financial advisor prospecting ideas

Financial services prospecting ideas that go beyond cold calling: Data Models can drive prospecting activities for financial services effectively.

Understanding WE Analyze

WE Analyze helps you gain insight into your audiences and find prospects just like your best. Let’s dig into the details to better understand WE Analyze.

customer segmentation models

Donor Segmentation Fundraising helps tailor your advancement efforts. Learn how to segment donors and use Donor Segmentation Models to increase conversion.

university fundraising

A little known secret to university fundraising is modeling. Learn how your screening data can help you find donors you may have overlooked.

major gift fundraising

Major Gifts Fundraising often has lead times as long as 2-3 years. WealthEngine’s data modeling reduces lead time by finding the best major gift prospects.

grateful patient program

A little known secret to successful grateful patient programs is modeling. It empowers you to screen new patients with extraordinary precision. Here’s how.

wealth models

Wealth models validate instincts by quantifying data. They enable fundraisers and marketers to make data-driven decisions instead of educated guesses.

artificial intelligence & machine learning

Artificial Intelligence and Machine Learning help customers build models to identify their next best prospects through up to date, personalized insights.

customer segmentation models

Customer segmentation models lead to personalized marketing and increased engagement. Read how models and customer segmentation analysis get big results.

donor lifetime value

Donor Lifetime Value estimates what a donor is likely to contribute over their lifetime. Here’s how to calculate that number and predict future donations.

lead generation

Did you know you could be taking advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? WE Analyze helps you can gain deep insights and actionable intelligence on your top customers or donors. These insights …

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Of course they’re all wealthy but what else separates these billionaires from everyone else?  We took a look at the top billionaires in the country to see what their interests are, how many properties they have, who they donate to, and what their …

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Football season is in full swing, and teams are in competition yet again on the road to Minneapolis on February 4th. There’s volumes of data on the players, but what about the fans? We’ve analyzed the 32 towns to see who drives what car, who owns a bus …

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In honor of Valentine’s Day we analyzed the wealthiest bachelors and bachelorettes in the country. Take a look at the infographic below to see where these singles live, what they’re interested in, how charitable they are, how many properties they own, …

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Do you know your customers? No, do you really know your customers? As a luxury provider, you may not know them as well as they know you. You’re used to delivering a personal experience to customers you’ve won over, but the only way to attra …