API Integration: Make Your CRM go the Extra Mile with Wealth Intelligence July 18, 2019 Sharanya Venkatesh API, Integrations API integration can add convenience and immediacy to your wealth screening and prospecting. Learn about maximizing your CRM and gaining real-time insights. 3 Things to Keep In Mind While Reading a WealthEngine Profile July 16, 2019 Nandini Singh Wealth Insights When reading a WealthEngine profile, it’s important to sift through relevant data that will inform your interactions with customers and prospects. Hospital Fundraising: Diversify Your Strategy for Donors & Prospects July 12, 2019 Sharanya Venkatesh Fundraising, Healthcare 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. Top 10 Skills That The Chief Development Officer of Tomorrow Will Need July 11, 2019 Sharanya Venkatesh Fundraising, Nonprofit, Nonprofit Board Big changes are coming to the nonprofit landscape. CDOs will need to upskill themselves to stay ahead. Here are 10 top skills to future-proof yourself as a nonprofit leader. Donor Pyramids can Make or Break Your Capital Campaigns June 28, 2019 Sharanya Venkatesh Big Data, Capital Campaign Are you starting a capital campaign? Then, missing this step could send your campaign down a rocky road. This important step is building a donor pyramid. 5 Summertime Tasks to Prepare for a Successful Fall Donation Drive June 24, 2019 Nandini Singh Education, Screening 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. Identify & Combat Donor Fatigue to Build Long-Term Donor Relationships June 24, 2019 Sharanya Venkatesh Communications, Donor Retention, Nonprofit 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: 7 Steps to Convert New Graduates into Future Donors June 17, 2019 Sharanya Venkatesh Education, Fundraising 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. 3 Steps to Implement a Direct to Consumer Strategy June 7, 2019 Nandini Singh Luxury Marketing Direct to consumer marketing is transforming how brands interact with their consumers. Here’s how to create a successful strategy that drives more sales. WealthEngine at Salesforce Connections Conference June 5, 2019 Nandini Singh Salesforce Join WealthEngine at the Salesforce Connections Conference to learn how you can increase sales, improve LTV, and use wealth insights to forge connections. 1234567891011121314151617181920212223Next Want to Learn More? Let's Chat Thank You! A member of our team will be in touch soon.