WealthEngine 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.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
WealthEngine
Year Founded:
2000
Headquarters:
United States
Website:
www.wealthengine.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support

WealthEngine Features and Options

Lead Management Software

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

WealthEngine User Reviews

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