WealthEngine

About WealthEngine

WealthEngine is a futuristic wealth screening, segmentation, prospecting and search platform for enterprises serving industries like retail, real estate, hospitality, art and culture, higher education, healthcare and financial services. Brands can depend on the software to schedule highly targeted campaigns that deliver measured outcomes on a regular basis. An advanced search feature within the particular, helps users run in-depth searches to get potential customers segmented, saving a lot of time before engaging next best prospects. Organizations can also make comparisons between the buying habits of pre-existing customers and the ones who have potential in them using the predictive lead scoring system featured by WealthEngine. Active integration with external data providers, system recorders and marketing solutions helps users with their business structuring and decision-making processes from time to time. Moreover, brands can leverage the solution to generate a picture of their ideal customers and keep on looking for look-alike customers.

Screenshots & Videos

Pricing

Free Trial Not Available
Offers Custom plan.
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Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

WealthEngine Features

Show Feature Explanation

Data Cleansing

Helps in verifying/correcting/modifying inaccurate or coarse data from database

Prospecting Tools

Provides tools to help spotting prospects or potential customers and convert them into actual buyers

Data Analysis

Analysis of raw data and converting them into useful reports

Search

Search words or texts from your content

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

WealthEngine Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

WealthEngine Custom

Features

Inform Prospecting Strategy
Segment and Personalize Campaigns
Reduce Time and Cost to Close
Integrations

Disclaimer: The pricing details were last updated on 26/02/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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WealthEngine Reviews

User Rating

4.2/5 (Based on 117 Ratings)

Rating Distribution

Excellent
53.8%
Very Good
19.7%
Average
20.5%
Poor
2.6%
Terrible
3.4%

User Sentiments

Ease of use, Comprehensive data, Valuable insights into donor giving capacity, Helpful customer support

Data inaccuracy, Cluttered interface, Slow loading times, Salesforce integration issues

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Review Summary

Users praise WealthEngine's ability to provide accurate and in-depth data, enabling them to gain valuable insights into their target audience. They appreciate its user-friendly interface, customizable dashboards, and robust reporting capabilities. Additionally, reviewers commend WealthEngine's excellent customer support, noting the team's responsiveness and willingness to go the extra mile. However, some users mention occasional technical glitches and a need for more comprehensive documentation. Overall, reviewers agree that WealthEngine is a powerful tool that delivers valuable insights, making it a worthwhile investment for businesses seeking to enhance their data-driven decision-making.

Pros

Powerful data integration and analytics capabilities enable comprehensive customer insights and personalized marketing campaigns.
Streamlined marketing automation tools such as email marketing, social media management, and lead scoring enhance marketing efficiency.

Cons

Limited customization options for email templates and landing pages may restrict design flexibility and brand consistency.
Occasional difficulty with data syncing between WealthEngine and other platforms can disrupt marketing workflows and data accuracy.

WealthEngine Reviews

AI-Generated from the text of User Reviews

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