Explore the New World of Engagement Science™

Using breakthrough technology, the WealthEngine 9 (WE9) platform consumes trillions of points of data to create more than 250 million pre-scored profiles complete with scoring and insight into prospect propensity, capacity, and intent. We call this Engagement Science™.

Only WealthEngine 9 gives you the power to:

Discover Insights Faster than Ever

Search, tag, filter and favorite people as a way of keeping track of and prioritizing ideal donors and buyers. Through seamless access to more than 180 million US-based households and 250 million adults each with thousands of enriched attributes, discover the potential of ideal donors and buyers.

Profile Summary

Prioritize Top Targets

Once ideal targets are identified, WE9 can uncover the next best donors and buyers, with automated models to find new prospects who share similar wealth and lifestyle signals. Take control of multi-channel campaigns, predict who is most likely to engage next and prioritize resources accordingly.

My Profiles View

Look-a-like Model

Segment with Precision

Get granular with target audiences by digging deep into relevant wealth and crucial lifestyle signals that provide insight into what motivates prospects to engage. By proactively nurturing prospects and existing donors and customers, insights are activated through personalized campaigns.

Dashboard View

Activate Your Audience

WE9 insights go beyond wealth with more than 1800 wealth and lifestyle signals to reveal what motivates ideal prospects to take action, or existing donors to give more. By knowing what moves them, campaigns can be personalized in order to drive lasting, measurable engagement.

The WE9 Platform

All new, cloud-native architecture consumes trillions of points of data to create more than 250 million pre-scored profiles giving you the ability to model, analyze, engage and take action with your next best prospect.

Search

Easily search for profiles by searching nationwide or by specific parameters. Refined results now make it easy to find more complete profiles. Our new Internet search allows you to search social sites such as Facebook and LinkedIn with one-click.

Screen

Streamlined screening with easier uploading of lists. The new “My Profiles” scales to millions of profiles so now you can manage your entire client or donor base in a single, consolidated view.

Model

From within the My Profiles view, you can now create look-a-like models on particular segments simply by applying filters. Create look-alikes or other models to determine your next best prospect.

Score

Not only can you get scoring within our pre-compiled profiles, but you can also score using models that you create. With our new Propensity to Spend (P2S) Score you can score against more than 20 expense categories such as jewelry and travel.

Segment

Prospecting and digging deep into relevant wealth and lifestyle signals is even easier than ever with the ability to use filters in 10 different categories. You can filter by tags, location, donation history, scores and more.

Target

Run multi-channel campaigns using segmented audiences you create and turn insights into action. With integration into any one of our campaign partners, audience engagement is a snap.

Integrations

Prospect API

Easily accessible through an API, WE9 enables real-time, secure wealth screening within any customer relationship or donor management systems of record.

Data Stream

WE9 ingests trillions of data points from a myriad of publicly available sources to create our scored profiles of more than 180 million US-based households and 250 million adults each with thousands of enriched attributes. Configure alerts and notifications on segments and profiles that you can follow right on your dashboard.

Customer Care

Whether you prefer reaching us by chat, email or phone, WealthEngine’s team is standing by and ready to help.

Professional Services

Our experienced team ensures you can turn wealth intelligence into a competitive advantage by assisting in deploying processes and strategies to maximize WealthEngine.

Training

With WE Learn, training is available 24/7 online, plus we offer 1:1 live training to ensure you and your team are getting the most out of WealthEngine.