The Chase Solutions Partnership with WealthEngineTM
Our partnership model is based on our deep knowledge of prospect research and the evolution of WealthEngineTM. Only two employees remain at WealthEngineTM who were there when Dave began working with the company in 2001. Our CEO, Dave Chase, is considered one of the most knowledgeable WealthEngineTM authorities in the country. Our partnership provides an opportunity for you to leverage that depth of knowledge to maximize using WealthEngineTM for actionable wealth intelligence.
Always know who is on the “other end of the line.”
Dave is your primary point of contact for sales and support … your “go-to-guy” for all things WealthEngineTM. You essentially receive concierge level service at no additional cost. You pay the same price as you would if you went directly to WealthEngineTM. There is no mark-up.
Dave is a valued member of the WealthEngineTM sales team and a direct reseller of all WealthEngineTM products and services and simply receives a commission on sales through the partnership.
A word from our founder:
“I have been honored to serve as an informal adviser on product development to WealthEngineTM for the past seventeen years and to be named a WealthEngineTM partner fourteen years ago. Over the years, our partnership has provided WealthEngineTM research, prospecting, screening, analytics and modeling services to several hundred of my fabulous clients (a few are represented below).
I am an active participant on WealthEngine’sTM Product Council, contributing advice and counsel in WealthEngineTM’s ongoing development of the most advanced prospecting, research and analytical tools in the non-profit and commercial arenas. At the 2016 company-wide meeting in DC, I was humbled to be presented with the lifetime achievement award, from WE’s CEO, in recognition of my length of involvement and contributions to the company.
Thank you for considering the Chase Solutions Partnership with WealthEngineTM!”
– Dave Chase, WealthEngineTM Partner & CEO of Chase Solutions Inc.
Access additional value added services that complement your WealthEngineTM implementation.
For small shops, who lack trained staff to fully utilize the power of WealthEngineTM, we offer WealthEngineTM Account Management Services through our Freelance Prospect Research Network. This unique service provides remote management of your account — by a seasoned prospect researcher — and periodic review of your results, strategy and goals.
We also provide analytics on top donors and identification of “look-a-likes” in your constituent pool or new prospects in WE Prospect (requires optional WE Analyze subscription). Pricing is likely to be significantly less than the cost of adding new staff or adding new duties and training for your already overburdened team.
Management services include:
- Researching and validating your constituents
- Preparation and submission of screenings
- Reviewing, segmenting, validation and reporting of screening results
- Integration of screening results into your DMS
- Identification of new prospects