Meet the New WE Search

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 builds is our WealthGraph, comprised of: multiple data points, wealth analytics and social connections on individuals. This is what makes our platform unique.

WE Prospect, driven by the WealthGraph, enables users to build and construct custom queries of multiple attributes containing geographic, wealth, and interest data. Users are able to drill down and create a specific list based on their own defined parameters allowing greater precision.

Bottom line…It’s the full package.

We realize our customers want this same ability to target specific searches on individuals they know. Similar to finding and targeting a list of new individuals, our users need a more robust way to search within our platform.

This is what inspired us to provide a nationwide search empowering our users to uncover more, ascertain more, and most importantly, improve their experience.

So, that’s just what we did.

We took the power of WE Prospect and added it to Search.

What does this mean?

Users can now query based on:

  • Nationwide search – It’s no longer necessary to enter a city and/or state.
  • Additional geographic filters – Including radius and metropolitan area search.
  • Last name search – Ability to search just based on last name without a first name.

The part that makes our revised Search so powerful is the updates we’ve made to the backend technology enabling a user to conduct a nationwide query by last name in an average of a few seconds. It’s the same technology that powers WE Prospect allowing a user to get a list of California Democrats with a Net Worth of over $1 Million and an interest in skiing.

We’ve gone a step further to improve workflows for our customers, making it easier for them to find the correct profile and access the detailed data more quickly with:

  • Improved search results ordering – To bubble the best results to the top
  • One-click access to Research Details – Directly from search results

We’re excited about these enhancements to Search. Take a spin through our latest improvements to Search, we’d love to hear your feedback.

New to WealthEngine and want to see our new Search in action? Request a Demo.

 

 

As Director, Product Management, Elizabeth Schiffmann is responsible for working closely with our product development team while managing a portfolio of WealthEngine’s key products. With Elizabeth’s prior experience as Director of Customer Care at WealthEngine she understands our client’s needs and cares about the success of our clients. She brings experience from multiple roles within fundraising, customer support, marketing and product. This experience combined with her understanding of WE’s products enables her to help guide product and development decisions. And her work with Children’s National Health System and as a board member for Montgomery County Partners for Animal Well-Being (MCPAW) means that Elizabeth has a genuine understanding of the needs of non-profits. She’s a team player, but when she’s not working with the product development team on product improvements and requirements, Elizabeth enjoys challenging opponents on the tennis court with a wicked forehand.

 

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