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Advocacy

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Advocacy

Personalization. The more you understand a donor, member, volunteer or prospect, the more likely you are to solicit a donation and create a lifelong donor. In today’s world of mass marketing and broad appeals, it’s imperative to cut through the noise with outreach that connects and moves prospects to give.

Arts & Culture

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Arts & Culture

Quickly discover deep insights about your visitors, ticket buyers, members or donors. Get a comprehensive picture of their wealth,  giving history, lifestyle, and demographics so that you can create personalized strategies to win their gift.

Financial Services

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Financial Services

Whether you’re looking at existing clients, or searching for new ones, we can help you grow your book of business and increase your assets under management.

Healthcare

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Healthcare

When patients receive transformative care, they’re often ready to make a transformative gift. Is your organization equipped to quickly nurture those relationships and personalize the ask? We’ll integrate our actionable wealth and lifestyle insights directly into your fundraising process, so you can reach the right patients at the right time, even with limited resources.

Higher Education

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Higher Education

While your constituent base grows with each graduating class, we now how important it is to cultivate relationships from prospective students’ day to the 50 year reunion. With WealthEngine, you can personalize your outreach and engagement with actionable wealth and lifestyle insights that provide a comprehensive picture of every single person in your community.

Luxury/Retail

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Luxury/Retail

Competition is fierce. Demand on consumers’ attention is at all-time high. But we have the secret to breaking through the noise and connecting with your audience. Know your customers on the deepest level, and then personalize your engagements to them.

Marketing/Agencies

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Marketing/Agencies

Using actionable wealth and lifestyle insights, we can help you segment your audience so you can speak directly to them. Ensure you are focusing on high net worth customers and prospects and not wasting time with ones who won’t buy. Get the right message to the right audience at the right time.

Professional Services

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Professional Services

You’ve screened, modeled, analyzed and researched. So you have great, useful data. Now what? You have to keep it clean and current. You need to use it to design strategies. And you must take advantage of it to improve your sales, marketing and fundraising. You have to be consistently working toward your goals and growing your organization.

 

The best way to do that is with a data-driven strategy. That’s what WealthEngine does best.

Travel & Hospitality

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Travel & Hospitality

Our actionable wealth and lifestyle insights show you how they like to travel, how they spend their money, and what other interest they have. Personalize your engagement to break through the noise and win your next best customer.