OVERALL CUSTOMER
REFERENCE RATING
4.6
"We wanted to learn more about our donors and constituents, so we invested in a database screening tha..."
Debra Behrens
Director of Donor Relations
"We’ve always marketed to travel agents, and have very well- established relationships in that market...."
Benjamin Collier
Senior Director for Brand Marketing
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"We rely heavily on prospect research in all that we do, We began applying prospect research to our fu..."
Tony Englert
Vice President Development & External Affairs
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"We had used a wealth solution in the past, but didn’t renew due to budgetary concerns. There was a pe..."
David Poe
CTO
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"We now need to do less verification, because we are confident of the data, and our gift officers shar..."
Jim Beikler
Assistant Manager of Prospect Research
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"We see the value of maximizing the screening data to help us focus on building the right relationship..."
Sara Jaffe
Director of Development
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"We are in a position where we can share marketing best practices. We’ve let all of our sister compani..."
Rachel Hilton
Vice President of Customer Experience
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"WealthEngine gave us the next step in what we should be asking based on capacity and propensity...."
Emily Courville
Director of Analytics
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"This campaign has allowed us to push our board and committee members in directions they would not hav..."
Lisa Mitchell
Director of Capital Campaign
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"When you compare that to direct mail, web maintenance and design, special events and other fundraisin..."
Larissa Potiomkin
Manager of Development Information
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"The Inner Circle is a great service that WealthEngine offers. It gives us a reason to contact an indi..."
Laura R. Tenenbaum
Director of Planned Giving and Program Development
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"We found a need to develop programs for alumni engagement to get their feet back in the door on Unive..."
Lynn Lazar
Director of Prospect Research and Research Management
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"We use screening as our first point of reference when identifying new prospects. We access current in..."
Jennifer Fry
Director of Development Research and Prospect Management
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"We are also looking at planned giving prospects. Using the WealthEngine planned giving model, we have..."
Joni Warner
Director of Research for Development
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"We see peer screening as a huge cultivation step in the campaign. It reconnects us with people in a w..."
Debra Darling
Director of Prospect Development
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"We trust WealthEngine. It’s allowed us to shift from relying solely on capacity-driven prospecting to..."
Brian Bishop
Director of Development
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Testimonials & Customer References of individual WealthEngine customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if WealthEngine is the right business software or service for your company.

We monitor all 42 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.