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Showing 1-10 out of 98
CB
Casey B
07/26/20
"Very easy and simple to use."
What do you like best about WealthEngine? My least sophisticated clients can use with little to no training. What do you dislike about WealthEngine?
GE
Geoffrey E. C
05/15/20
"Wealth Engine is a must have for serious fundraising and smart customer service."
What do you like best about WealthEngine? My experience with Wealth Engine is all positive. In fact, I wouldn't manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and we find a lot more capacity than we knew existed from the folks who use our services. I ...
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AU
Anonymous User
08/29/19
"Great Product!"
What do you like best about WealthEngine? I like the fact that everything is very organized and easy to find. Looking things up is pretty easy. What do you dislike about WealthEngine?
UI
User in Education Management
08/29/19
"Great Product!"
What do you like best? I like the fact that everything is very organized and easy to find. Looking things up is pretty easy.
AM
Al M
08/19/19
"Wealth Engine is an essential tool for a professional fundraiser to have and use."
What do you like best about WealthEngine? The data is comprehensive and when it is correlated correctly it provides a clear picture of a person's net worth and philanthropic priorities.
KE
Katelyn E
08/16/19
"Wealth Engine Review"
What do you like best about WealthEngine? I like how quickly I can receive results from information I input. What do you dislike about WealthEngine?
BW
Bobby W
08/02/19
"Excellent training and support "
What do you like best about WealthEngine? As a new user, their training video and calls were able to get me up to speed. I did have an issue with an interface with my Arreva CSM. It was Arreva's issue, and I had to re-run a list of the size that put me over my purchased number of searches. The WE team were quick to respond and fix the issue to my satisfaction. It took Arreva support 30 days and it took WE less than 1.
VW
Varessa W
07/31/19
"Wealth Engine really assists smaller Development Offices"
What do you like best about WealthEngine? In a smaller development office sometimes there is not a full-time researcher. WealthEngine gives everyone the ability especially Major Gift Officers to do their own research in a very timely manner. Especially if we have visits scheduled and need a quick but thorough and accurate rating, WealthEngine lets me know what is appropriate to ask for and also gives me affiliations they may have in the community.
KE
Katelyn E
07/12/19
"Wealth Engine Screening"
What do you like best about WealthEngine? I was having trouble with uploading my screening and the help center/support was so responsive and helpful! The website is also very accessible! I have not used it much but I believe once we start fundraising more it will help us see where we can improved.
DO
Doug O
05/24/19
"Quickest Way to Learn Donor Giving Capacity"
What do you like best? How quick and easy it is to learn a donor or potential donor's giving capacity, as well as to verify their address when mail is returned to us.
