WealthEngine Insights for Salesforce

» Import wealth insights with a seamless, one-click experience directly in Salesforce, one at-a-time or in bulk of up to 50K records.

» Add data on charitable giving, demographics, real estate, wealth, and more - 3-4x more than other providers.

» Screen a list of records with a click of a button from within a Salesforce campaign, List View and/or Reports. As a result, gain insights in real-time on a group of individuals.

» Automatically append wealth data when you create new leads or contacts. Thus, you can personalize your outreach to new prospects.

» Find the most qualified prospects by sending net new leads to Salesforce straight from WE Search or WE Prospect.

» Engage with people most likely to buy, invest, or donate, instead of wasting time on the ones that won’t.

» Stay Secure and Compliant with support for Salesforce Shields encryption & SOC 2 Type II compliant.

» Append custom model scores to your contacts or leads right in your Salesforce CRM, for highly precise segmentation specific to your organization.