Import your screening results today! WealthEngine can integrate with any technology provider, offering a quick and easy way to to keep your donor data fresh and accurrate.

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The benefits of integrating your screening results are numerous. Integration allows the fundraising team to house information on all prospects (donors and non-donors alike) in one location so that a specific strategy can then be assigned, not only based on giving capacity information, but also based on affinity for the organization.

As well, integrating screening data into your DMS allows you to conduct a side-by-side comparison of all levels of donors and prospects, ensuring that the best prospects are managed through prospect management. WealthEngine offers several ways to integrate as well as expert support.

WealthEngine offers two other complimentary ways to integrate your prospect research into your DMS:

    1. Import screening data: integrates matched prospect research and key rating fields into your Donor Management System (DMS) or Customer Relationship Management (CRM) system, allowing fundraisers to segment and target based on capacity and propensity to give.
    2. WebConnect for DMS: links from a specific record in your DMS to current FindWealth Online search results, providing the latest information on a donor or prospect. | MORE INFO
    3. ProspectLink: pulls ratings and rankings fields from our real-time database back into your DMS, helping users generate specialized workflows and reports that streamline fundraising efforts. | MORE INFO 

WealthEngine can integrate with any DMS. Let us help you put your prospect research to work! Contact us at (301) 215-5980 or info@wealthengine.com.

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