WealthEngine Announces a Major Upgrade to Industry’s Leading Prospect Engagement Platform For Nonprofits and Financial Institutions

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With this new release, WealthEngine strengthens its industry leadership position by introducing WealthSignal™ among other new capabilities, and fresh data driving prospecting effectiveness, and conversion rates for 3000+ clients.

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Today, WealthEngine released its highly anticipated upgrade to the industry’s leading prospect engagement platform, WealthEngine9 (WE9). Launched at the Salesforce Dreamforce conference in San Francisco last week, in this release, WealthEngine introduces industry’s first and only WealthSignal™ helping clients get a single window into their prospect’s wealth profile, fresh data on emails and phones, major update to charitable donations history, and more. This release demonstrates WealthEngine’s continuing commitment to empower its clients with a thorough understanding of their prospect’s propensity, capacity, affinity, and intent.

“At WealthEngine, we continue to drive innovation so that our clients can not only find their next-best prospect, but also determine their next-best action, all powered by our growing investment and expertise in Data Science,'' said PV Boccasam, CEO of WealthEngine. “This release demonstrates that we continue to deliver industry leading solutions that are based on listening closely to our clients needs, particularly around fresh and most accurate data and actionable insights that helps them drive down acquisition costs, and while activating clients in multiple channels to improve their campaign ROI.”

In this upgrade, the WealthEngine9 platform provides several key benefits for its clients, which include:

Know Your Donor or Customer Instantly

On every profile, a new graphic showing that prospect’s WealthSignal™ is now front and center, giving a holistic view of the most important scores including propensity to give (P2G), giving capacity, and net worth. In addition to the scores, the WealthSignal™ also helps clients quickly determine the relative strength of the score across its entire range, providing significant efficiencies in prospecting efforts.

Increase Campaign Lift by Reaching Prospects Where They Are

With 240M+ emails refreshed, 140M+ new personal phone numbers, in WE9 clients have a one-stop shop to reach prospects in all channels - by snail mail, email, phone or in digital channels, enabling users to drive up response rates by deploying a robust omnichannel communications strategy.

Reliable Charitable Donations Data

With this release clients get 165M+ charitable donation records with over 0.5M donations added every month. In addition, unlike other vendors WE9 offers a confidence score on each donation record to indicate the quality of match to that specific profile helping clients make informed decisions.

Drive Prospecting Productivity with Actionable Intelligence

With this release, WealthEngine is introducing a brand new dashboard that delivers fresh insights such as recently visited profiles, tips, best practices, and latest product announcements. This helps clients to act with confidence in driving their mission forward.

Customer Testimonials

“As someone who has spent years in nonprofit management and fundraising, I found WealthEngine a must-have technology for fundraising professionals. It provides a magnifying glass on prospects arming you with critical insights that help you deal with them so much better when you are building those important relationships. With WealthEngine, it’s all right there, in-depth, and exactly what you are looking for to get a complete picture of the person you want to target.”

– Patricia G. Eisner, Director of Development, Two Rivers Charter School, and Former Chief Development Officer, Malala Fund.

“WE9 is a game changer. It has been my distinct honor to have played a minor supporting role in the evolution of WealthEngine over the past eighteen years. WE9 introduces powerful new features for screening, prospecting, segmenting, and analyzing data to provide immediately actionable results. The platform is cleaner, faster and much more powerful than it was – even a week ago. Bravo to the dedicated team of professionals who listened to what was needed and brought the dream to reality!”

– Dave Chase, Chase Solutions Inc., a WealthEngine Partner

As part of this new release, WealthEngine is also updating WealthEngine Insights for Salesforce, a Salesforce certified app that allows clients to gain a 360 view of its contacts right in their Salesforce environment with over 100+ attributes on wealth, giving, contact, and demographic data. With this update, clients will be able to append custom model scores to their contacts or leads enabling them to model even more precise target audiences driving conversion rates. In addition, the App supports Salesforce Shield™ encryption ensuring end-to-end security for Financial, Healthcare, and other security conscious environments.

About WealthEngine

WealthEngine, for more than two decades, has been supporting more than 3000 industry-leading higher education, healthcare systems, advocacy, financial services, and high-end luxury brands and hospitality organizations in capturing tens of billions of dollars. Fueled by our wealth and lifestyle signals, our customers measurably improve their personalization and effectiveness across fundraising, capital campaigns, marketing, and overall engagement with their target audience.

Rooted in machine learning, with a cloud-native architecture, WealthEngine 9 platform boasts an entirely new user experience to provide wealth, demographic and lifestyle signals that come together to formulate powerful scores, available API in real-time. Underpinned by the company’s Engagement Science™, WE9 models, segments and activates, and targets prospects continually so customers will know what motivates their audience to save, invest, buy or donate.

WealthEngine recently hosted its sold-out second annual WE Prosper Summit, October 1, 2019, at the famed interactive Newseum in Washington, DC. Please visit our website http://www.weprospersummit.com for access to industry keynotes. The company is an active participant in Pledge 1%, regularly giving back to the community it serves through time, product and donations. Based in Bethesda, Maryland, the company has offices throughout the US. Learn more at http://www.wealthengine.com.

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Raj Khera
WealthEngine
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