Accessing Wealth Data in Real-Time Through an API: It's Not as Difficult As You Might Think
Original Broadcast Date: Thursday, August 17, 2017
What if you could look up wealth information about customers, donors and prospects in real-time for fundraising and marketing in a streamlined and automated way?
Every day, millions of transactions happen that depend on someone’s lifestyle habits or their capacity to donate, spend or invest. Understanding a prospect’s, donor’s, or customer’s wealth enables you to personalize your offers and calls to action across any channel – website, email, registration forms, call center routing, direct mail.
Join WealthEngine and Funraise as we show how the WE API can transform your engagement strategies and streamline your processes. We’ll discuss:
- What an API is and how easy it is to add to your workflow
- Our new Batch API and its benefits
- How Funraise enables nonprofits to conduct real-time screenings
- Casey Tantum, Senior Manager of Partner Support and Product Management, WealthEngine
- TJ Stalcup, API Evangelist, WealthEngine
- Jason Swenski, CTO and Co-Founder, Funraise