serve. It’s why we’ve decided to partner with Salesforce and invest resources to bring our solution to the AppExchange. We’re also proud of our growing relationship with Salesforce and our inclusion in the Sales Analytics Cloud.

If you aren’t familiar with WealthEngine, we make amazing data incredibly easy to access through Salesforce in two ways: our apps in the Salesforce App Exchange and the Salesforce Analytics Cloud.

Several executives on our leadership team will be at Dreamforce this year and would love to meet you there. You can set a meeting with them or you can plan to connect at one of the sessions during the conference. Here are the must-attend sessions on their radar this year.

Mark Logan, CEO

For nonprofits who have adopted Salesforce and implemented across their teams, Mark recommends this session: Checkpoint: What Does a Nonprofit Look Like One Year After Adopting Salesforce. The natural next step is to work to incorporate wealth scores so fundraising teams can access all of their prospects and up-to-date intelligence around their propensity to give all in one place.

Many wealth managers, from large firms to independent advisors with small teams, leverage WealthEngine to reach their business development goals. For those who are looking to take their business to the next level, Mark suggests attending the session: Supercharge Your Wealth Advisory Teams.

Rob Hines, CRO

Rob recently joined WealthEngine after leading a regional sales team at Salesforce. To really see firsthand the power of how Salesforce and WealthEngine drive large gift amounts, he recommends the session Major Donor Fundraising with Salesforce + WealthEngine, where Marsha Sussman, the Vice President for Fundraising Operations, Analytics and Direct Response for The Jewish Agency for Israel, will share her experience and best practices.

Mike Lees, CMO

Mike knows nonprofits have a lot of apps to choose from and that visiting the app exchange can be overwhelming and exciting at the same time. If you can relate, Mike suggests attending the session AppExchange for Nonprofits: Speed Dating: Hot Apps You’ll Fall in Love With, where you’ll learn about some of the best apps to optimize your fundraising and operations across your team.

John Funge, SVP Product

John is passionate about understanding trends and advances in technology that will shape how and why our customers use data for decision making. That’s why he recommends the session  Vital Trends in Digital/Social Impacting Your Business in 2015 and Beyond.

Also, John plans to attend the Keynote: Precision is the Future of Financial Services, where Salesforce’s GM of Financial Services and Barclays Mortgage’s CEO will share what we can expect to see disrupting the financial services industry and how Salesforce will play a part in this revolution.

If you are attending Dreamforce, we hope to see you there. You can find us at the Foundation Zone and on the Expo floor at booth N2003. If you’d like to set a meeting with someone from our product, marketing or executive teams, you can do that too. Bookmark our WealthEngine Dreamforce microsite for easy reference.

How many charitable young millionaires, age 18-32, live in Austin, Texas? Tell Us and You Could Win an Amazon Echo at DreamForce

blog-millionaires-austin-contest.png

Are you going to Dreamforce?

Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine into Salesforce.

Have you seen WE Prospect yet?

WE Prospect helps you find, understand and contact wealthy prospects. More than what mere list providers give you, it can also help you drill down to find exactly who you’re looking for when it comes to micro-campaigns. And that’s what our weekly contests are all about, giving you the opportunity to try WE Prospect for a very specific audience profile while giving you the opportunity to win one of the most talked about devices.

Speaking of winning…

Want to win an Amazon Echo?

You’ll have three opportunities to win as we count down to Dreamforce. Jennifer in San Francisco won the first week’s contest.  Here’s a screengrab of the attributes selected to come to the correct answer:

WE Prospect Selects

Here’s how it works…every week we’ll provide a very specific audience profile, inspired by our own customers. Your mission? Provide your best guess of how many prospects in our data base fit the specific profile. You can go with your gut instincts or you can use our data-driven marketing tool, WE Prospect,  to drill down.

To enter, submit your best guess for:

How many charitable young millionaires, age 18-32, live in Austin, Texas?

Submitting your entry is easy. Just fill out this form with your answer and the person with the correct answer wins. If there is more than one correct answer, the person first person to submit wins. Winners will be notified via email before Dreamforce and can pick up their prize at our booth.
* Must enter by September 7th

Not going to Dreamforce? Everyone  who enters the contest is also entered to win a drawing for a $1,000 credit toward WE Prospect, whether they’ll be attending Dreamforce or not.

Know How Many Newlywed Millionaire Women You Can Reach in NYC and You Could Win an Amazon Echo at DreamForce

blog-we-prospect-dreamforce-contest.png

Are you going to Dreamforce?

We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone.

Whether you’re new to WealthEngine or you’ve been using our FindWealth platform for years, you probably haven’t fully experienced one of our newest members of the WE family – WE Prospect.

WE Prospect helps you find, understand and contact wealthy prospects and even find those elusive “millionaires next door” that list providers often miss.

Want to win an Amazon Echo?

You’ll have three opportunities to win as we count down to Dreamforce. Every week we’ll provide a very specific audience profile, inspired by our own customers. Your mission? Provide your best guess of how many prospects in our data base fit the specific profile. You can go with your gut instincts or you can use our data-driven marketing tool, WE Prospect to drill down.

To enter, submit your best guess for:

How many New York City Metro area women between the ages of 28-52 with household net worth over $1M are newlyweds?

Submitting your entry is easy. Just fill out this form with your answer and the person with the correct answer wins. If there is more than one correct answer, the person first person to submit wins. Winners will be notified via email before Dreamforce and can pick up their prize at our booth.
* Must enter by September 2nd

Not going to Dreamforce? Everyone who enters the contest is also entered to win a drawing for a $1,000 credit toward WE Prospect, whether they’ll be attending Dreamforce or not.

WealthEngine: Continuing the Momentum

blog-we-momentum.png

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…

Our WealthEngine team of over 150 employees is proud of the momentum we’ve accomplished and we couldn’t have done it without our valued customers, partners and shareholders. Our customers are critical to our success and we strive to provide them with the best solutions to achieve their marketing and fundraising goals.  Through new leadership, enhanced products and solutions, and strategic partner alignment, WE continues to reach new milestones every day.

Don’t take our word for it. Our customers say it better than we can:

“I have been in the nonprofit  community for more than forty years, working with WealthEngine for more than 10 years I have relied on WealthEngine as a critical resource to identify, screen and evaluate prospects for over 8,000 chapters. Through data screening, analytics and modeling, and consulting, WealthEngine has always played an integral role in building targeted fundraising strategies and supporting national events.”

“I’ve watched WE grow over the years and they always seem to astonish me with the things they deliver.  As we move forward, I just might come out of retirement just so I can see what they come up with next/”

Helen Lucas, Senior Researcher
American Red Cross.

We’re not done yet.  Look for more in the coming months! We strive to make 2015 our most momentous year yet as we continue to collaborate with our customers and build our internal teams to respond to our customers’ needs. If you want to learn more details about our latest developments, check out our press release.

Mike Lees’ Week in Review: Data-Driven Marketing Teams, Marketing as Art or Science and July Marketing Events in NY and SF

blog-cmo-mike-lees-weekly-review.png

As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting with your team. Last week, I tweeted what I think is some great advice on building a data-driven marketing team from Business2Community.

As we look at analytics to drive our business decisions as marketers, we need to make sure we don’t forget that marketing still requires creativity. While some may argue that marketing is a science, I think it’s important that we remember it is, in a lot of ways, still an art form. What do you think?

For our friends in San Francisco and New York City, I hope to meet many of you at our #WECMO Series events. Bryan Kramer, CEO at PureMatter and author of the book “Shareology”, and I will be talking about marketing personalization at scale in San Francisco on July 15. Those attending the event will receive a free copy of his book, being released the same week! On July 21,  Bill Evans, Chief Digital Officer at WPP, will join me in a follow-up from our webinar last week and we’ll be talking about data, digital, wealth and predictive prospecting. If you are a marketing leader, make sure you RSVP to our NY WE CMO Series event and our SF WE CMO Series event as soon as possible as space is limited.

Would love if you would join the conversation

Michael Lees is Chief Marketing Officer at WealthEngine. His “Week in Review” is a weekly round-up of conversations, insights and inspiration he’s discovered around the web. Have something you want him to take a look at and weigh in on? Tweet him @michaeljlees and tag #WECMO.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.

Mike Lees’ Week in Review: 10 CMOs to Watch and How the C-Suite Uses Data Insights

blog-cmo-mike-lees-weekly-review.png

It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you.

Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As a CMO myself, I know how important it is to avoid working within a vacuum and to keep a constant read on the pulse of what is going on within our space. Learning from other marketing leaders like these keeps me inspired and it’s why I encourage the people on my own team to seek out and take advantage of professional opportunities.

I was also tweeting about a big webinar I’m hosting tomorrow with WPP Team Chemistry’s Chief Digital Officer, Bill Evans. While we’ll be talking about some pretty heavy stuff – marketing personalization, data intelligence, digital and privacy – I promise we’ll make it fun. Best of all, you get to pick our brains – for free – during the hour of the webinar. Register for “How the C-Suite Uses Data Intelligence for Audience Development”.

Would love if you would join the conversation.

Michael Lees is Chief Marketing Officer at WealthEngine. His “Week in Review” is a weekly round-up of conversations, insights and inspiration he’s discovered around the web. Have something you want him to take a look at and weigh in on? Tweet him @michaeljlees and tag #WECMO.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.

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

blog-cmo-mike-lees-weekly-review.png

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 regular basis. Whether it’s during our weekly meetings with them to hear about new feature releases and what’s coming up on the roadmap, or providing them feedback from listening to the conversations our prospects and clients are having online and offline. With our suite of products and solutions, we help bring marketing technology to customers no matter where they are on the marketing technology spectrum. One customer might be working with our training team to learn how to run a screening for the first time while another might be collaborating with our API team about an integration between their shopping app and our real-time wealth insights. We are also continuously partnering with some of the most well-known CRMs and analytics platforms, too.

What about you and your company? How are you using marketing technology to stay ahead of the competition and grow your business?

Would love if you would join the conversation.

Michael Lees is Chief Marketing Officer at WealthEngine. His “Week in Review” is a weekly round-up of conversations, insights and inspiration he’s discovered around the web. Have something you want him to take a look at and weigh in on? Tweet him @michaeljlees and tag #WECMO.

Want a demo of WealthEngine to see how WE can help you with audience development, marketing personalization and wealth insights? Share your contact information and we’ll be in touch soon.