WealthEngine Product Update August 2020

WealthEngine Product Update August 2020

August 13, 2020
WealthEngine

WealthEngine Product Update – August 2020 from WealthEngine on Vimeo.

 

With a new month comes a number of key features, improvements and continued enhancements. Check out the details of our latest product updates, or skip ahead to the 5:00 minute mark to catch a live demo.

Increased Charitable Donations Limit

Every profile directly updated with giving data and history. Now access over 170 million donation records, adding 500k per month, plus insider stock trades and more.

Value: $318,000,000

5-Star Rated Salesforce Connector

Seamless access to all of your refresh data directly within your CRM. Click here to get it from the AppExchange.

Interactive Screening Insights

Leverage an all new interactive report featuring detailed screening insights with just one click. Measure Propensity to Give vs. Estimated Giving Capacity and discover the steps for obtaining your next best prospect.

The New Donor Pyramid Modeler

Customers can now analyze and prioritize their best prospects and not just on giving capacity, but by other attributes to maximize their ‘ask,’ driving higher lifetime value and retention.

WealthScore

All of our models have programmatic endpoints that can create a value added benefit to every DONATE NOW button webpage. Automatically call our ‘NEXT-ASK MODEL’ to create the ‘right ask’ driving up your LYV for every donor you connect with online.

Enhanced Connections

Our customers find 30% of their new prospects from their current donors and members connections. They tend to give more consistently and at a 18% higher donation amount than non-referrals. This can improve fundraising results by 22% per campaign.

WEAdmin Report Tracking

Maximize your usage across your environment and know who your power user is within your environment. Reward them!

Interested in learning more and accessing refreshed data to get the latest insights about your donors and prospects? Click here.