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 efficiency.

Here are 5 benefits of integrating our wealth and lifestyle insights into your everyday processes.

  • Help your entire department understand your existing customers or donors better. Wouldn’t it be nice to better understand your audience at a glance with a 360 degree view of their wealth, lifestyle, demographics, and contact information?
  • Maximize the effectiveness of your outreach efforts by targeting the right people with the right products or asks. Our solutions help you segment our those who have the greatest capacity and propensity to spend or give at your company or organization.
  • See deeper insights into what makes your audience tick. This will allow you to personalize your messaging ensuring your communications are resonating with the audience and increasing the effectiveness of your outreach.
  • Leverage reporting and tracking metrics for a more accurate and complete review of your efforts. This will satisfy leadership and help identify a significant increase in ROI.
  • Create wide spread buy-in into the effectiveness of using wealth intelligence to improve your sales, marketing, or fundraising efforts. Our rich data provides what you need to confidently and effectively segment prospects and personalize outreach. This will increase the efficiency of the department and streamline your processes to help you build pipeline and close deals or gifts quicker.

Take advantage of these simple solutions to drive sales or donations in 2018. Why continue doing the same things over and over expecting a different result? Instead, take this opportunity for a fresh start and a renewed approach to fundraising, sales, and marketing success. Contact us today to learn more.


Leave a Reply

Call us at 877.927.8071 to find out more.

Try us on for size and see how WE fit!

Our team is standing by and ready to help.