Wealth Intelligence

Explore how WealthEngine’s Wealth Signal will help prospect researchers & wealth managers make informed decisions on the best prospects to pursue & engage. 

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

Over the past few years, marketing has experienced a shift. As businesses moved into digital channels, and with the emergence of social media platforms, they were given the opportunity to communicate with customers on an individual level. Although pers …

Continue reading “Ethical By Design – Marketing in the Age of Personalization and Privacy”

WealthEngine solutions provide rich wealth and lifestyle insights to help you understand your current donors or customers and prospects better. Our rich data can help you personalize your outreach and improve your sales, marketing, and fundraising effi …

Continue reading “Elegant and Simple: 5 Benefits of Integrating Wealth Data into Your Processes”

As summer comes to a close, the holiday season is fast approaching! What is your brand doing to prepare for the holiday rush? Consumers will be ready to spend. What data are you using to segment your customer base and supercharge your marketing efforts …

Continue reading “6 Ways to Maximize Your Holiday Marketing”

Depending on who you ask, it’s quite possibly one of the best times of the year – the NCAA basketball tournament. In the spirit of the competition we decided to take a look at the wealthy individuals in the city each university in the Final Four is loc …

Continue reading “The Final Four of Wealthy Individuals”

Wealth intelligence allows luxury marketers to truly understand the affluent consumer and their wealth, demographic and lifestyle attributes. This insight is critical, as marketers work to build targeted marketing strategies that reach the most qualifi …

Continue reading “An Analytical Approach to Wealth Intelligence: How Luxury Brands Can Grow Market Share Using Predictive Analytics and Modeling”

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 …

Continue reading “Three Ways to Stimulate your Data Collection”

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights. We’ve put together this infographic …

Continue reading “5 Benefits of Real-time Wealth Insights Through an API – Infographic”

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 …

Continue reading “Why Do Donors Give? Eight Ways to Communicate the Right Messages to Your Donors”

Let’s spend this week diving into a story. Three years into a stalled capital campaign, an arts nonprofit finally engineered bond financing in order to build the facility that the then-executive director and the board were determined to have.  A …

Continue reading ““If We Build It, They Will Come”: The Magical Thinking Syndrome”

Fall and holiday planning is in full swing and customer-centric brands have an opportunity to drastically improve the consumer experience – with wealth data. Wealth data has become the “must have” data point for brands and retailers who know how to max …

Continue reading “Drive 2016 Holiday Strategies with Big Data”

With Valentine’s Day around the corner we analyzed some data on the richest bachelors and bachelorettes in the US. Wondering how we narrowed down these most eligible singles? We pulled a WE Prospect list of unmarried males and females who have a net wo …

Continue reading “America’s Wealthiest Singles – Infographic”

This is a collaborative post written by Jessica Smith at WealthEngine and Jeanette Russell at Attentive.ly. When you think about your top donors, do you have really clear snapshot of what they look like from both a wealth and social perspective? In oth …

Continue reading “Where Wealth Intelligence Meets Social Insights”

Understanding the power and insights around the data WealthEngine uses to create our WealthGraph, consisting of 250 million individuals throughout the Nation, might be complex; however, it’s valuable to our clients. Core to the products WealthEngine bu …

Continue reading “Meet the New WE Search”