Need a warm introduction to a prospective donor? Here’s how to leverage your Inner Circle, your closest contacts, to find out who they can connect you to.
The evolving nature of the data landscape will transform how you find your next best prospect. Read more to learn all about the rise of prospect automation.
Predictive prospecting uses data about the interests, personal property, and other characteristics of your existing clients to find the best new prospects.
Take advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? Find highly engaged prospects with WE Prospect.
We all know the finest prospects are those who align themselves with your mission, have great wealth and donate – the perfect trifecta. However, when shopping for new prospects, how do you know who will meet this criteria? By using mult …
As the end of the year approaches and the giving season ramps up, donors find themselves giving more to their favorite charities. As Giving USA reports, charitable giving continues to rise, in part because of growth in several key economic factors, inc …
With the explosion of using data and analytics in nonprofit environments, it’s no surprise that more effective methods of identifying and segmenting donors and prospects are emerging. With the use of analytics and the appropriate sourcing of rele …
For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen. Prospect Intelligence and Audience Development for Financial Adv …
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… Launched WE Prospect (Self-service …
WealthEngine is excited to partner with Attentive.ly to bring wealth intelligence together with social engagement. Hear from Attentive.ly CEO, Rosalyn Lemieux, on why they decided to join forces with us. How were you first introduced to WealthEngine? …
