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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
Eliminate uncertainty in fundraising efforts with Wisely, which offers immediate insights into potential donations, including who might contribute, the amount, and the optimal timing for outreach, allowing you to engage the most suitable donors. Tailored courses aim to enhance the skills of nonprofit professionals, fundraisers, and prospect researchers by deepening their understanding of various fundraising principles and providing valuable resources. The AI-driven fundraising platform from Wisely not only streamlines your donor management but also enhances the overall giving experience, increasing both contributions and satisfaction. By harnessing the power of artificial intelligence and machine learning, Wisely accurately predicts donor behavior, helping you to determine the right moment and amount to request. This innovative tool ensures users receive only pertinent information, freeing them to concentrate on nurturing donor relationships rather than being overwhelmed by administrative tasks, ultimately fostering a more effective fundraising environment. In this way, Wisely transforms the fundraising landscape, making it easier for organizations to achieve their financial goals.
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
WealthEngine
Founded
2000
Country
United States
Website
www.wealthengine.com
Vendor Details
Company Name
Wisely
Founded
2017
Country
Canada
Website
fundraisewisely.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
Product Features
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
