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This guide covers why you should use data analytics to guide client interactions and the best strategies to use. It’ll also touch on some tools that automate the process and save you money.

September 21, 2020 4 min read
Data Strategy

Formulate a distinctive and successful business strategy that actually leverages data and gives you the growth you are seeking.

September 18, 2020 5 min read
identity resolution

What is identity resolution? How does it affect your organization? See how WealthEngine uses entity resolution to provide best-in-class wealth intelligence.

September 11, 2019 5 min read
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Gearing up for the end-of-year campaigns? Let’s talk about your list. As the fall season kicks into high gear, most nonprofits are also gearing up for the best time to reach out to donors for those holiday and year-end campaigns. On average, most nonpr …

October 3, 2017 2 min read
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Annual funds are as different and varied as the organizations that run them. From the large-scale direct marketing solicitation of tens of thousands of prospects to the targeted email blast to a few hundred regular donors, annual giving remains the bac …

March 21, 2017 < 1 min read
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Everyone struggles to keep their donor database up to date. Databases become disorganized for a multitude of reasons – time constraints, lack of understanding, inconsistent data entry, staff turnover; the list goes on and on.  Whatever your reason …

March 7, 2017 2 min read
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Fund development programs span a wide range of activities and competencies. As advances in areas such as technology, data analytics, business intelligence, and market research continue to drive increasing sophistication in the fundraising sphere, it be …

November 28, 2016 3 min read
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Data is only your most important asset (after people, of course!) if it’s clean, consistent, accurate and complete.  If data is not maintained to these standards, any reporting or analytics done on top of it will be less than reliable.  We offer …

September 26, 2016 2 min read

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