Integrations

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

WE Salesforce Connector is a convenient link between Salesforce and WealthEngine’s powerful data on wealth, lifestyle, interests and affinities.

WealthEngine has you covered. With over 35 integrations and counting, WE makes it easy to add wealth intelligence to your business processes. WE is integrated with leading providers like Salesforce and Ellucian, and is compatible with Blackbaud’s Raise …

Continue reading “WealthEngine Integrated into Your CRM”

When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on th …

Continue reading “Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement”

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”

There are two ways to build a stronger fundraising program: understanding your donors better and identifying new prospects. Integrating wealth data into your donor management system (DMS) or customer relationship management (CRM) system can help you ac …

Continue reading “Four Clear Benefits of Data Integration”