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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.

Description

Connect with wealthy households through reliable, actionable data. Identify and rank your most valuable constituents in near real-time using accurate net worth information. Utilize valuable insights to better understand your audience, reveal hidden opportunities, and enhance your outreach efforts. Build and nurture enduring relationships at every interaction by delivering the right message at the most opportune moment. This session will highlight the primary challenges associated with interpreting wealth data, the distinctive methodology Windfall employs to ascertain a household's exact net worth, and showcase examples of nonprofits effectively using net worth data to enhance their data-driven fundraising strategies. Windfall's unique dataset is refreshed weekly, ensuring clients receive the most current insights regarding their constituents. By concentrating on affluent households, Windfall provides an exact net worth figure—rather than a range—along with a wide array of definitive consumer characteristics tailored to each individual household. Additionally, the ability to access this comprehensive data stream empowers organizations to make informed decisions and maximize their fundraising potential.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bloomerang
Bonterra Giving Days
Charityproud
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce
StratusLIVE
Tessitura
Total Community Manager

Integrations

Bloomerang
Bonterra Giving Days
Charityproud
DonorPerfect Fundraising Growth Platform
EverTrue
GiveCampus
Humanitru
LiveRamp
Lotame
Neon CRM
Salesforce
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

WealthEngine

Founded

2000

Country

United States

Website

www.wealthengine.com

Vendor Details

Company Name

Windfall

Founded

2016

Country

United States

Website

windfalldata.com

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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