wealthengine overview: clients, data coverage, and salesforce connections (aptaria event 11/29/16)
TRANSCRIPT
WEALTHENGINE.COM | [email protected] | 800.933.4446WEALTHENGINE.COM | [email protected] | 800.933.4446
WealthEngine
JB RAUCHVP ALLIANCES AND [email protected]
WEALTHENGINE.COM | [email protected] | 800.933.4446
WealthEngine
Affluent & HNW Wealth Specialists
10+ years in business with 3,200+ Clients
People, Products & Growth
Robust Data, Analytics & Marketing Solutions
“WealthEngine has been critical in helping us to move from transactional to relationship-based fundraising and has already saved us considerable time and energy in our prospect research” Niki Baum Hutchinson, Advancement Officer EMP
Robust Prospect Research
WEALTHENGINE.COM | [email protected] | 800.933.4446
Market Leading Clients
HEALTHCARE EDUCATION NONPROFIT FINANCIAL LUXURY
WEALTHENGINE.COM | [email protected] | 800.933.4446
Data Coverage 2016 We have more data and stronger matching capabilities that deliver:• Highest match rates• More accurate wealth
and giving scores• Enhanced consumer
profiles• More interconnected
relationships• Greater insight per
individual 125M
300MConsumer Profiles
65+Data Sources
89%WE Prospect Coverage of the Adult US population
Hous
ehol
ds
=million
WEALTHENGINE.COM | [email protected] | 800.933.4446
PROF
ESSI
ONAL
SER
VICE
S
WE Offerings
SAAS TOOLCRM & MARKETING
TOOL INTEGRATIONS API
ANALYZECONNECTIONSSCREENINGSEARCH PROSPECT
DATA PLATFORM
WEALTHENGINE.COM | [email protected] | 800.933.4446
Salesforce & WealthEngine Today
ISV Partner Since 2014 Analytics Cloud Partner Financial Services Cloud
Partner Higher Education HEDA
Partner Integration: Results Object, 82 SF Fields Accept Wealth Data & HMTL to View Individual Profiles
WealthEngine Works With Over 400 Nonprofits & Higher Ed Clients
WEALTHENGINE.COM | [email protected] | 800.933.4446WEALTHENGINE.COM | [email protected] | 800.933.4446
Thank You