What is the wealthengine 9 platform?
The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API.
How can wealthengine help your business?
Our clients repeatedly find substantial increases in ROI and reductions in their time and cost to acquire a customer or raise a dollar when using WealthEngine to screen, analyze, model and find their next best prospect. The Humane Society used donor insights to optimize ask amounts.
What companies use wealthengine to screen prospects?
Colorado State University leveraged WealthEngine to screen individuals and tap into previously unidentified prospects for their campaign. St. Vincent’s Hospital utilized WealthEngine’s propensity to give scoring and other prospect attributes to segment and prioritize patients and prospects for development efforts.
Does wealth engine integrate with Salesforce?
WealthEngine is an incredibly valuable resource for our development team. Donor research and qualification has been streamlined thanks to WealthEngine. The integration with Salesforce brings much needed visibility to the important data about a donor, and provides easy access to the full WealthEngine profile.
How much does WealthEngine cost?
Prices starting at $1,000 | 1 and 12 month subscriptions available. Wealth Insights including estimated net worth, giving capacity, and total property value of US households, aggregated at the ZIP level.
What is wealth screening?
Wealth screening is a way that organizations assess their donors' assets to learn how much they can give. This information informs how much your organization should request when making an ask.
How accurate is wealth engine?
95%WealthEngine's scores were rigorously developed and validated on “truth” files that statistically represent the U.S. population to ensure maximum accuracy. In fact, WealthEngine's testing showed that most scores predicted 95% of actual.
What does DonorSearch cost?
$209 USD per company per month. The app can be connected to a ProspectView Online subscription for as low as $125 per month. At DonorSearch, we combine giving history, mission-affinity, and wealth data to deliver your best prospects instantly.
How do you do wealth screening?
Wealth screening is a valuable first step to prospect research. By knowing your donors' wealth standing, you can tailor your asks to segments of your database or identify major donors....RankingWealth Screening Software#1DonorSearch#2Double the Donation#3NPO Authority#4Timetric1 more row
How do you do prospect research?
Steps to Conduct Prospect ResearchMake a plan. Plan out exactly how you'll approach your research process by asking yourself about your fundraising goals, fundraising approaches, timeline, and screening goals.Clean up your data. ... Validate the results. ... Sift through the results. ... Solicit donors.
How do I find wealthy donors?
To find out how to recognize the major donors who can help skyrocket your nonprofit's success, check out these top eleven strategies:Start With a Great Donor Database.Clean Up Your Donor Database.Perform Prospect Research.Zero in on Past Giving.Screen Auction Participants.Consider Event Attendees.More items...
How many data points does WealthEngine 9 have?
Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API.
What is WealthEngine's market potential report?
WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, …
What is Wealth Access for Salesforce?
Through the new Wealth Access for Salesforce integration, Wealth Access enhances the financial professional experience in Salesforce by delivering transparent views into the financial balance sheets of clients and prospects.
How does Wealth Access work?
Wealth Access works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.
What is analytics engine?
The analytics engine rationalizes & enriches data to create intelligent insights, identify risks & opportunities, & make right-timed recommendations. Have the kind of meaningful conversations & win the kind of loyalty that leads to real growth.
What is Wealth Access?
Wealth Access data flows seamlessly into the Financial Services Cloud platform, allowing financial data (Accounts, Positions, Transactions) to be represented at the household/client level . The integration provides complete financial balance sheet views for clients and households through direct data connections to accounting systems and custodians, as well as held-away account aggregation.
Can financial professionals share documents?
Clients and financial professionals can freely share documents within our secure document vault.
Does managed package count against org?
Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.
