Posted on by WealthEngine

Close 2019 Strong! WealthEngine 9.1 is Live with Refreshed Data

Close 2019 Strong! WealthEngine 9.1 is Live with Refreshed Data

November 25, 2019
WealthEngine

WealthEngine Release Notes
We’ve got a Thanksgiving treat for you to help you reach your #GivingTuesday and end-of-year goals. WealthEngine 9.1 is live and includes updated data and more to help you close 2019 and start 2020 strong!

Update Your Records for Higher Accuracy

Outdated emails and phone numbers cost you time and money. Update your data now so you spend your precious time connecting with people instead of hunting for contact information. WealthEngine 9.1 includes:

    • 240 million updated emails
    • 140 million updated personal phone numbers
    • 167 million charitable donation records with confidence scores on match
    • 500,000 new donation records added monthly
    • Stock holdings for nearly 350,000 insiders
    • Many more updates coming soon!

Know Your Donor or Customer Instantly

Our new WealthSignalTM graphic shows you important information in a snap. Use it to help qualify the prospects that are your best bets. See their connections to find inroads that can lead to a warm introduction. It’s fast, easy and empowers you to make informed decisions quickly.

Drive Productivity with Actionable Intelligence

When you login, you’ll see a new dashboard with your recently visited profiles, tips, best practices, and the latest product announcements to help you drive your mission forward.

wealthengine dashboard 9.1

WealthEngine’s Integrations Change December 7

CRM/DMS Integrations

On December 7, 2019, any integrations that you are using to pull WealthEngine data directly into your CRM/DMS will automatically be directed to our new 9.1 platform.

Grateful Patient Program Clients

Starting December 7, 2019, please login to WealthEngine 9.1 (not 8.2) for your nightly screening results.

Not Using Integrations Yet? Get Started – You’ll Save So Much Time!

If you are using a CRM/DMS but haven’t yet integrated WealthEngine into it, please contact us. We’ll help you get set up so you see WealthEngine’s insights as part of your workflow.

Questions? We’ve Got Your Back!

We’ve updated our online knowledge base to help you find answers to your questions quickly. We have an updated library of documents, guides and videos that walk you through the improvements in WE 9.1 and drive more revenue to your organization using WealthEngine. Bookmark this page for quick reference.

Visit the knowledge base →

Start Using WealthEngine 9.1 Today

WealthEngine 8.20 will be available until January 3, 2020

Not a client yet? Request a demo →

Login to WE 9.1