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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 GivingDNA?

A comprehensive platform for fundraising analytics, data visualization, and wealth assessment is crucial for enhancing donor engagement. Utilizing such a platform allows you to obtain significant insights into your donor demographic, leading to measurable outcomes. Relying exclusively on outside data can obscure the complete picture of wealth and giving potential. Our innovative solution integrates your existing donor and contribution records with external data sources to uncover the full extent of what your donors can offer. This enables you to effortlessly identify individuals who are primed for more substantial participation in your mission. Just like any meaningful relationship, donors appreciate personalized and relevant communications. Our efficient reporting system not only saves you valuable time but also uncovers fresh opportunities and challenges in your outreach strategies. With GivingDNA, your fundraising portfolio is refined to help you exceed your goals ahead of time. By consistently updating your data on a monthly basis, you keep your prospect list dynamic and ensure ongoing engagement with potential allies. Steer clear of the pitfalls associated with one-size-fits-all campaigns that cater to a narrow audience. Serving as your devoted data analyst, GivingDNA empowers your team to make informed strategic choices that enhance fundraising achievements. Ultimately, prioritizing this tool equates to nurturing deeper, more impactful relationships with your supporters, fostering a community that is more connected and engaged. Embracing such a resource can truly transform your approach to fundraising and donor interaction.

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

GivingDNA

Date Founded

2002

Company Location

United States

Company Website

www.givingdna.com

Categories and Features

Categories and Features

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