ways to prospect

Discover how different ways of prospecting can help you enhance your outreach and create a loyal base of donors and customers for the future.

March 26, 2020 3 min read
recruit diverse board members

Boards are moving to recruit diverse board members to maximize their effectiveness by amplifying marginalized voices and creating space for different perspectives. Discover how WealthEngine can help you diversify your board.

February 7, 2020 5 min read
wealth signal

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

November 22, 2019 4 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

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 …

October 29, 2018 3 min read
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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 …

October 10, 2017 < 1 min read
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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 …

March 27, 2017 < 1 min read
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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 …

February 7, 2017 < 1 min read
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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 …

December 8, 2016 2 min read
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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 …

October 20, 2016 < 1 min read
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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 …

October 17, 2016 2 min read
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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 …

October 7, 2016 3 min read
data strategy best practices

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 …

September 16, 2016 < 1 min read
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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 …

February 10, 2016 < 1 min read
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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 …

December 8, 2015 8 min read

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