WealthEngine Strengthens the Experience of its Integration and Grateful Patient Program (GPP) Clients with New Capabilities

WealthEngine Strengthens the Experience of its Integration and Grateful Patient Program (GPP) Clients with New Capabilities

December 9, 2019
WealthEngine

In the last major update made to WealthEngine9 (WE9) two weeks ago (9.1 release), we introduced new tools on our platform such as WealthSignal™, designed to enable prospect researchers and wealth managers to speed up their decisions on their best prospects. In this update, we have further strengthened our existing platform for improved external performance and introduced new capabilities for our integration and Grateful Patient Program (GPP) clients. 

Updates to WE Insights for Salesforce App

As part of this new release, updates have been made to the WE Insights for Salesforce App. Users can now append model scores to their contacts or leads directly within Salesforce CRM. 

Models created by your organization using the WealthEngine platform can be enabled using a few simple configuration steps. And, with more than 100 attributes on wealth, contact, giving, and demographic data, the WE Insights for Salesforce App, along with our platform, enables you to create precise target segments with higher response rates.

Grateful Patient Program (GPP) Clients

Automated screening files are now more accessible than ever, only in the new WE9 platform. Now, with the updates made to WE9, Grateful Patient Program (GPP) clients who regularly screen their influx of new patients will have screening files right at their fingertips. 

Whether your organization has done screenings previously or recently, both can be found under the new “My Profiles” section (previously known as “My Results”). This change requires no updates or efforts from users. The files delivered via sFTP will remain the same and will continue to work as it does now with WealthEngine 8.2. 

CRM/DMS Integrations

Users will now be directed to the new WE9 platform when they navigate from their CRM/DMS system (such as Salesforce) to WealthEngine to browse detailed profiles or for prospecting. 

All user data will be migrated to the new platform, so the change requires no updates or effort from our clients.  

Enhancements to WealthEngine APIs

New updates made to the WE9 platform have also made it easier for developers to integrate wealth insights into their workflows by further rationalizing WealthEngine APIs. Check out the updated developer documentation available here.

Updates made to the platform will have no impact on current workflows since the improvements are 100% backward compatible. 

With the updates and enhancements made to WE9, we’ve created a more seamless user experience that is sure to take your prospecting to new heights. 

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