WealthEngine Assembles Industry Leaders at Second Annual WE Prosper Summit to Discuss The Latest Trends In Prospect Engagement

WealthEngine Assembles Industry Leaders at Second Annual WE Prosper Summit to Discuss The Latest Trends In Prospect Engagement

October 2, 2019
Nandini Singh

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. Participants come together for a day-long conference of rich keynote speeches, how-tos, case studies and presentations from 17 thought leaders among our clients and partners.

“As the recent statement from The Business Roundtable indicates, businesses are redefining their role in society, to include all stakeholders, not just shareholders” said PV Boccasam CEO of WealthEngine. “Our conference brings together thought leaders who are innovating how they engage their current and future prospects in powerful ways that impact the communities that they live and work in everyday.”

The theme of the 2019 WE Prosper Summit was The Power of Personalized Engagement. Thought leaders, experts, partners and clients convened to discuss the latest trends and best practices in data-driven prospecting. This year’s WE Prosper Summit also explored the actionable steps leaders can take to optimize their fundraising and marketing strategy.

The 2019 WE Prosper Summit featured key industry speakers including: Amy Pirozzolo, Head of Marketing at Fidelity Charitable; Rick Dunham, Chair of the Board of the Giving USA Foundation and Board Member of the Giving Institute; Patricia Eisner, former Chief Development Officer of The Malala Fund, now of Two Rivers Public Charter Schools; Tom Monahan, Board Member of Transunion and Managing Partner of Norton Street Capital and former CEO and Chairman of CEB; Bob Ghafouri, Founder of Accenture Bloom; Pat McQueen, Senior VP at Salesforce.org; and many others.

WealthEngine also took the opportunity to hold their second annual WealthEngine Prosper Awards ceremony. The WE Prosper Awards honor leading brands and nonprofits that are delivering outstanding business and social impact using WealthEngine’s prospect engagement capabilities to deploy highly effective, personalized, wealth-aware campaigns.

“We are proud to recognize the recipients of our 2019 WE Prosper Awards and humbled by their dedication to their communities and causes they support,” said Matt Melnick, SVP of Sales & Strategic Alliances. “We look forward to learning from their work and sharing best practices to generate positive momentum within our community.”

The 2019 WealthEngine Prosper Award recipients were:

American Lung Association

Coldwell Banker Real Estate LLC

Medstar Health

Pancreatic Cancer Action Network

The University of Pennsylvania

U.S. Bank

TCS World Travel

About WealthEngine

Using actionable wealth and lifestyle insights, WealthEngine (WE) fuels highly-targeted campaigns that continuously deliver measured outcomes. The WE prospect engagement platform is powered by more than a half-trillion data points and uses proprietary learning science to create unique WE Profiles for more than 250M people in the U.S.

For more than 20 years, we have ensured our clients engage in highly personalized and precise conversations with their audiences to find their next best prospect and drive growth. By elevating campaigns to the power of WE, our clients expand their audiences, decrease acquisition costs and increase revenue, along with the lifetime value of their donor or customers.

WealthEngine works in both the commercial and nonprofit markets with clients in financial services, luxury, retail, real estate, hospitality, healthcare, higher education, arts & culture, and with any organization looking to use wealth and lifestyle data to enhance their efforts.

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