giving tuesday vs giving day

Giving Tuesday vs Giving Day: does one serve your organization’s needs better than the other? Let’s explore the factors you should account for when deciding which day to participate in to boost your efforts.

nonprofit giving day

8 Reasons to Hold A Nonprofit Giving Day

February 14, 2020
Nandini Singh

Setting up a giving day for your nonprofit is a great way to raise awareness for your cause & collect gifts. Discover the 8 reasons why you should set one up and how you can leverage wealth insights to boost your fundraising.

WealthEngine Valentine's Day 2020

Happy Valentine’s Day from WealthEngine! Check out how you can leverage our platform to uncover wealth insights on singles across the nation.

recruit diverse board members

Boards are moving to recruit diverse board members to maximize their effectiveness by amplifying marginalized voices and creating space for different perspectives. Discover how WealthEngine can help you diversify your board.

luxury brand marketing strategy

A successful luxury brand marketing strategy hones in on hyper-personalizing communication with consumers. Let’s explore what you can do to improve your strategy.

prospect research

Prospect research helps you produce a strong pipeline of qualified prospects, and gives you a better impression of donor behavior. Read to learn more.

major donor cultivation

How can you replicate past donor success to secure more gifts now and in the future? Let’s explore how and why modeling is critical to successful major donor cultivation and fundraising. 

The company prepares for rapid growth in 2020 and releases the next version of its flagship machine learning-based prospect intelligence platform – WE9.2.   January 21, 2020 – Bethesda, MD – WealthEngine, the leading machine learning-based prospect int …

wall street bonus schedule 2019

The 2019 Wall Street bonus schedule is a major opportunity for nonprofits to boost their fundraising. Let’s explore the impact of these bonuses will have on your organization, your donors, and how you’ll benefit from them.

wall street bonus schedule

Wall Street bonuses are scheduled in the first quarter of the year to celebrate market growth. Let’s explore the impacts of these bonuses on the luxury market and how they can benefit your business. 

what is an annual giving campaign

How best do you structure your fundraising efforts to meet your annual giving goal? Let’s explore the 8 phases involved in an annual giving campaign.

trends in millennial spending

As millennials gain greater economic power, businesses must understand their distinct spending habits. Let’s explore the top 9 areas where millennials will spend their money.

7 Tips for Building Stronger Major Donor Relationships

Before a donor makes a gift, you need to be proactive in retaining their attention. Follow these 7 best practices, provided by MarketSmart, to develop stronger relationships with your donors.

what is an annual gift

An annual gift is a contribution given to support the basic functioning of a cause. Let’s explore the importance and levels of annual giving.

WealthEngine 2019: A Year In Review

December 27, 2019
PV Bóccasam

2019 was a year of expansion and growth. Thanks to our team, customers, associates, and partners, we’re ready to continue leveling up. Let’s look take a look back at some of our highlights and how we’ll be breaking new ground in 2020.

planned giving marketing plan

Cultivated donor relationships are at the core of planned giving. Let’s explore the 4 key steps you should implement in your planned giving marketing plan.

nonprofit trends

5 Nonprofit Trends Influenced by Technology

December 11, 2019
Nandini Singh

Predictive analytics are providing nonprofits with the tools to enhance their donor engagement. Check out the 5 nonprofit trends being influenced by tech as we move into 2020.

major donor fundraising

Major donors are the cornerstone of philanthropic giving. Check out the top 5 strategies you can implement to boost your major donor fundraising.

In the last major update made to WealthEngine9 (WE9) two weeks ago (9.1 release), we introduced new tools on our platform such as WealthSignal™, designed to enable prospect researchers and wealth managers to speed up their decisions on their best prosp …

Learning about your auction attendees is essential if you want to put on a successful event. Explore what you should know about your guests using this guide!

AI for Retail

Does AI sound like it’s all hype? For the retail sector, it turns out that AI can have many applications. Similarly, it can help you integrate processes across the value chain. Why AI for Retail? 84% of customers say that experience is as important as …

financial services planning and budgeting

If you haven’t started your financial services planning and budgeting, here are 5 best practice tips to guide you and get you ready for the next year.

planned giving tools

Learn how planned giving tools like wealth screenings & modeling can enhance your understanding of your donors, and help deepen your engagement strategy.

financial advisor marketing ideas

A good financial advisor marketing plan must match overall business goals. Read more for financial advisor marketing ideas that get closer to these goals.

everyday giving

Why Everyday Should Be A #GivingTuesday

November 27, 2019
PV Bóccasam

The Power of #EverydayGiving! As we approach #GivingTuesday this year, I’m reminded of how our primal instincts are awakened on days like Black Friday, Singles Day, Cyber Monday, and Prime Day, among others.  Why do brands take advantage of this phenom …

wealthengine dashboard 9.1

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 Outdat …

With this new release, WealthEngine strengthens its industry leadership position by introducing WealthSignal™ among other new capabilities, and fresh data driving prospecting effectiveness, and conversion rates for 3000+ clients. BETHESDA, MD – Novembe …

planned giving definition

Planned giving is a donor’s intention to contribute a major gift beyond their lifetime. Read more to learn the 3 main ways donors contribute planned gifts.

wealth signal

Explore how WealthEngine’s Wealth Signal will help prospect researchers & wealth managers make informed decisions on the best prospects to pursue & engage. 

retail banking customer segmentation

Challenges in retail banking are numerous. Here is how data, analytics and refined retail banking customer segmentation can help you overcome them.

New York, New York — November 19, 2019 — Leading ticketing, fundraising, and marketing solution for the arts, PatronManager, a Patron Technology product, announced today their renewed partnership with WealthEngine, an industry leader in prospect intell …

state of charitable giving

Overtime, charitable giving seems to be declining nationally. Let’s explore the 3 key trends that are influencing the state of charitable giving in the U.S.

dc central kitchen

DC Central Kitchen CEO Mike Curtin states the key to effective donor engagement is standing up for your principles. Check out the 3 key qualities involved in forging donor connections that last.

giving tuesday plan

Want to boost your fundraising and engage your donors come giving day? Follow these 5 tips to enhance your Giving Tuesday plan.

When you know other factors that are influencing a prospect’s life, you can find money in motion. WealthEngine can provide these insights to you.

WealthEngine’s new Millennial Millionaire Report, created jointly with Coldwell Banker, has been in the news a lot, including national TV and major publications: CBS This Morning: Millenniaires Forbes (Editor’s Pick):  Millennials Will Become Richest G …

high net worth donors

High net worth donors want to make purposeful, actionable, and informed philanthropic decisions. Here are the 6 major questions they’ll ask before they do.

data strategy best practices

Your organization has lots of data. But, are you getting value out of it? Learn how to drive value & personalization through data strategy best practices.

nonprofit storytelling

Impactful nonprofit storytelling can galvanize donors into giving and help organizations forge deep connections with prospects. Read more to learn how.

delivering innovation

Organizations to innovate in order to personalize. Delivering innovation means meeting customer expectations by balancing technology with the human touch.

impact of social values on business

We’re moving into a 5th Industrial Revolution. One focusing on the impact of social values on business. Let’s explore 3 major areas in business that are changing as a result.

retail marketing

Personalization is a key strategy in retail marketing as consumers become more diverse. Learn how businesses can achieve this while maintaining scalability.

Donor Advised Funds

Donor-Advised Funds are growing exponentially. They can be a great way to facilitate funding from existing donors. Learn more with our best practices guide.

Personalized engagement can be powerful for ROI. Learn how to drive up connversions, hear what industry experts had to say at WE Prosper Summit 2019.

BETHESDA, MD, October 2, 2019— WealthEngine held its second annual WE Prosper Summit at The Newseum in Washington D.C. on Tuesday, October 1, 2019. The WE Prosper Summit is a gathering of thought leaders from global causes and international brands. Par …

giving tuesday ideas

Here’s your gameplan for the biggest nonprofit day this year: Use our top 5 Giving Tuesday ideas & Giving Tuesday checklist to ensure success.

identity resolution

What is identity resolution? How does it affect your organization? See how WealthEngine uses entity resolution to provide best-in-class wealth intelligence.

black friday marketing campaign

Can luxury retailers take advantage of Black Friday without diluting their brand? Read more to plan your Black Friday marketing campaign for 2019.

financial advisor prospecting ideas

Financial services prospecting ideas that go beyond cold calling: Data Models can drive prospecting activities for financial services effectively.

How to market a financial services company

Marketing a financial services business means gaining customer trust. Here’s what CEOs & execs need to know about how to market a financial services company

capital campaign thank you letter

Expressing gratitude allows you to cultivate and nurture donor relationships. Explore the 4 elements you should involve in your capital campaign thank you letters.

financial services issues

Integrating tech-centered business models in FinServ is now a necessity. Let’s explore the top 5 financial services issues & how to navigate through them.

marketing strategy for luxury real estate

Luxury real estate market trends are changing as HNWI needs become differentiated. Use these trends to build your marketing strategy for luxury real estate.

grateful patient philanthropy

The core of grateful patient philanthropy is wealth screening. Explore what to do before you screen, and how to identify which patients are likely to give.

The leader in prospect intelligence solutions goes live with the release of its latest secure-and-compliant cloud solution for over 3500 clients.  BETHESDA, MD – August 5, 2019 – Today, WealthEngine released their highly anticipated predictive prospect …

wealth indicators

Do all wealthy individuals spend and give the same way? Check out our universal wealth indicators so you can easily identify your next best prospect.

nonprofit fundraising ideas

With digital fundraising gaining popularity, the nonprofit landscape is evolving rapidly. Here are 14 nonprofit fundraising ideas to boost your cause!

Understanding WE Analyze

WE Analyze helps you gain insight into your audiences and find prospects just like your best. Let’s dig into the details to better understand WE Analyze.

customer segmentation models

Donor Segmentation Fundraising helps tailor your advancement efforts. Learn how to segment donors and use Donor Segmentation Models to increase conversion.

Sample RFP

Want to find a wealth data analytics provider? We have the sample RFP evaluation criteria you need. Use our RFP template to find your ideal vendor.

API integration

API integration can add convenience and immediacy to your wealth screening and prospecting. Learn about maximizing your CRM and gaining real-time insights.

reading a wealthengine profile

When reading a WealthEngine profile, it’s important to sift through relevant data that will inform your interactions with customers and prospects.

Hospital Fundraising

Donors and Prospects cannot be treated the same. Diversify your strategy to propel your hospital fundraising to new heights. See how custom models can help.

chief development officer

If you’re in nonprofit leadership, you know fundraising is changing in a big way. Chief Development Officers need to upskill themselves ASAP to stay ahead.

donor pyramid

Are you starting a capital campaign? If so, missing this step could cost your campaign. Success begins with building a donor pyramid or fundraising pyramid.

fall donation drive

Wealth screenings are the key to a successful fall donation drive. Let’s explore 5 tasks you can implement to make your fundraiser a success.

donor fatigue

Ever wondered if Donor Fatigue is real? Yes, in fact, it can be a major obstruction to building long-term relationships. Learn what it is & how to avoid it.

engaging alumni

If your newly minted alumni donate even a small amount in the next 10 years, they will likely become lifetime donors. Use these 7 steps for engaging alumni.

direct to consumer

Direct to consumer marketing is transforming how brands interact with their consumers. Here’s how to create a successful strategy that drives more sales.

Join WealthEngine at the Salesforce Connections Conference to learn how you can increase sales, improve LTV, and use wealth insights to forge connections.

Entirely new, cloud-native architecture fueled by Engagement Science™ will change how organizations personalize campaigns and nurture prospects. BETHESDA, MD – June 4, 2019 – Today WealthEngine announced the launch of the industry’s first predictive pr …

WealthEngine

A comparitive analysis of data and platform along with client testimonies reveal why clients switch back to WealthEngine from Blackbaud.

With the Great Transfer of Wealth upon them, millennials are beginning to approach their wealth differently. Discover how in the 2019 Millennial Wealth Report.

Who needs donor research tools?

May 29, 2019
WealthEngine

Forging lasting connections with donors is a cornerstone of working in Development. The best way cultivate strong relationships with them? Understanding more about your donors’ interests and giving history. By leveraging the use of donor research tools …

BETHESDA, MD, May 29, 2019 — Today, WealthEngine’s Research Lab published its inaugural Millennial Wealth Report revealing that this largest and most diverse generation will inherit $68 trillion in “the Great Wealth Transfer.” The 2019 Millennial Wealt …

Day of Giving

University Days of Giving are a great platform to attract new and repeat donors. Learn more about identifying major gift potential among these donors.

Salesforce Connector

WE Salesforce Connector is a convenient link between Salesforce and WealthEngine’s powerful data on wealth, lifestyle, interests and affinities.

email marketing best practices

Ever wonder why your email marketing campaigns see low click-through rates or CTORs? Use our best-practice tips to refine your email marketing strategy.

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When you hear the phrase “social network,” your first thought might be seeing another “Which character in Game of Thrones are you?” personality test that another friend has shared on Facebook. Add the word “professional” in front of “social network” an …

university fundraising

A little known secret to university fundraising is modeling. Learn how your screening data can help you find donors you may have overlooked.

Using a custom data model created by WealthEngine, the organization was able to efficiently move high net-worth prospects along on the donor journey model.

WealthEngine’s client is a top global, luxury car maker. The company realized that they had to move away from one-to-many communications to a one-to-one approach. Their research had shown that 59% of luxury consumers agreed that personalization is key …

The university found that Major Gifts were a challenge. WealthEngine’s Client Engagement Manager suggested that they use wealth modeling as a solution.

major gift fundraising

Major Gifts Fundraising often has lead times as long as 2-3 years. WealthEngine’s data modeling reduces lead time by finding the best major gift prospects.

Last week, Salesforce (NYSE: CRM), the global leader in customer relationship management, announced that it would merge with its independent nonprofit social enterprise, Salesforce.org, to further scale its philanthropic efforts. By integrating Salesfo …

Today, WeathEngine celebrates Earth Day by holding high one of our customers who is nourishing our planet and building passionate engagement. Nourishing the earth starts with cultivating community. At the Pennsylvania Horticultural Society, they believ …

luxury hospitality industry

Customer loyalty means everything in the luxury hospitality industry. See what it takes to drive engagement and set a luxury brand apart in this industry.

BETHESDA, MD, April 16, 2019— WealthEngine announced it closed the first quarter of 2019 ahead of expectations in revenue, up-sell to existing customers and acquisition of new clients across all of its core segments. Buoyed by the success, WealthEngine …

grateful patient program

A little known secret to successful grateful patient programs is modeling. It empowers you to screen new patients with extraordinary precision. Here’s how.

Get ready college ball fans: March Madness is coming to an end, and we’re down to the final four! To celebrate the final few games, and the final few teams, we decided to use our wealth and lifestyle insights to find the wealthiest basketball fans in e …

share of wallet

Whether you’re marketing for a brand or cause, wealth insights and an understanding of share of wallet can help you sharpen your prospecting and outreach.

inner circle

Need a warm introduction to a prospective donor? Here’s how to leverage your Inner Circle, your closest contacts, to find out who they can connect you to.

The millennial population is changing nonprofit & commercial spaces. So, what influences millennials? And how do their values influence millionaires?

The competitive landscape for the luxury hospitality industry is changing rapidly.  Companies are merging, startups are disrupting the market and consumer preferences are evolving. It is important now more than ever for luxury hospitality brands to dri …

data mining for customer segmentation

Customer segmentation data mining is a data-validated method to refine targeting. Marketers benefit from segmentation powered by data mining.

Chief Development Officer

The 2019 U.S. Millionaire Report touched on themes highlighting the ways consumer demographics are changing nonprofit and commercial spaces. The biggest indicator? Diversity in the millionaire population. With a growing population of 30 million individ …

BETHESDA, MD, March 4, 2019 /CNW/ – WealthEngine (WE), the leading provider of predictive marketing, analytics and audience development services, announced it has entered into a credit financing agreement for $6.5 million in growth capital from CIBC In …

The best way of marketing to millionaires? Personalizing your outreach. Read more to learn how, and download your copy of the 2019 U.S. Millionaire Report.

The leader in fueling wealth-aware campaigns makes a major leap forward into data-driven digital activation of audiences Bethesda, MD: WealthEngine today announced during Liveramp’s RAMPUP 2019, that it has rounded out their executive leadership team a …

wealth models

Wealth models validate instincts by quantifying data. They enable fundraisers and marketers to make data-driven decisions instead of educated guesses.

With WealthEngine’s Hidden Donor Calculator, discover donors, hidden away in your database, who have major gift and annual giving potential.

artificial intelligence & machine learning

Artificial Intelligence and Machine Learning help customers build models to identify their next best prospects through up to date, personalized insights.

customer segmentation models

Customer segmentation models lead to personalized marketing and increased engagement. Read how models and customer segmentation analysis get big results.

Rich in Love: Finding Wealthy Singles

February 13, 2019
WealthEngine

They’re single and ready to mingle! Introducing our breakdown of the United State’s most eligible, wealthy singles. Learn all about their interests, where they live, what they do, and much more. With WealthEngine’s wealth and lifestyle insights, you ca …

emerging financial services trends

The need for personalized wealth management is growing. But, how best can you engage your clients? Check out the top four emerging financial services trends.

grateful patient program checklist

Successful grateful patient programs prioritize gratitude and physician relationships. Check out our grateful patient program checklist to learn more.

concierge marketing strategy

Developing a concierge marketing strategy for your brand can help you identify and appeal to each consumer’s mindset, interests, and passions.

WealthEngine, as the leader in wealth intelligence in the United States, specializes in helping you identify, understand, and connect with wealthy individuals. Our WealthEngine Research Lab has updated our now highly anticipated 2019 U.S. Millionaire R …

Prospect Research Best Practices

Prospect research best practice recommendations combined with tailored solutions to help nurture both donors and prospects.

donor lifetime value

Donor Lifetime Value estimates what a donor is likely to contribute over their lifetime. Here’s how to calculate that number and predict future donations.

Learn how to refine your financial services marketing to get effective results. Leverage digital channels & data to create deep connections with clients.

fundraising strategy

A successful fundraising strategy for your nonprofit relies on 3 things: sequential solicitation, focused communication, and donor motivations. Read more.

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The evolution of big data, and fundraising data analytics, is transforming the way we market to donors and prospects. Read to learn more.

precision marketing

High precision marketing is no longer an advantage, it’s a necessity. Learn more about how you can leverage wealth data to better understand your consumers.

prospect automation

The evolving nature of the data landscape will transform how you find your next best prospect. Read more to learn all about the rise of prospect automation.

fundraising campaign ideas

You’ve started your capital campaign, but you notice your efforts are faltering. Now what? Here are some fundraising campaign ideas to revamp your efforts.

Inheriting a fundraising campaign involves great attention to detail. Here are 4 essential questions to ask yourself when you refine your campaign approach.

Successful grateful patient programs can generate a 20x return on investment within 3 years. Follow these 4 steps to set up program for your organization.

#givingtuesday

#GivingTuesday isn’t just a time for fundraising, it’s a time to collect data. Read more to find out the steps you can take to put your plan into action.

Happy Thanksgiving from WealthEngine

November 21, 2018
WealthEngine

donor research profile template

Use this donor research profile template to capture the most important giving capacity and propensity indicators during your donor prospect research.

what is a capital campaign

A capital campaign is a rigorous attempt made by a nonprofit, to raise major gifts for a specific goal. Read more to learn all about capital campaigns.

Use these ten capital campaign feasibility study questions to help you make your campaign goals realistic and achievable.

wealth screening

Wealth screening applies wealth data to a list of contacts to understand their giving and spending capacity and propensity. Result: find the best prospects.

Predictive prospecting uses data about the interests, personal property, and other characteristics of your existing clients to find the best new prospects.

By Craig Hogan The luxury real estate market is rich — with opportunity. But the price that today’s luxury agent must pay to play in this segment isn’t just in dollars. It’s in data. The high-net-worth and ultra-high-net-worth markets are more vibrant …

If you are a fundraiser, it’s definitely no surprise to you that the time for year-end fundraising is right around the corner. Even if you are close to hitting annual targets, #GivingTuesday is a huge opportunity to boost your efforts and help you exce …

BETHESDA, MD, November 2, 2018— Today, WealthEngine announced the winners of the inaugural WealthEngine Prosper Awards as the 2018 WE Prosper Summit concluded. The inaugural WE Prosper Summit was an online gathering of thought leaders from global cause …

Single Millennial Know Your Millionaire Report

We put together this millennial millionaire infographic to give you a comprehensive picture of who these single millennial millionaire are, what they own, what they do, and how they live. Unleash the power of WealthEngine on your own customers and pros …

happy halloween from WE

Happy Halloween from WealthEngine

October 31, 2018
WealthEngine

This year, let’s skip the tricks and go straight for the treats. Contact us today to see how we can help you find your next best prospect.

Over the past few years, marketing has experienced a shift. As businesses moved into digital channels, and with the emergence of social media platforms, they were given the opportunity to communicate with customers on an individual level. Although pers …

omnichannel luxury marketing

Omnichannel luxury marketing strategies offer a distinct way to interact with customers. They can enjoy a seamless experience from channel to channel.

luxury brand marketing

Luxury brand marketing is experiencing a paradigm shift. Let’s explore what drives consumer purchases and how to leverage wealth insights to appeal to them.

Everyone is looking for new customers for luxury marketing. What you may not realize is that a great source of new business is your existing customer database. Here’s how you can mine it to lower your customer acquisition cost. Reduce Your Customer Acq …

Luxury lifestyle marketing has changed. No longer can you simply market an image of your brand and how it will make the lifestyle consumer feel. Today’s luxury buyers purchase items that act as an extension of their values and identity. Here’s how to a …

recurring donor

Recurring Donors decrease acquisition costs and make giving more predictable. Read for insights from the 2018 Nonprofit Recurring Giving Benchmark Report.

Are you a fundraiser for a cause or advocacy group that supports human rights, animal rights, or sustainability? Then you know that year-end giving can be crucial to your fundraising success. Over a quarter of nonprofits studied by NonProfit Hub report …

6 Top Trends in Luxury

September 14, 2018
Sharanya Venkatesh

With more brands entering the market at every level of luxury, let’s examine the trends that can help set these purveyors of refinement apart.

Wealth trends are constantly changing. While using a standard luxury product marketing strategy for every consumer may generate sales, by fine-tuning your approach you can get more business from the luxury consumer who becomes a loyal customer. Listen …

wealth data

Data and marketing go hand-in-hand in today’s digital world. With the holiday shopping season coming up, the time for retailers to start their marketing activity is now. Black Friday and Cyber Monday are known for raking in exponential revenues year af …

WE API: Seamless, Scalable, Reliable Integration

September 4, 2018
Sharanya Venkatesh

Did you know you could be taking advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? WealthEngine’s powerful but simple API lets you look up the net worth of almost anyone in the U.S. in real time! W …

p2g

Healthcare fundraising success often relies upon running efficient Grateful Patient Programs. WealthEngine’s P2G score plays a key role in healthcare fundraising. For instance, we talked to a large Midwestern Health System that was already using a diff …

lead generation

Did you know you could be taking advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? WE Analyze helps you can gain deep insights and actionable intelligence on your top customers or donors. These insights …

prospecting

Take advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? Find highly engaged prospects with WE Prospect.

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Finding Purpose

July 23, 2018
PV Bóccasam

Have you seen this story? Someone left the Henry Street Settlement a multimillion dollar donation, in fact the biggest individual donation thus far in New York history! This someone wasn’t some well-known, billionaire philanthropist. In fact, it was a …

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Our marketing intern, Gaia Jinsi shares social media tips and tricks to grow your following and increase engagement on each platform.  Social media has opened up the world in a way never seen before in human history. As its influence, versatility, …

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Nonprofits looking for their next best donor or luxury goods retailers and service providers looking for their next best customer need not only to know their prospects but also to understand what drives them. Personalization is more than the new market …

WealthEngine will leverage 1% of its product to improve communities around the world July 12, 2018  – Bethesda, MD – WealthEngine announced today that it has joined Pledge 1%, a corporate philanthropy movement dedicated to making the community a key st …

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WealthEngine announced last week that it has joined Pledge 1%, a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Spearheaded by Atlassian, Rally, Salesforce and Tides, Pledge 1% empowers companies …

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Last week (Jun 19-21), the Future of Fintech conference in NY was attended by everyone from the largest financial corporations to up and coming Fintech start-ups. Subjects revolving around wealth, cryptocurrencies, emerging markets, investment trends w …

Marketing has long been based on instinct. Today however, with customer tastes becoming more varied and complicated; instinct alone is not enough. Data-driven decision making, segmentation, targeting and positioning have become the norm for corporation …

year end fundraising

We have a list of data-driven best practices to strengthen your year-end fundraising and annual planning for the following year.

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The 2018 U.S. Open

June 11, 2018
WealthEngine

With the U.S. Open teeing off, we used the WealthEngine platform to take a look at wealthy golf fans in the New York area and see what they have in common. In less than a minute, we analyzed this group and put together a complete picture of who these w …

By any measure, the number of Americans that can claim millionaire status is rising, and rising rapidly. No matter how it is measured, whether by total net worth (including homes and other assets) or by financial assets alone, there are many more peopl …

Higher Conversions and Cost-Savings through Data Marketing has long been based on instinct. Today however, with customer tastes becoming more varied and complicated; instinct alone is not enough. Data-driven decision making, segmentation, targeting and …

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International Women’s Day 2018

March 8, 2018
WealthEngine

In honor of International Women’s Day, we took a look at our data to see how far women have come in many different industries. Across the board, women have made huge strides in business ownership, executive roles, and board membership. Our powerful sol …

  WealthEngine’s customers can now benefit from wealth data and analytics delivered directly to Salesforce  February 27, 2018 – Bethesda, MD – WealthEngine today announced it has launched WE Connector for Salesforce on the Salesforce AppExchange, …

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Happy Valentine’s Day from WealthEngine. Who are America’s most eligible bachelors and bachelorettes? How do the young wealthy singles differ from the older ones? Curious how we found and analyzed this list? We started by creating a list in WE Prospect …

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WealthEngine has you covered. With over 35 integrations and counting, WE makes it easy to add wealth intelligence to your business processes. WE is integrated with leading providers like Salesforce and Ellucian, and is compatible with Blackbaud’s Raise …

January 25, 2018 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its partnership with EveryAction. Through this partnership, WealthEngine and EveryAc …

January 24, 2018 – Bethesda, MD – WealthEngine, under the new leadership of Dennis Ainge, has created an executive advisory board. The purpose of the advisory board is to provide strategic guidance to the business as it continues to lead the nonprofit …

January 23, 2018 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, announced that its API is now available in the IBM Cloud. WealthEngine is pleased to have been invited to b …

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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 effi …

January 18, 2018 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its new partnership with Charityproud. Through this relationship, WealthEngine and C …

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Patients and their families have an affinity for your hospital and can be good prospects for fundraising. These grateful patient program tips can help.

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Happy New Year

January 2, 2018
WealthEngine

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Happy Holidays from WealthEngine

December 21, 2017
WealthEngine

Happy Holidays from WealthEngine. WE hope you and your families have a joyous and peaceful holiday season.  

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Giving Tuesday (or your Local Giving Day) has come and gone. While your “heavy lifting” is done and you’ve raised some money, what can you do to leverage these efforts? WealthEngine can help. WE have put together a great resource to help you in the wak …

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Happy Thanksgiving from Our Family to Yours

November 22, 2017
WealthEngine

During this time of year, we believe in stopping to remember what is important in life. We are especially grateful for all of our clients and partners. We hope that you have a lovely Thanksgiving weekend filled with family, friends, and good food. …

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Of course they’re all wealthy but what else separates these billionaires from everyone else? We took a look at the top billionaires in the country to see what their interests are, how many properties they have, who they donate to, and what their demogr …

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Football season is in full swing, and teams are in competition yet again on the road to Minneapolis on February 4th. There’s volumes of data on the players, but what about the fans? We’ve analyzed the 32 towns to see who drives what car, who owns a bus …

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Giving Tuesday. Colorado Gives Day. One Island Giving Day.  Arizona Gives Day. New York Gives Day. Illinois Day of Giving. Giving to the Max Day. All – and there are many more —  are founded with a single goal of bringing awareness to the importance o …

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As summer comes to a close, the holiday season is fast approaching! What is your brand doing to prepare for the holiday rush? Consumers will be ready to spend. What data are you using to segment your customer base and supercharge your marketing efforts …

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Gearing up for the end-of-year campaigns? Let’s talk about your list. As the fall season kicks into high gear, most nonprofits are also gearing up for the best time to reach out to donors for those holiday and year-end campaigns. On average, most nonpr …

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At WealthEngine, we are constantly challenging ourselves to innovate in order to make our products better for you. Over the summer, we’ve been hard at work implementing some great new product features in the WealthEngine Platform. We’re excited to brin …

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As summer draws to an end and we prepare for fall, we are about to enter the season of “-Thons”.  Hosting a fundraising walk-a-thon, bike-a-thon, dance-a-thon, swim-a-thon, read-a-thon or other fundraising –thon can be a great way to build support …

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When conducting research on your prospects it’s important to work efficiently to identify who best to cultivate. If you’re using WealthEngine you more than likely use our Propensity to Give (P2G) score and Estimated Giving Capacity (EGC) to help segmen …

August 28, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its new partnership with Arreva Software, the industry leader in cloud-based Donor Re …

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To set yourself apart from your competitors, it’s important to personalize your marketing through both online and offline channels. WealthEngine provides you with powerful wealth data in real-time, giving you the ability to customize the buying experie …

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WealthEngine’s President and CEO, Mark Logan, recently participated in Conversations with Leaders in Luxury Led by Chris Olshan, CEO of The Luxury Marketing Council. Mark discussed everything from how he got his start in business, to WealthEngine’s pre …

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2017 Summer Newsletter

August 16, 2017
WealthEngine

  Message from the CEO Greetings to all and welcome to the summer WealthEngine Customer Newsletter. It’s been an exciting summer, and we’re eager to share the latest updates at WealthEngine with all of you. We are proud to be the leader in the fun …

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Involving volunteers in nonprofit fundraising can be challenging and at times downright tricky, especially with the recent decline in the volunteer rate. This makes it all the more important to identify the right volunteers and have strategies in …

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What if you could look up wealth information about customers, donors and prospects in real-time for fundraising and marketing in a streamlined and automated way? Sounds difficult, but we promise you it’s not. You really can get this information quickly …

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The statement ‘predictive lead scoring and analytics made easy’ seems counterintuitive. How can lead scoring and analytics be easy? If it was easy wouldn’t everyone be doing it? According to a marketing effectiveness study by The Lenskold and Pedowitz …

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The current retail landscape presents many challenges that can be difficult to manage including decreased customer growth, little transaction growth, growing competition, shifts in spending, and unfavorable demographics. With a rapidly approaching holi …

July 25, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its partnership with Omatic Software and the launch of the ImportOmatic Connector for W …

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Just as it is with a capital campaign, it’s important to track and measure your annual fund progress, allowing you to pivot and adjust as needed. Evaluate the success (or not such a success) using reports that focus on previously agreed upon metrics. …

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Luxury brands face tough competition to capture and retain high net worth customers. They are now facing competition from non-luxury brands, who have been gaining traction, and wallet share, among HNWI and UHNWI. In 2016, Nike was ranked the most valua …

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At WealthEngine we are always looking for ways to make improvements and enhancements that increase ease and productivity for our clients. We recently launched our batch API. To explain why this is a big deal, we spoke with our API Evangelist TJ Stalcup …

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Linda Garrison, CFRE, Senior Consultant, WealthEngine Hot off the press, the newly released Giving USA 2017 draws a line in the philanthropic sand: Of the $390.5 billion given to philanthropy in 2016, nearly 88% of that came from individuals in the for …

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When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on th …

WealthEngine Customers Can Now Personalize Interactions by Providing a 360-Degree View of Prospects and Clients June 20, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services …

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A critical component to an annual fund is your case for support. Are you presenting a clear, intriguing case for support that is likely to result in donations? If not, you’re leaving money on the table, money that could be used to support your mission. …

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Is lead scoring part of your marketing strategy? If not, you are missing out on revenue opportunities. Sixty-eight percent of successful marketers state that lead scoring is most responsible for improving revenue contribution. If you’re a B2C company y …

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This week, we attended the Marketing Analytics Conference, hosted by the DMA. The event was 2 days packed with great thought leadership and real-life examples how organizations are using analytics as the base for successful strategies. It also provided …

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Part three of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. We previously discussed the importance of having a successful data engagement and the value of having the righ …

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Marketing has become increasingly sophisticated over the years. From real-time personalization to dynamic messaging, marketers can do some powerful things to segment their audience and engage with them on a 1-to-1 basis with relevant content. While the …

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Part two of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. In our previous post we discussed how using evidence-based metrics can improve your fundraising efforts. The fir …

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Personalization in email marketing, and the positive ROI that can result, is frequently discussed. It’s been proven that personalized emails result in 6x higher transaction rates. However, personalization should not stop at email marketing. Emails are …

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Message from the CEO Greetings and welcome to the spring installment of the WealthEngine Customer Newsletter. We are proud to be the leaders in providing actionable wealth intelligence to our clients. We believe that it is our responsibility to share o …

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Part one of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. You know that using evidence-based metrics is the key to improving all aspects of your fundraising efforts. You …

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On Wednesday, May 3, our CEO, Mark Logan, joined senior executives and decision makers at the 2nd annual Luxury Roundtable hosted in New York City by Luxury Daily. The goal of the roundtable was to discuss a serious issue facing luxury marketers: how t …

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You know the importance of improving fundraising operations, processes, and results. This includes any investment you’ve made in wealth screening and predictive modeling, since they’re only as good as your implementation after receiving the data.  …

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Millennials are a key consumer segment whose attention is highly valued. An updated approach is needed when marketing to the affluent millennial consumer.

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In times of higher costs and shrinking donor prospects, it’s extremely important to manage your current donor relationships. Your best donors are your current donors. That’s not to say you should let your prospecting go. Instead, it means you need to m …

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In the fundraising world affinity scores are often discussed. And with good reason. We all know that a wealthy constituent is just that – a constituent. When you have a wealthy constituent who is also engaged with, or has an affinity for, your organiza …

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WealthEngine brings premier wealth intelligence to advisors through world-class solutions and partners April 4, 2017 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, continu …

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Collecting Social Data

March 30, 2017
WealthEngine

Social data comes from various outlets.  It’s not just your online presence; it is in-person meetings, networking events, phone calls and even gossip. You capture all of these points in your database, building detailed profiles. With all of t …

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Without a formal business succession plan, you are not only putting your business at risk but also risking your family’s wealth and security. Over the past 10 years, despite political and economic uncertainties, entrepreneurship and business ownership …

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Depending on who you ask, it’s quite possibly one of the best times of the year – the NCAA basketball tournament. In the spirit of the competition we decided to take a look at the wealthy individuals in the city each university in the Final Four is loc …

The Northern Virginia Technology Council is honored to announce the finalists for the 21st annual Greater Washington Technology CFO Awards. The awards ceremony will take place on June 5, 2017 at The Ritz-Carlton, Tysons Corner. These prestigious a …

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Annual funds are as different and varied as the organizations that run them. From the large-scale direct marketing solicitation of tens of thousands of prospects to the targeted email blast to a few hundred regular donors, annual giving remains the bac …

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At the risk of dating myself, we’re going to take a trip down memory lane today. Let’s jump in the way-back machine and look at the business application journey since the 1990s. It’s interesting to see the evolution of business applic …

Joining us for today’s show is Mark Logan, a Chief Executive Officer that every executive from a company with aggressive growth goals should tune in to watch. Today’s topic is developing corporate strategy objectives, and to follow along download our 1 …

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Everyone struggles to keep their donor database up to date. Databases become disorganized for a multitude of reasons – time constraints, lack of understanding, inconsistent data entry, staff turnover; the list goes on and on.  Whatever your reason …

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Part Two: Creating a Culture of Philanthropy In Part One we discussed how training and professional development, along with a comprehensive development plan that has buy-in from key stakeholders, can help alleviate some of the challenges facing the non …

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Part One: Professional Development and the Development Plan Executive Directors and Development Directors are often faced with some significant challenges when it comes to fundraising. While the magnitude of these challenges can vary, they are not insu …

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2017 Winter Newsletter

February 16, 2017
WealthEngine

Message from the CEO Welcome to the Winter edition of our WealthEngine Customer Newsletter. 2017 has gotten off to a fast start. With changes in the business and political landscapes, many organizations find themselves looking for solutions that contin …

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In honor of Valentine’s Day we analyzed the wealthiest bachelors and bachelorettes in the country. Take a look at the infographic below to see where these singles live, what they’re interested in, how charitable they are, how many properties they own, …

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An overwhelming 93 percent of baby boomers do not feel loyal to their favorite brands, according to a new report by ICLP. With emerging generations such as millennials getting a lot of marketers’ attention, baby boomers feel neglected by the retailers …

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A struggling luxury real estate market, especially for metropolitan areas like New York, Miami, Hong Kong and London, continues to impact the global economy. With “asking prices” falling and “days on market” rising, the luxury …

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Wealth intelligence allows luxury marketers to truly understand the affluent consumer and their wealth, demographic and lifestyle attributes. This insight is critical, as marketers work to build targeted marketing strategies that reach the most qualifi …

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Welcome to the final part of our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales. We have covered a lot in our journeys through APIs over the past few months. In the first post, we discus …

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The digital world is growing at an astounding rate, giving companies access to data and content that can be utilized across multiple channels within their engagement and marketing strategies. The connection that allows all of these data transfers to ha …

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At WealthEngine, we know wealth. We also know how important marketing and building relationships are to our clients. The entire WealthEngine team believes you can never stop learning: whether it’s knowing more about your customers and prospects or unde …

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December 29, 2016
WealthEngine

WE at WealthEngine want to wish you bright future in the coming year!

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There are two ways to build a stronger fundraising program: understanding your donors better and identifying new prospects. Integrating wealth data into your donor management system (DMS) or customer relationship management (CRM) system can help you ac …

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We all know the finest prospects are those who align themselves with your mission, have great wealth and donate – the perfect trifecta. However, when shopping for new prospects, how do you know who will meet this criteria?  By using mult …

WealthEngine’s Wealth and Consumer Data Platform Will Enrich Leads to Enable Personalization and Improved Conversions For Marketers December 6, 2016 – Bethesda, MD – WealthEngine (WE), the leading B2C Data and Predictive Intelligence platform opt …

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Welcome back to our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales! Throughout these posts, we are focused on using our real-time API connection. In Part 1, we discussed how to prioritiz …

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This past #GivingTuesday, WE hosted a food drive in our Bethesda Office for DC-based charity Food and Friends. The office teamed up to gather healthy, non-perishable food in order to help Food and Friends fulfill their mission of providing specialized, …

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WealthEngine and the Westfall Group partner to drive positive fundraising ROI by using wealth data in major donor events. November 29, 2016 – Bethesda, MD – WealthEngine, the leading provider of predictive marketing analytics, audience development, and …

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Fund development programs span a wide range of activities and competencies. As advances in areas such as technology, data analytics, business intelligence, and market research continue to drive increasing sophistication in the fundraising sphere, it be …

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Happy Thanksgiving!

November 22, 2016
WealthEngine

WE at WealthEngine are wishing everyone good eats, good times with family and a Happy Thanksgiving!

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It’s hard to believe that #GivingTuesday is just one week away! Entering its fifth year, #GivingTuesday is a social media movement that was begun to remind people of the importance of giving back. Held on the first Tuesday following Thanksgi …

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November 16, 2016 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its new partnership with CharityEngine. This relationship is based upon the shared …

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2016 Fall Newsletter

November 16, 2016
WealthEngine

Message from the CEO Greetings and welcome to the Fall edition of our WealthEngine Customer Newsletter. As 2016 comes to a close, we look to finish another successful year in support for our outstanding customers. We are proud to provide you with the i …

Why an Open Platform Matters

November 9, 2016
WealthEngine

We are excited to partner with Salesforce.org in its launch of the Nonprofit Success Pack (NPSP). As you have undoubtedly read through various blog posts or press releases, this is an exciting advancement in Salesforce’s offerings designed to help nonp …

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Do you know your customers? No, do you really know your customers? As a luxury provider, you may not know them as well as they know you. You’re used to delivering a personal experience to customers you’ve won over, but the only way to attra …

On Demand Screening gives fundraisers and marketers the ability to personalize outreach, qualify leads, and maximize opportunities by providing the wealth of individuals as they interact with an organization’s websites in real-time. November 3, 2 …

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Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discu …

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The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights. We’ve put together this infographic …

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As the end of the year approaches and the giving season ramps up, donors find themselves giving more to their favorite charities. As Giving USA reports, charitable giving continues to rise, in part because of growth in several key economic factors, inc …

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WE at Dreamforce

October 13, 2016
WealthEngine

Our team returned from another successful Dreamforce last week – and what a week it was! Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,0 …

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Let’s spend this week diving into a story. Three years into a stalled capital campaign, an arts nonprofit finally engineered bond financing in order to build the facility that the then-executive director and the board were determined to have.  A …

October 4, 2016 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services has launched a new screening solution for nonprofits called WE Enhanced Screen. WE Enhanced Screen will allow …

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Welcome back to our 5-part blog series about how you can use wealth data to supercharge your real-time sales and marketing strategies through an API. In our first post, we discussed how to prioritize and understand your best leads from the moment they …

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September 29, 2016 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics, and audience development services, is pleased to announce its new partnership with Bernard Data Solutions. This relationship is based upon t …

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LLS to use WealthEngine’s seamless integration with Salesforce to drive fundraising strategies September 27, 2016 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics and audience development services, is pleased …

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Data is only your most important asset (after people, of course!) if it’s clean, consistent, accurate and complete.  If data is not maintained to these standards, any reporting or analytics done on top of it will be less than reliable.  We offer …

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Fall and holiday planning is in full swing and customer-centric brands have an opportunity to drastically improve the consumer experience – with wealth data. Wealth data has become the “must have” data point for brands and retailers who know how to max …

The business landscape is in extreme flux and as a developer, I’m loving it. We’re seeing the old guard try to reinvent themselves, while new competitors are attempting to outpace them. Competition is at an all-time high. There are innovations and oppo …

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With the explosion of using data and analytics in nonprofit environments, it’s no surprise that more effective methods of identifying and segmenting donors and prospects are emerging.  With the use of analytics and the appropriate sourcing of rele …

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Here at WealthEngine, we believe in the power of using wealth data to drive sales, marketing, and fundraising decisions. Our product platform provides you with a wealth(!) of information on over 300 million consumers. It truly is the best way to dive d …

For anyone unfamiliar with WealthEngine, think of it as an app for finding wealthy patrons. While there are sites out there geared towards finding true love with millionaires, WealthEngine is more about identifying potential donors. It works just like …

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2016 Summer Newsletter

August 23, 2016
WealthEngine

Message from the CEO Greetings to all and welcome to our first installment of the new WealthEngine Customer Newsletter. We have heard from many of our longstanding customers that you are interested in knowing what is new at WealthEngine. We are proud o …

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Last week, we covered the various ways marketers could use consumer-level data to help their outreach. Go back and read for yourself if you missed it. This week, we shift our focus to the sales team as we wrap up our post on how sales and marketers can …

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Marketing has become a data-driven function at most companies. Gone are the days when the Don Drapers of the world thought up extravagant marketing campaigns and executed them without running tests or conducting detailed ROI expectation studies. Accord …

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According to Independent Sector, a volunteer’s time is worth over $22 per hour.  Last year alone, 62.8 million Americans volunteered almost 8 billion hours.  As a nonprofit, you know how valuable these people are to your organization.  B …

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Read our guest post below from Swell Fundraising. According to Morgan Stanley, the thoroughly-researched and well-documented millennial generation will benefit from the largest transfer of wealth in history. Have we ever heard and tried to understand s …

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Donations are the livelihood of your organization.  And fundraising can be challenging.  It’s both an art and a science.  In order to unlock the best practices out there, you need to find out what is making fundraising and research campaigns successful …

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I can’t tell you how many times I’ve seen a nonprofit plunge head-first into a capital campaign.   Here’s the scenario: A capital campaign gets fast tracked to start. Great, right? Well, no feasibility study has been performed. An astronomically h …

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The luxury landscape is changing. Gone are the days where companies can get by simply with their brand names. Increased competition in the marketplace means that these companies need to compete for buyers and share of wallet. Today, we’ll explore 3 cha …

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WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

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WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

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WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

New capability harnesses the power of 300M+ profiles each with 1,500 attributes to power real-time personalization across any consumer marketing channel. June 8, 2016 – Bethesda, MD – WealthEngine, the leading provider of predictive marketing analytics …

For consumer marketers, wealth managers, and fundraisers, WE Analyze harnesses the power of 300+ million consumer profiles each with 1,500 attributes to find new prospects that are very similar to your best customers. May 18, 2016 – Bethesda, MD – Weal …

WealthEngine continues partnership with Ellucian to transform higher education fundraising April 26, 2016 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing, analytics and audience development services, is pleased to annou …

WealthEngine participates as Salesforce Financial Services Cloud launch partner to transform the client-advisor experience SAN FRANCISCO – Mar. 8, 2016 – WealthEngine, a provider of predictive marketing analytics, audience development and wealth intell …

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With Valentine’s Day around the corner we analyzed some data on the richest bachelors and bachelorettes in the US. Wondering how we narrowed down these most eligible singles? We pulled a WE Prospect list of unmarried males and females who have a net wo …

Considering around 2,000 APIs were added to the ProgrammableWeb directory during 2015, it’s nearly impossible for developers to take notice of all the unique and important innovation that the API world is driving. To highlight some of the most interest …

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This is a collaborative post written by Jessica Smith at WealthEngine and Jeanette Russell at Attentive.ly. When you think about your top donors, do you have really clear snapshot of what they look like from both a wealth and social perspective? In oth …

WealthEngine, the leading provider of predictive marketing analytics and audience development services, today announced the availability of its updated FindWealth8 platform. With faster and more powerful search capabilities, marketers and fun …

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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 bu …

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I just came out of watching the latest (and maybe, just maybe the best?) Bond movie – Spectre.  Now I have to admit, I am British, I love cars, I love watches and I love Bond, so I am somewhat of a sitting duck for both the movie producers and gra …

Traditional in-person experiences are still essential for reaching the wealthy baby boomer market, according to a new report by WealthEngine and Forbes Insights. Baby boomers generate nearly half of the United States’ after-tax income, an amount o …

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As a Senior Product Specialist at WealthEngine, I spend my days training clients on how to use various products they have purchased from WealthEngine. Most people assume that I only train brand new clients, but many of my training sessions are done wit …

Today WealthEngine and Forbes Insights released the report “Engaging 50+ Consumers in a Digital World: How Luxury Brands Earn Trust Through Online and Offline Channels” highlighting the marketing potential and best practices for luxury brand marketers …

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Want to market more effectively to the 50+ Luxury Consumer? Download the full report from Forbes Insights here. Luxury marketers are able to engage with Millennials in ways they were never able to before thanks to technology. However, this laser focus …

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For every $100 in new donations nonprofits gained in fiscal year 2014 over the previous year, they lost $95 in lapsed or reduced donations. -AFP 2015 Fundraising Effectiveness Survey Not many nonprofits think about going into a new calendar year in the …

Ellucian, the leading global provider for higher education software and services, today announced a new, patent pending, data model for colleges and universities built to help evolve how they deliver on their mission by improving how data is shared. n …

WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce a new strategic partnership with The Institute for Luxury Home Marketing (The Institute).  This partnership builds on an …

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You hear it everywhere. Content is king. And, if this is true, then context is emperor. Storytelling is not merely sharing information. It’s understanding your audience, how they consume and share knowledge and where they look for and find trusted sour …

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Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015. Our goals for attending Dreamforce were as follows: As a Bronze partner, continue to strengthen our relationship with Salesfo …

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Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every yea …

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Are you going to Dreamforce? Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine in …

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You say you want a revolution Well, you know We all want to change the world. Business Intelligence, Predictive Analytics, Prescriptive Analytics… The Big Data revolution’s got all kinds of scientific terms buzzing around today’s boardrooms at warp spe …

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Are you going to Dreamforce? We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone. Whether you’re new to WealthEngine or you’ve been us …

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The Washington, D.C. area has quietly become home to a growing cluster of rising data analytics companies and startups. Over the past several years, the development of data analytics technology has become a trending topic nationally—with investors, ent …

All businesses need a constant influx of sales leads and a strategy to make them pay off. Such leads are fuel for companies. Tips on getting and turning those prospects into dollars…

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You’ve got the social proof that referral marketing works. But how well is it working for you? While an endorsement from a family member or friend holds stronger influence than most advertising and marketing channels, are you doing everything you can t …

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WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce its enhanced integration with Tessitura Network. Built upon an existing relationship, WealthEngine and Tessitura collabo …

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When Embry-Riddle Aeronautical University (ERAU) was vetting vendors to help them optimize their fundraising, they were looking for the best value, the highest quality data and an experienced team of subject matter experts. After comparing their option …

Salesforce Executive Joins Team to Drive Market Expansion and Sales Growth Momentum WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, announces the addition of sales leadership veteran Rob Hine …

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We know that data-driven marketing is becoming more critical to marketers and fundraisers. One doesn’t need a crystal ball to know it will continue to influence what we build and execute in 2016. Let’s be clear, it’s not about more data, but data that …

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In advertising relevance is paramount but what is relevant for one person is not for another. There are ads everywhere embedded into your daily routine, they have become synonymous with modern living. The bus stop you pass by, the gossip blog you check …

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For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen. Prospect Intelligence and Audience Development for Financial Adv …

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When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

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Every year consumers lament that they don’t even get through Halloween before they start getting inundated with holiday marketing pitches. This is compounded with the complaints companies are starting to receive around their remarketing. If a consumer …

June Biggest Month in Company History; Achieved 33% YOY Revenue Growth WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services through wealth intelligence, announces unprecedented success in the first …

Jet.com went live today with plenty of buzz, but its long-term viability is questionable. The well-funded e-commerce website offers consumers an alternative to Amazon for seemingly all of their online shopping needs. Industry watchers are fascinated wi …

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We gathered marketing leaders in San Francisco to talk about how to scale marketing personalization with special guest, Bryan Kramer. Bryan Kramer is the CEO of Purematter, creator of #H2HChat on Twitter and author of the book “Shareology”, just releas …

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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

Ask your average consumer three simple questions: Do you dislike spam? Typical answer: “Yes, of course.”   Do you like personalized consumer experiences? Typical answer: “Yes, of course.”  Are you willing to give up a certain amount of p …

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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

mike lees

Are you sick of hearing the words “Big Data” yet? While “Big Data” has quite a history, it’s relatively new to those on marketing teams. And while it might sound repetitive, there’s a reason it’s what CMOs are talking about. Big data is at the core of …

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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

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Data-driven marketers need more and better data, but the landscape continues to evolve quickly. Third-party data providers change fast and Big Data is growing exponentially. Consider a few facts:          …

mike lees

As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting wi …

WealthEngine Named Alongside List of Third-Party Data Providers That Deliver Capabilities to Understand and Target Audiences More Effectively    WealthEngine (WE), the leading provider of predictive marketing analytics and audience developmen …

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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

Test Driving Salesforce Analytics Cloud

June 23, 2015
WealthEngine

One of the most challenging tasks any sales or marketing professional deals with is creating campaigns that resonate with prospects, driving greater sales. Analyzing customer data from a contextual standpoint by quickly adding in new data sets, modifyi …

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As marketers, data is at the forefront of everything WealthEngine does. And it’s becoming more complex each day. There are three main considerations to using data: access, insights and influence. Where can you access the most insightful, actionable dat …

mike lees

It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you. Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As …

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At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

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At WealthEngine, we know wealth. We also know how important marketing and building relationships are to our clients. The entire WealthEngine team believes you can never stop learning: whether it’s knowing more about your customers and prospects or unde …

mike lees

One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a …

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Marketing is critical to the success of a company, right? You would think that this was a commonly held belief but the true test is if the CEO sees marketing as a high priority. Forbes talks about this in their coverage of the CMO Impact Study I tweete …

mike lees

Being a CMO means traveling. A lot. Being a 2-continent dad, also means traveling.  A lot. (It also means I write and tweet less!!). Last week was one of those weeks….starting in the UK and then taking me on to the JCK Conference in Las Vegas on Wednes …

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WealthEngine is excited to partner with Attentive.ly to bring wealth intelligence together with social engagement. Hear from Attentive.ly CEO, Rosalyn Lemieux, on why they decided to join forces with us. How were you first introduced to WealthEngine? …

mike lees

Were you able to attend the WealthEngine Luxury Marketing webinar last week? We had thought leaders in the affluence and luxury space sharing best practices around reaching the re-emerging affluent consumer. In addition to sharing tweets around luxury …

Combining wealth intelligence with social listening delivers dynamic insights to target high potential donors WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce …

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Wealth in the U.S. is growing. HNWI consumers have more cash post-recession and are ready to make investments. Whether in fashion, jewelry, auto, real estate – it’s not about the statement, but all about the sentiment. It’s about how that brand or prod …

mike lees

It was quite a busy week on Twitter last week. Predictive analytics and data insights are always on my mind and after returning from the Gartner Digital Marketing conference the week before, I’ve got data-driven marketing on the brain more than ever. L …

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What interested you in joining WE? From the beginning, it was all about the people that I met.  Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki.  Both are very passionate about the busine …

Big changes have been afoot at WealthEngine, the Bethesda-based wealth and marketing analytics company. The 15-year-old company has recently brought aboard a whole new management team, including new CEO and President Mark Logan, who joined th …

WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce its new partnership with SofTrek Corporation, developer of ClearView CRM fundraising software. This new relationship was …

LVMH-owned Champagne maker Dom Pérignon is inviting consumers to walk along the vineyard path of monk Dom Pierre Pérignon through a tasting experience at its French spirits atelier. Atelier Dom Pérignon is a new program offered by the Champagne house t …

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Regardless of wealth, we all buckled down during the recent recession. But the economy has rebounded and there is endless opportunity for luxury marketers. There’s one caveat. Luxury marketers must be strategic in their approach and most of all, truly …

Cool Vendors in Data-Driven Marketing 2015

April 29, 2015
WealthEngine

Hello, marketers! It’s that time of year again — you know what I mean, when the birds are a-chirp, the pollen is high, and the coolest of the cool emerge from their cabanas and give the world a full-throated hiya. We here at Gartner for Marketing Leade …

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Customer intelligence can be the #1 differentiator – what sets you apart from competitors, what drives long-term brand loyalty. Now, consider it with real-time access. Bam! Take this scenario: A customer purchases an item at your high-end retail store. …

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This week, a few exciting changes were announced at WealthEngine headquarters. Tony Glowacki, WealthEngine’s CEO for the last fifteen years is now Co-Executive Chairman. Mark Logan, WealthEngine’s COO & President will now be CEO for the wealth inte …

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There comes a point in time when every business decides to expand outside of its current geographic boundaries. Local banks becoming regional banks. A retailer opening new boutiques. A real estate agent targeting buyers and sellers in new neighborhoods …

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There’s a lot of hype around data driven marketing – and there’s certainly a lot of companies that claim they have the services you need to drive a data driven marketing strategy. But what does that really mean? We know it’s about using unique data to …

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Email is one of the most effective ways to reach your audience. This is no secret. That’s why it’s more important than ever not to get lost in the noise. You can do this by making sure your emails have a high deliverability rate and are optimized for b …

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WealthEngine Named Alongside Five Emerging Companies Providing Innovative Data Analytics Solutions for Data-Driven Marketing WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, has been name …

Today, GoLocalPDX unveils a comprehensive ranking of those that have the combination of the greatest wealth coupled with the greatest influence in Portland, and beyond. We teamed with WealthEngine — the leading provider of sophisticated wealth identifi …

March 3, 2015 – Bethesda, MD – WealthEngine (WE), the leading provider of predictive marketing analytics and audience development services, is pleased to announce its new partnership with Campus Management. This exciting new alignment will enable mutua …

Customers can now access 210 million profiles and create ultra-segmented audiences with unprecedented ease and precision WealthEngine, the leading provider of predictive marketing analytics and audience development services, today announced FindWe …

Technology Industry Veteran to Drive WealthEngine into next Growth Phase as Company also Adds New Advisor WealthEngine, the leading provider of predictive marketing analytics and audience development services, announced today that Mark Logan has joined …

Predictive analytics market set to grow exponentially in 2015.  Following a record year of investment, growth, customer acquisition and partner expansion, WealthEngine extends its market leading position WealthEngine (WE), the leading provider of …

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and Agilon are pleased to announce a new partnership to support clients in a …

WealthEngine Releases WE Prospect

January 28, 2015
WealthEngine

WealthEngine, a provider of wealth intelligence, prospect research, and marketing services for nonprofits, healthcare, education, luxury goods, and financial services, has released a new prospecting solution, WE Prospect. Marketers, agencies, and …

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Remembering Don Pyle

January 27, 2015
WealthEngine

Like many people, our team was shocked when we heard that our friend and board member Don Pyle’s home was destroyed in a fire early last Monday morning. That shock turned to terrible sadness as we learned of the tremendous loss suffered by Don’s family …

WE Prospect lets users create ultra-segmented audiences with unprecedented ease and precision WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and fi …

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and DonorPro, a leading fundraising software company, are pleased to announc …

WealthEngine, a provider of wealth intelligence, prospect research, and marketing services for nonprofits, and DonorCommunity, an online fundraising software company, have partnered to help organizations improve their fundraising results. The part …

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WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and DonorCommunity, a leading online fundraising software company, are pleas …

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, has joined #GivingTuesday, a first of its kind effort that will harness the …

Salesforce (NYSE: CRM), the Customer Success Platform and world’s #1 CRM company, today announced that it has expanded the Salesforce Analytics Cloud ecosystem—opening up a new world of insights for every business user. Since launching the Analytics Cl …

Salesforce Analytics Cloud is the first cloud analytics platform designed for every business user, making it easier than ever for anyone to explore data, uncover new insights and take action instantly from any device WealthEngine today announced it has …

WealthEngine, the leading provider of wealth intelligence, prospect and marketing services for nonprofits, healthcare, education, luxury goods and financial services, announces its new professional services team.  Headed by a new member of the Wea …

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How does a firm’s rate of growth impact the influence of a strategic CFO? Join us as Dawn shares her CFO mind-set and explains why she views growth as being essential to CFOs realizing their strategic value. 

Little Big Data

November 3, 2014
WealthEngine

The potential business value of big data continues to grow. Advocates claim that many industries and businesses, including wealth management, are just starting to tap into the wealth of “actionable intelligence” that is available as the amount of data …

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New name, branding, and website repositions company and conveys its core value proposition WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and finan …

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WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and Allegiance Software, a leading fundraising software systems and manageme …

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and InTouch Software are pleased to announce a new partnership to support cl …

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Give More Together

October 24, 2014
WealthEngine

Here’s a guest post from our friends at Eventbrite.  They are offering nonprofits a pretty cool incentive to engage constituents in a #GivingTuesday promotion.  Read on to learn how Give More Together can help your nonprofit raise funds and a …

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and the Gobel Group, the leading healthcare philanthropy consulting firm tha …

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WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and ROI Solutions are pleased to announce a new partnership to enable mutual …

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New addition to leadership team will play an integral role in corporate growth strategy WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, nonprofits, luxury, and f …

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British porcelain maker Wedgwood is keeping its historical archive intact thanks to a public donation campaign that raised money through texts and online. The Wedgwood Collection, which includes more than 80,000 works of art, manuscripts, photos and ce …

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WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and DonorDirect are pleased to announce a new partnership to enable mutual c …

Technology partners, developers, and consultants gather to discuss role of big data in the channel ecosystem WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, …

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WealthEngine streamlines prospecting for marketers, fundraisers, and financial professionals by empowering customers with the contact data to make prospect lists actionable                    …

Fearful baby boomers rein in their spending

September 13, 2014
WealthEngine

Senior discounts won’t stop this financial meltdown. New York City’s richest retirees can’t shake off the Great Recession — they’ve cut spending to the bone, fearing another stock market crash, according to new research and personal finance experts. “T …

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WealthEngine Is Industry Leader in Targeting High Net Worth Online Audiences WealthEngine, a leading provider of wealth intelligence and prospect research for luxury goods, financial services, healthcare, education, and nonprofit,  today announces …

Swiss watchmaker IWC Schaffhausen is promoting its customization processes through a dedicated Web page that offers detailed information about the manufacturing steps behind the brand’s watches. The Web page is being promoted on the brand’s Facebo …

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Precision cut-crystal maker Swarovski is sponsoring The Academy’s Hollywood Costume Exhibit when it presents its last showing this fall at Wilshire Boulevard and Fairfax Avenue in Los Angeles, the future location of the Academy Museum of Motion Picture …

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4 reasons to use LinkedIn for fundraising

August 12, 2014
WealthEngine

Social media is not just for selfies and pictures of food. While many organizations report little success fundraising on social media, some platforms can help you research prospects and build relationships. Sally Boucher, Qaya Thompson and Jeremy Woolf …

Fundraising intelligence

August 7, 2014
WealthEngine

There’s been a sea change in prospect research, and it was front and center at our international industry conference last week. The 27th annual APRA conference, held in steamy Las Vegas, was called “Prospect Development 2014; new approaches, new connec …

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There are currently almost 15 million millionaires in the United States. There’s an expected 10 million new luxury consumers each year. You do the math. There’s a vast audience of potential customers but not everyone has the same capacity and affinity …

Learn how Vassar College utilized crowdfunding for the Vassar500 campaign and how JDRF tapped Big Data to enhance its targeting and fundraising. After that, crowdfunding really piqued Vassar’s interest. Then it began to see many of its peer institution …

With the help of WealthEngine, JDRF has cleaned up its big-data business processes and enhanced its fundraising. Here, Megan Martin, former director of data analysis at JDRF (now at American Cancer Society), and Sally Boucher, director of research at W …

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There is no such thing as definitive best practice for Facebook Ads. It is a constantly evolving marketplace and like any digital campaign what works and what doesn’t is not always intuitive. But here are some tips to get you started. There is no such …

In Financial Data, Small Is the New Big

July 28, 2014
WealthEngine

BrightScope, which aspires to become the Yelp of financial advisors, fancies itself a combination of LinkedIn and Carfax. Access is free. Among its offerings are digital profiles of the 680,000 individuals registered with the SEC and Finra. More than 5 …

WealthEngine Announces Newest Board Member

July 18, 2014
WealthEngine

Don Pyle Joins Company to Support Innovation & Growth WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, luxury, and financial services, announces its newest bo …

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WealthEngine, a leading provider of wealth intelligence, prospect research and marketing services for nonprofits, financial services, and luxury goods, today announced it has launched WealthEngine Nonprofit Package for Salesforce, empowering businesses …

New event brings together the company’s extensive channel ecosystem to drive innovation WealthEngine, the leading provider of wealth intelligence, prospecting solutions, and marketing services for higher education, healthcare, luxury, and financial ser …

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When you hear the phrase “social network,” your first thought might be seeing another “Which character in Game of Thrones are you?” personality test that another friend has shared on Facebook. Add the work “professional” in front of “social network” an …

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Fashion brands are donating their merchandise for a cause at this year’s Convivio Milano trade show. Convivio Milano, which ends June 17, sells the labels’ apparel at 50 percent off, with proceeds going to support Anlaids, an Italian organization dedic …

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In a recent TravelWeekly article, Emmanuel Perrin, CEO of Cartier North America, was the first to say it: “Client care is the final frontier…You can’t go wrong investing in client experience… What is good for the client is good for t …

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The world of luxury continues to evolve. Luxury consumers have shifted their mindset …and their wallet. We experienced the shift from a community where Affluents wanted to be noticed to more of a sense of community where value and personal worth takes …

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The Salesforce.com Foundation today announced Salesforce1 for Nonprofits, new solutions built on the Salesforce1 Platform to transform the way nonprofits manage programs, engagement, communications and fundraising. In addition, Salesforce1 for Nonprofi …

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WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, and Patron Technology are pleased to announce a new partnership to enable Patron Technology’s PatronManager CRM clients to imp …

New Analytics & Prospecting Solutions Developed to Increase Alumni Donations  WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, released its newly packaged analytics and prospec …

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In the education sector, a high performing organization is one that, on average, raises substantially more money per full-time student than its peers.  So, what is it about these high performing organizations that enables them to have such effecti …

There are many ways to get rich. You can work on Wall Street or launch the next big tech startup. But one time-honored path to wealth is to marry into money. To make that a little easier for New Yorkers, we found the best neighborhoods in Manhattan for …

New Round of Investment Brings Experience and Funding to Drive Company’s Next Phase of Growth WealthEngine, the leading provider of marketing intelligence and real-time prospecting solutions, today announced a new round of venture capital funding. …

New Solution Focuses on Personalizing Client Experiences and Driving Long Term Engagement WealthEngine, the leading provider of marketing intelligence and prospect research solutions, released its new solution, WE EngageSM, to further drive market …

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Many organizations turn to cross-pollination marketing, which leverages two brands to help customize and personalize the marketing experience for customers. Specifically, cross-pollination refers to the innovation and spark that is created by bringing …

Switzerland’s Vacheron Constantin is exploring the similarities between watchmaking and choreography with a short film that debuted April 19 at the Tribeca Film Festival in New York. Vacheron’s film, “Mastery of Movement,” took viewers behind-the-scene …

As BrightContext co-founder and CEO John Funge told TechCrunch in 2012, “What Twilio is to telephony, BrightContext is to real-time data streams.” It’s with that hook that WealthEngine scooped up the company to add BrightContext’s real-time analysis ca …

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WealthEngine announces the acquisition of privately held BrightContext, the leader in massively scalable streaming data analytics. The acquisition, which recognizes the growing need by marketers and fundraisers for data that increases personalization a …

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We’re very excited about this one!  This week we announced our acquisition of BrightContext, a company that for the last few years has led the market in helping business people make sense of large volumes of real-time data. Big Data is by no means a ne …

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It doesn’t take master-level powers of perception or a Battery Club membership to see that San Francisco is now full of young money. But where, exactly, is it? Now we know, thanks to the consulting firm WealthEngine, which provided San Francisco with t …

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I am a marketer, so I have the same priorities and hear the same trends as you ….. “use more data, segment, personalize, optimize”.   But this can all feel a little distant and hard to grasp when we are putting together that next campaign, or go-to-mar …

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Among the top philanthropy buzzwords are “data” and “data scientist”. Certainly the phrases “predictive modeling” and “data analytics” have made their way into the fundraising lexicon. Predictive modeling can have a significant impact as part of a data …

Powerful, Affordable, and Actionable Solution Developed to Kick Start Fundraising Initiatives WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, officially released today its new integrat …

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The nation’s business owners are an affluent bunch and they require a broad swath of services from a financial adviser — but the potential pay-off to advisers may be many years down the road. About one-third of the nation’s wealthy investors, those who …

Shift in Wealth Concentration Changing the Future of the Client-Financial Advisor Relationship As the last members of the Baby Boomer generation turn 50 this year, financial advisors need to prepare for attracting and serving a new wave of wealthy clie …

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U.S. apparel brand Ralph Lauren has created a new position, president of Ralph Lauren Luxury Collections, to oversee the global expansion of its luxury business. The brand hired Valérie Hermann, the former CEO of French label Saint Laurent Paris and ha …

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Over the past several years, Big Data, Data Analytics and Data Visualization have become some of the noisiest buzzwords in the nonprofit lexicon.   Data, analytics, and reporting together form the basis of business intelligence, and while many nonprofi …

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In honor of Valentine’s Day, we thought it would be fun to look at America’s richest singles.  Did you know that majority of these bachelor and bachelorettes live in New York, California and Texas?  Or that the most charitable of these singles live in …

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Announces New Enterprise Investments and Key Additions to Leadership Team WealthEngine, the leading provider of wealth intelligence and marketing services, announced today plans for the next phase of the company’s evolution with investments in technolo …

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I’ve long been a big fan of the wit and wisdom of Jeff Schreifels and Richard Perry of the Veritus Group.  Recently, in their Passionate Giving blog they exhorted major gift officers to clean out their clogged middle donor pipelines. Say Jeff and Richa …

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