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WealthEngine Overview: Clients, Data Coverage, and Salesforce Connections (Aptaria Event 11/29/16)

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A presentation delivered by WealthEngine at Aptaria's Saleforce nonprofit demo party. Thank you to WealthEngine for letting us share these slides!

Published in: Government & Nonprofit
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WealthEngine Overview: Clients, Data Coverage, and Salesforce Connections (Aptaria Event 11/29/16)

  1. 1. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 WealthEngine JB RAUCH VP ALLIANCES AND CHANNELS JRAUCH@WEALTHENGINE.COM 202-538-4405 WWW.WEALTHENGINE.COM
  2. 2. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 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
  3. 3. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Market Leading Clients HEALTHCARE EDUCATION NONPROFIT FINANCIAL LUXURY
  4. 4. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 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 Households =million
  5. 5. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 PROFESSIONALSERVICES WE Offerings SAAS TOOL CRM & MARKETING TOOL INTEGRATIONS API ANALYZECONNECTIONSSCREENINGSEARCH PROSPECT DATA PLATFORM
  6. 6. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 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
  7. 7. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446 Thank You

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