WealthEngine and You: A Better Experience for Them
WealthEngine is committed to providing the best actionable wealth and lifestyle insights on the market and we want to team with partners like you to deliver even more value to our mutual clients. Our approach is simple, we know our clients have better experiences when they can choose solution and service providers focused on their business goals. We’ve joined forces with everyone from the top-ranked technology providers to the best consultants.
There is no doubt – WealthEngine has a partnership program made just for you.
Through a strategic partnership with your organization, WealthEngine engages with your customer-facing team to provide the training, resources, and enablement they need to present WealthEngine’s solutions and value proposition to their clients & prospects. By introducing us to your clients, they’ll see measurable results in their marketing, sales, and fundraising efforts and you’ll see some extra money on your end.
Our Consultant Partners are able to access the WealthEngine Platform and Services at special, reduced pricing, making it easier to provide their clients with the services they need for their marketing, sales, and fundraising campaigns. Join the industry’s top consultants who have already partnered with WealthEngine to deliver their clients our world-class insights.
Many of our clients manage their customer, donor, and prospect data in one of many different DMS/CRM systems. Through an integration with WealthEngine, your users can get to our world-class data & insights directly into their current workflow. WE work with any technology company looking to provide their customers with a holistic, integrated solution incorporating WealthEngine’s solutions.