Sound familiar?
Your team ran a wealth screen and got back valuable data: net worth estimates, giving capacity scores, real estate holdings, philanthropic history. But when that intelligence stays in WealthEngine and never makes it back to your CRM, your gift officers can’t act on it where they actually work.
WealthEngine profiles get matched to constituent records based on name, address, and other identifiers. Without the right matching logic, wealth scores land on the wrong record and your team is making cultivation decisions based on intelligence that belongs to someone else entirely.
Wealth data has a shelf life. When WealthEngine scores sit in a separate system and never get updated in your CRM, your gift officers are working from outdated intelligence while your prospects’ financial circumstances have changed.
Your gift officers live in your CRM. When wealth scores and prospect ratings exist in a separate tool that requires a separate login and extra steps to access, that intelligence rarely makes it into the cultivation conversations where it matters most.
Integration
Omatic Cloud connects WealthEngine to your CRM so all of your data reaches the right place and is ready to use.
When WealthEngine scores and wealth profiles flow accurately into your CRM, your gift officers don’t need to switch tools to find prospect intelligence. The wealth data they need is right there, in the constituent record they already work from every day.
When wealth capacity, philanthropic history, and giving propensity scores live alongside giving history in your CRM, your gift officers can plan every major donor conversation with the full picture of what a prospect is capable of and what they’ve already done for causes they care about.
When WealthEngine intelligence lands accurately in your CRM, your major gift team can sort and segment their portfolio based on real capacity data rather than gut instinct. The right prospects get the right attention at the right time.
WealthEngine data is only valuable if it lands on the right constituent record. Omatic Cloud applies matching logic to make sure wealth profiles are associated with the right people in your CRM, protecting the investment your organization made in screening.
Wealth data changes. When refreshed WealthEngine scores flow back into your CRM accurately, your gift officers are always working from current intelligence rather than a year-old screen that no longer reflects where your prospects stand financially.
A wealthy prospect who has never given and a major donor whose capacity score has doubled tell very different stories. When WealthEngine intelligence lives alongside giving history in your CRM, your team can see both and make smarter cultivation decisions for each.
WealthEngine organizes prospect data differently than your CRM. Omatic Cloud lets you define exactly how wealth scores, capacity ratings, and intelligence fields map to your constituent records, so data arrives in the format your team expects every time.
WealthEngine returns wealth data in formats your CRM may not expect. Omatic Cloud reformats and standardizes records in transit so everything arrives in your CRM accurately and ready to use.
WealthEngine profiles need to land on exactly the right constituent records. Omatic Cloud applies matching logic to ensure wealth intelligence reaches the right person in your CRM, not a duplicate or similar-sounding record.
Not every WealthEngine record is ready to land in your CRM as-is. Omatic Cloud validates records before they get there, sending accurate data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects WealthEngine to your CRM automatically, matching prospect profiles and wealth intelligence to the right constituent records so your gift officers always have current, accurate prospect data in the system they work in every day.
Yes. Omatic Cloud applies matching logic to identify which WealthEngine profile belongs to which constituent in your CRM, preventing wealth intelligence from landing on the wrong record. Your team gets accurate prospect data they can act on with confidence.
Native integrations move data from point A to point B, but they weren’t built to handle the complexity of nonprofit CRMs or the nuance of accurately matching wealth profiles to existing constituent records. Omatic Cloud goes further: it applies deduplication logic, transforms data into the format your CRM expects, and gives your team full control over how wealth intelligence is mapped and stored. The result is a connection built for the way major gift teams actually work, not a generic sync.
