WealthEngine recognizes US Bank and Humane Society of the United States for Innovation and Leadership

WealthEngine recognizes US Bank and Humane Society of the United States for Innovation and Leadership

November 2, 2018

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 causes and international brands, where participants came together for a four-day conference of keynote speeches, how-tos, and case studies. The online summit contained eight hours of content including presentations from 15 thought leaders among our clients and partners. “It’s a privilege to work with and recognize the work of these industry leaders,” says PV Boccasam, CEO. “When corporations and causes collaborate around innovative technologies, the positive impact to their customers and communities are both measured and sustainable.”

The annual WealthEngine 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.

The 2018 WealthEngine Prosper award winners are US Bank and The Humane Society of the United States.

Commercial Client: US BANK

Financial institutions with multiple product lines are best positioned to own the customer journey from current state to estate. This unified banking approach to prospect engagement requires personalization which can lead to a lift of 30-40%, as per a recent BCG report.

US Bank is one of the largest banks in the US with more than 3000 branches and over $450B in assets providing banking, mortgage, and investment services to individuals, businesses, and government agencies.

By utilizing wealth and lifestyle intelligence from WealthEngine, wealth managers at US Bank are now empowered to hyper-personalize their prospect and client outreach with the most relevant and meaningful interactions. Having instant access to over half-a-trillion data points on 250M US adults within their Salesforce environment is helping them significantly improve their effectiveness in nurturing their prospects while reducing their prospect acquisition costs.

“We offer our clients a fully integrated client experience that can simplify their financial life and help them work towards their goals. Establishing and growing the client relationship is an exclusive focus for us, and WealthEngine’s Prospect Engagement Platform is a key solution in making that happen.” – Chady AlAhmar, SVP Head of Strategy and Business Development – Wealth Management Group.


Founded in 1954, The Humane Society of the United States (HSUS) is a leading animal advocacy organization, seeking a humane world for people and animals alike. HSUS and its affiliates provide hands-on care and services to more than 100,000 animals each year and professionalize the field through education and training for local organizations.

HSUS is utilizing WealthEngine’s AI and machine-learning-powered Prospect Engagement Platform to find new prospects along with deep insights on their propensity, capacity, and intent helping them personalize their engagement across the entire donor journey. Recently, HSUS discovered over 110K new donors by modeling 150 of their best donors with the help of WealthEngine’s award-winning data science team, enhancing their ability to quickly reach their fundraising goals.

“By instantly screening, scoring, and ranking new donors as they come in using WealthEngine’s Prospect Engagement Platform and efficiently assigning them to the right team, we are able to optimize our portfolio of prospective donors and increase effectiveness in receiving major gifts. We are the nation’s most effective animal advocacy organization, and WealthEngine is a key partner in making that happen.” – John Vranas, Chief Development, and Marketing Officer, Humane Society of United States.

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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