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What is Wealth-X Screening?

Wealth-X Screening employs advanced wealth screening technology to enhance the value of your customer or prospect database, leveraging our in-depth insights into the wealthiest individuals globally. Our proven excellence in wealth evaluation and identity matching enables our skilled team to improve the precision and efficacy of your data screening efforts on an international level. The Wealth-X Screening process meticulously examines your existing database to reveal high and ultra-high-net-worth individuals, providing detailed insights into their wealth profiles and personal networks. Furthermore, it organizes these individuals by wealth tier and match quality, streamlining the process of sorting and prioritizing potential leads. By exploring the relationship networks of these identified individuals, organizations can expand their pool of qualified prospects, driving their new development efforts forward. This strategic methodology not only identifies significant connections but also equips organizations with the knowledge needed to make strategic decisions that foster growth and sustainability in a competitive landscape. Ultimately, it enables a more targeted approach to engaging with high-net-worth individuals, enhancing overall business success.

What is Avid AI?

This innovative donor intelligence platform integrates nonprofit data from multiple sources, converting it into actionable strategies to enhance contributions. Say goodbye to the frustration of toggling between different analytics tools; instead, centralize all your data into one dependable resource. With a unified dashboard, you can monitor real-time information from email, CRM, websites, and social media simultaneously. A single click grants you access to analyst-level insights, enabling you to visualize the complete donor journey across various platforms. Rather than making guesses about resource distribution, acquire a comprehensive understanding of donor behavior. Examine key metrics across different channels, life cycles, and tiers of giving to make well-informed decisions. Segment your audience based on their real-time behavior on various platforms to tailor your approach effectively. Uncover clear pathways for growth and actively engage with the donors reflected in your data. Arm yourself with the right inquiries and effective strategies to apply in your fundraising efforts. Identify your most impactful broad-based donors while receiving actionable recommendations based on over 7,000 nonprofit marketing experiments. Accurately assess which initiatives drive donations and which are unsuccessful, ensuring your efforts are as effective as possible. By leveraging these insights, nonprofits can not only enhance their fundraising initiatives but also forge stronger connections with their supporters while continuously refining their strategies.

Media

Media

Integrations Supported

DonorPerfect Fundraising Growth Platform
Facebook
Google Ads
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Salesforce
Virtuous
iDonate

Integrations Supported

DonorPerfect Fundraising Growth Platform
Facebook
Google Ads
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Salesforce
Virtuous
iDonate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealth-X

Company Location

United States

Company Website

wealthx.com/products/screening

Company Facts

Organization Name

Avid AI

Date Founded

2024

Company Location

United States

Company Website

www.avidai.com

Categories and Features

Categories and Features

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