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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 Raise?

Raise’s algorithm adeptly identifies high-value donors, allowing for quick and informed qualification decisions. Utilizing AI-powered email templates, you can swiftly create and dispatch authentic communications to your donor network. This efficiency frees up more of your time for outreach instead of tedious research, which boosts your portfolio coverage and leads to an increase in total donations. You will receive prioritized suggestions to interact with the most fitting donors at the most advantageous times. The AI-generated email drafts streamline your communication efforts with your donor base. Moreover, it automatically records donor interactions in your CRM, making sure all communications are properly documented. Follow-up actions are seamlessly integrated with your CRM, providing timely alerts for essential outreach tasks. The AI also delivers valuable insights for planning donor visits, thereby optimizing your travel initiatives. Raise can be tailored to empower non-fundraising staff to engage in focused and impactful outreach. With accessible video messaging tools, you can engage with donors on a larger scale, regardless of their location. Check out a concise demonstration of Gravyty’s all-encompassing donor engagement platform, which provides you with the resources to adopt innovative digital giving strategies that will ultimately elevate your fundraising endeavors. By tapping into these sophisticated features, your organization can greatly enhance its relationship with donors and cultivate enduring connections. This strategic approach not only maximizes fundraising potential but also strengthens community ties and fosters a culture of ongoing support.

Media

Media

Integrations Supported

Blackbaud Raiser's Edge NXT
Microsoft Dynamics 365
Salesforce

Integrations Supported

Blackbaud Raiser's Edge NXT
Microsoft Dynamics 365
Salesforce

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

Gravyty

Company Location

United States

Company Website

gravyty.com/raise/

Categories and Features

Categories and Features

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

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