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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 ExactAsk?

ExactAsk centers on the vital aspect of enhancing donor contributions through a specific request without alienating them. This cutting-edge strategy is designed to maximize donations across various nonprofit initiatives while taking into account the unique giving behaviors of individual donors. By utilizing Behavioral Economics Modeling along with real-time AI insights, ExactAsk can predict donor contributions with precision in a constantly changing environment. In today’s fast-paced landscape, nonprofits greatly benefit from such adaptability and efficiency. The ExactAsk platform collects donor data from a variety of internal resources and applies a unique machine-learning algorithm to analyze this information. As a result, it generates customized Ask Amounts for each donor interaction, ensuring that requests are timely and appropriate. To get started with this service, organizations need to complete a campaign worksheet that outlines their campaign types, timelines, and anticipated volumes, thereby experiencing a significant enhancement in their fundraising activities. This efficient system not only streamlines the engagement process but also empowers nonprofits to connect with donors in a more impactful way, fostering stronger relationships.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

ExactAsk

Company Location

United States

Company Website

www.exactask.com

Categories and Features

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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