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.

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.

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.