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Description
Fundmetric is an innovative AI ecosystem designed to unite isolated data sets, empowering teams to enhance lifetime donations while improving revenue predictability. By utilizing first-party behavioral insights and machine learning, it helps organizations nurture constituent interests and make better use of their data. Traditional linear systems often fail to reflect the complexities of real-world situations, highlighting the necessity for software that can adapt and respond to these circumstances in real time. Our integration strategy is inherently system-agnostic, allowing our engineers to develop tailored data integrations that align with your specific systems and workflows. This customized approach surpasses the capabilities of standard pre-built solutions, offering the versatility needed to accommodate evolving data fields and dynamic organizational structures. Additionally, our ecosystem systematically categorizes data, creating a high-quality training data set. By addressing the gap in training resources for fundraising organizations, we provide the essential training data that the sector has been lacking, ultimately fostering more effective fundraising efforts. In doing so, we not only enhance operational efficiency but also contribute to the growth of organizations within the sector.
Description
The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently.
Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions.
API Access
Has API
API Access
Has API
Integrations
Charityproud
StratusLIVE
Tessitura
Total Community Manager
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fundmetric
Founded
2013
Country
Canada
Website
www.fundmetric.com
Vendor Details
Company Name
WealthEngine
Founded
2000
Country
United States
Website
www.wealthengine.com
Product Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
